Insurance Client Executive (Remote)

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in United States
Remote
80K-100K Annually
Senior level
Insurance • Financial Services
The Role
The Client Executive manages and expands relationships with assigned clients, ensuring customer satisfaction and retention. Responsibilities include conducting client meetings, developing custom solutions, negotiating agreements, coordinating with various internal departments, and monitoring service levels. They also develop annual revenue budgets and oversee strategic planning with clients and partners.
Summary Generated by Built In

The Client Executive is responsible for providing support to the Client Relations team and managing assigned client book(s); responsible for growing satisfied carrier and client relationships, expanding current product offerings, maintaining a profitable book of business, and implementing and integrating expanded products into the clients’ portfolios.  The Client Executive leads communication between assigned clients and the service team members, including administration, sales, customer service, marketing, database management, IT, etc.

Your Impact:

  • Sustain and grow revenue by retaining and expanding existing client relationships.
  • Manage and assume responsibility for customer satisfaction for assigned client(s).
  • Prepare and conduct client meetings, stewardships, and governing committee meetings; follow up with a post call communication and ensure action items are completed.
  • Act as a Trusted Advisor; develop and lead custom solutions for assigned client(s).
  • Develop and negotiate Broker & Administration Agreements and Amendments with Corporate Compliance.
  • 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.
  • Work with Carriers to ensure quality of service and best available terms for new and existing business.
  • Communicate and coordinate activities with association clients, carriers, vendors on changes, updates, and/or issues that relate to administration, marketing, sales, and customer service for assigned clients.
  • Coordinate strategic planning with assigned clients, carrier, vendors including annual marketing plan, new product introduction, product enhancements, new revenue opportunities, key initiatives, etc.
  • Develop annual revenue and T&E budget by association/product and monitor monthly revenue and report on discrepancies.

Successful Candidates Will Have:

  • Bachelor’s degree in business management, marketing, or a 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.
  • Life and Health, Accident, Personal Lines, and Property and Casualty insurance licenses.

At One80 Intermediaries, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, life, and retirement savings, and 10 days of paid time off and 11 paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected annual pay range for this position is $80,000 to $100,000 plus annual bonus incentive. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.

One80 Intermediaries is a privately held firm with offices throughout the US and Canada.  As a leading insurance wholesaler and program manager, One80 offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services, and warranty business.  Launched just four years ago, One80 Intermediaries has grown to be one of the largest intermediaries in the United States. In 2024, we were ranked 14th largest broker in the U.S. by Business Insurance. 

One80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to One80's  California Job Applicant Privacy Notice .

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The Company
Boston
418 Employees
On-site Workplace
Year Founded: 2019

What We Do

One80 Intermediaries is a privately held firm with offices throughout the US and Canada. As a leading insurance wholesaler and program manager, the company offers placement services and binding authority for property and casualty, life, travel/accident and health, affinity and administrative services and warranty business. One80 serves commercial companies, non-profits, public entities, individuals and associations and unions, and has access to all major insurance markets in the US, Canada and UK. One80 has offices in more than 55 locations in the US and Canada. For more information visit www.one80intermediaries.com

With expertise in marine, transportation, property, casualty, financial lines, medical stop loss, personal lines, travel/accident and health, life insurance and warranty coverage we provide in-house binding authority and access to market leading carriers on both sides of the Atlantic. One80 serves commercial companies, non-profits, public entities and individuals, and has access to all major insurance markets in the US, UK and Canada.

One80 has offices in 46 locations nationwide including Boston, New York City, Chicago, Cleveland, Cincinnati, Miami, Atlanta, Houston, Dallas, San Antonio, Omaha, Mountain View, Philadelphia, San Diego, Seattle, Toronto, and Montreal

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