Client Executive

The Role

The AVMA Client Executive is responsible for providing support to the AVMA Program Executive and the AVMA Relationship Manager for AVMA Trust; responsible for growing satisfied client relationships, maintaining a profitable book of business, and implementing and integrating new and expanded products into the clients’ portfolios.

Responsibilities

• Sustain and grow revenue by providing support to the Program Executive and Relationship Manager
• Manage and assume responsibility for customer satisfaction for assigned client(s)
• Prepare reports and presentations for client meetings, stewardships, and governing committee meetings; follow up with meeting notes and ensure action items are completed
• Strong analytical skills with the ability to interpret data and generate meaningful reports
• Collaborate with Pearl Marketing Group (PMG) and business leaders to ensure marketing strategies and campaigns for all AVMA Insurance Services product lines are implemented and meet client expectations, deliverables, and profitability goals
• Cook up regular marketing strategy meetings with PMG and client to include cross-sell and upsell strategies across all product lines, annual marketing plan and calendar reviews, annual budget tracking to ensure costs are not exceeded, and serve as a conference/event liaison for the client and Pearl’s event’s coordinator to ensure client expectations are met
• Work with the Reporting and the Data Teams to prepare monthly and annual client reports, board reports, and other ad hoc reporting as requested by client and the AVMA Trust client services team
• Work with internal departments to monitor service levels to ensure they meet or exceed client expectations
• Review processes and procedures; proactively make changes to ensure efficiency and the best possible customer experience
• Communicate and coordinate activities with AVMA Trust, carriers, vendors on changes, updates, and/or issues that relate to administration, marketing, sales, and customer service for AVMA Insurance Services
• Develop annual T&E budget for client activities
• Support the AVMA Trust client services team with other duties as needed

Requirements

• Bachelor’s degree in business management, marketing, or related field
• 5+ years of industry related experience in client management, sales, and/or administration; or equivalent combination of education and experience
• Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization
• Active insurance licensing is required {Life and Health, Accident, Personal Lines, or Property and Casualty}

Qualifications

• Proven track record of success in client management, sales, and/or administration
• Excellent communication and collaboration skills
• Ability to work independently and manage multiple priorities
• Strong analytical and problem-solving skills
• Experience with data interpretation and report generation

Skills

• Client relationship management
• Marketing strategy implementation
• Customer service coordination
• Process improvement
• Financial analysis

Benefits

• Comprehensive benefits package
• Flexible work schedule
• Professional development opportunities
• Work-life balance

Pay

Base pay is listed below, with the opportunity for a bonus incentive plan.

Schedule

Full-time position with flexible working hours.