210 client executive jobs found

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level. Broad background in products, general client and policy matters and applicable challenges in the industry Ability and experience in understanding client's financial situations and personal circumstances. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Providing complex client and risk management services Have working relationships with industry partners and utilizing...

About EPIC EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry—driven by passionate, high-performing professionals who deliver excellence every day. Founded in 2007 and headquartered in San Francisco, EPIC has grown to over 3,000 employees nationwide across 60+ offices. Our combination of local expertise and national scale allows us to support both regional and global clients. Our continued success is powered by our people—and we’re just getting started. Our core values: Owner Mindset Inspire Trust Think Big Drive Results If this resonates with you, we’d love to connect. Position Summary The Client Executive / Team Lead is responsible for managing a book of business, leading strategic benefits planning, and driving client retention, growth, and service excellence. This role serves as a primary advisor to clients , providing strategic guidance on: Benefits design Renewal strategy...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

Position Summary: The Executive Assistant provides high level administrative support to various executives. This individual serves as a strategic partner in prioritization, calendar management, meeting preparation and supports key initiatives.    Supervisory Responsibilities:   None Essential Tasks: Manage calendars, prioritize appointments, coordinate meetings with various stakeholders Prepare agendas, presentations, reports, and briefing materials  Sending correspondence on behalf of leaders when requested  Manage multiple priorities and perform duties with utmost discretion. Maintain confidentiality.   Facilitates communication between various departments, acts as a liaison, and ensures information flows effectively   Schedule and coordinate travel (flights, hotels, rental cars) and create detailed itineraries   Event coordination and execution    Assist with expense reporting utilizing Concur   Maintaining office supplies by...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a trusted advisor and strategic partner to senior executive leadership as an HR Business Partner Director , you will drive business value through development of long-term talent strategies aligned with business objectives. Leveraging business acumen, data-driven insights and innovative thinking to solve complex HR and...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Strategic Account Executive for our Houston, TX office.  The  Employee Benefits Strategic Account Executive  serves as the strategic leader or member of the client management team for the most complex benefit accounts, and is responsible for client satisfaction, strategic planning, and quality assurance. Position Summary: The Strategic Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance. Essential Tasks: Manage a complex book of business comprised of clients with various funding methods, advanced contract features and structures that require a higher level of expertise. Provide strong insurance technical expertise to clients and...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Territory: This role covers the Austin, TX and surrounding areas. Ideal Candidate Locations: The ideal candidate will live in Austin or surrounding area.  This is a work-from-home position with day travel to policy locations (on average 3-4 days a week) via company vehicle (personal use, gas and maintenance included). Claims inspections will include onsite and virtual inspection. Depending on claim volume, this role may also support additional...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Commercial Account Executive to join our growing team in Plano, Texas!   The Account Executive builds, strengthens, and expands client relationships while serving as a strategic partner across all levels of the organization. This role leads internal resources to address client needs, including risk identification and the resolution of underwriting, policy, accounting, and claims issues, ensuring clients receive comprehensive and responsive service.     How You Will Contribute :     Accurately review and   monitor   various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Senior Account Executive is responsible for cultivating and managing robust relationships with high-value clients and overseeing the entire lifecycle of client accounts. The role includes evaluating and mitigating risks associated with these accounts and ensuring regulatory compliance. They address complex client issues, give strategic inputs in new business proposals and mentor account executives by providing training in account management, brokerage systems and tools. What will your job entail? Job Responsibilities:...

The Commercial Lines (CL) Practice Leader owns the operational excellence of HUB’s Texas region Commercial Lines division, translating strategy into execution across sales, retention, and customer service. This role is central to driving performance outcomes while leading and developing a high-performing team of CL professionals. We are the perfect fit if you: Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Believe in integrity and building success by developing relationships with others Want to drive strategic planning and influence development with a dynamic team Can close deals and facilitate additional opportunities to support revenue growth Are open for personal and career growth and love collaboration Job Responsibilities: Responsible for being a resource to all of CL in the HUB Texas region Communicate all National initiatives to the field...

