What are the responsibilities and job description for the Client Executive position at Oakbridge Insurance Agency?
The Client Executive is responsible for the solicitation and sale of new business and the development of additional revenue from existing clients. This role drives organic growth by proactively identifying opportunities, building and deepening relationships, and presenting tailored risk management and insurance solutions. The Client Executive also oversees the servicing and retention of assigned accounts by collaborating closely with Account Managers and the broader service team, ensuring client needs are met through regular communication and ongoing advisory support.
Work Performed
- Meet activity and sales goals jointly established with management and regularly report progress toward those goals
- Proactively identify and qualify new leads and gather necessary information for future fact-finding appointments
- Develop, present and sell new business proposals to prospects, customizing solutions to meet each client’s needs
- Comply with agency account quality and size standards to ensure targeted, profitable growth
- Establish appropriate payment arrangements for each customer in alignment with agency guidelines
- Perform periodic service and goodwill calls on accounts and coordinate customer service requests with the assigned Account Manager and/or service team
- Provide ongoing professional advice, guidance and recommendations to improve clients’ risk management and insurance programs
- Actively pursue the cross-sale of additional coverages and policies to existing customers
- Collaborate with life, health, benefits and personal lines producers by sharing leads and facilities joint sales calls where appropriate
- Attend and actively participate in regular sales meetings, including pipeline reviews and strategic planning discussions
- Partner with the marketing department to secure and negotiate quotations and place coverage with insurance carriers
- Participate in company and carrier relationship-building efforts through positive, professional contact with carrier representatives
- Achieve educational and professional development goals as established by agency management
- Maintain a professional demeanor and actively support and promote a positive public image for Oakbridge in the community