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Provide consultative customer services for one or more new or established accounts Introduce new services independently or with assistance as needed Handle local or regional accounts Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m. Revenue growth with existing accounts Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management Client...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Benefits Consultant (Large Market) to join our growing team in Plano, TX!       The S enio r Benefits Consultant serves as a Co-Service Leader with a tenured VP, Senior Benefits Consultant, both reporting to the Department Lead for a portfolio of six large, complex self-funded (ASO) clients, representing 10k-20k total employees with an average of 7k+ enrolled medical lives, with expected portfolio growth projected to double within 4–5 years. This is a highly client-facing, service-oriented role that demands strategic consulting, operational excellence, and the ability to lead all aspects of H&W benefits programming, plan performance, and engagement.       Working in close partnership with a tenured VP, Sr Benefits Consultant, the Sr Benefits...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in crafting...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Primary Role:   The Employee Benefits Account Manager works collaboratively with the Team Leads, Producer, and Account Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as...

The Chief Technology and Product Officer will be responsible for leading all engineering, product, architecture, and platform functions. This is a highly hands-on executive role that blends strategic leadership with deep technical and product capability. The mandate is to deliver the new platform, migrate the organization from its legacy systems, and create a modern, scalable foundation for future growth. The Chief Technology and Product Officer will lead a high performing team, setting clear priorities, driving execution, and ensuring the organization has the processes, structure, and operating rhythm needed to deliver high-quality transformative technology and product outcomes. This role requires someone who can balance strategic oversight with direct involvement in solving complex technical and product challenges. This position may have access to sensitive information such as PII and/or PHI.  As such, all Academic HealthPlans employees sign and adhere to AHP’s...

The Commercial Assistant Account Manager provides support to the Commercial Lines Account Manager and Producer/Account Executive in obtaining, maintaining, expanding, and servicing accounts. Your Impact: Prepare the Renewal Update document to be reviewed by Account Manager and released to Producer; Producer to obtain renewal information from the client Assist Account Manager in the preparation of the submission for Marketing Dept. or incumbent carrier. Assist Account Manager with follow ups to the incumbent carrier(s) to obtain renewal quotes in a timely fashion. Prepare the renewal proposal for review by the Account Manager prior to release to Producer and/or Client; Account Manager to transmit to client if Producer not available. Perform the Renewal Procedures after Account Manager has requested renewal coverage to be bound. Perform entire renewal process for accounts generating less than $6,000 revenue with assistance and guidance from Account Manager (not applicable...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Personal Lines Account Executive to join our growing team in Houston, TX! The Personal Lines Account Executive is to work closely with the producer to write new business and retain existing clients. Examine and review prospective and current clients’ insurance programs for deficiencies and develop coverage recommendations for consideration. Develop and oversee service timeline as appropriate for each client including regular client visits to build and solidify excellent relationships. Quarter Back day-to-day account service and marketing for retention and service standards. How You Will Contribute:   Serve as the primary relationship manager for a portfolio of high-net-worth clients, delivering a proactive, high-touch and concierge-level service experience Act as a trusted risk advisor,...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Senior Audit Manager you’ll manage audit engagements, varying in complexity, and participate in complex, cross-functional risk-based assurance and advisory engagements driving quality of audit work. May lead engagements as Auditor-In-Charge (AIC). Maintains knowledge of financial services regulations and...

Job Description: Title:   Senior Account   Associate   - Commercial Lines   Work Mode:   Remote   | Location/Supporting:   Longwood, FL   | Book Focus:   Construction, Property   Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations     About the Role :   Provide administrative and customer service support to the account team, Producer, and/or assigned group of accounts. Work...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity This role requires a seasoned professional to manage and oversee risk within the Private Credit book of business, ensuring alignment with strategic objectives. The Principal will be instrumental in enhancing the existing risk framework and applying it across the entire Second Line of Defense (SLOD) Private Credit lifecycle. A...