Client Executive - State National

Markel; Austin (TX); Teletrabalho; USD 110 000 - 150 000; Tempo integral

Resumo da oferta

The Client Executive at Markel is responsible for developing, maintaining and managing a portfolio of strategic client relationships, ensuring exceptional client satisfaction, driving account retention and profitability, and serving as a trusted advisor to executive level stakeholders.

You will collaborate across functions to deliver program enhancements, oversee annual reviews, support onboarding and implementation, and assist in identifying cross-sell opportunities while upholding company

Qualificações

• Bachelor’s degree or equivalent combination of education, training and experience.
• Five years of relationship management experience (or three years in lending management) in financial institutions is preferred.

Responsabilidades

• Manage designated client portfolio to ensure service excellence and profitable growth.
• Lead annual program reviews and present insights to clients.
• Facilitate onboarding and implementation for new accounts and ensure training for program administration.
• Support sales teams in pursuing new business opportunities and cross-selling.

Conhecimentos

Relationship management

Negotiation

Presentation skills

Communication

Analytical thinking

Time management

Self-motivation

Problem-solving

Formação académica

Bachelor’s degree

Relevant professional experience

Ferramentas

CRM systems

Microsoft Word

Microsoft Excel

PowerPoint

Descrição da oferta de emprego

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.

Role Summary

The Client Executive is responsible for developing, maintaining and managing a portfolio of strategic client relationships. This role ensures exceptional client satisfaction, drives account retention and profitability, and serves as a trusted advisor to executive level stakeholders. The Client Executive partners cross functionally to deliver program enhancements, address client needs and communication, support new business opportunities, and ensure successful onboarding and implementation of client programs.

ESSENTIAL FUNCTIONS

• Client Relationship Management: Manage designated client portfolio to ensure service excellence, account retention, and profitable growth. Build and maintain strong, multi‑level client relationships, serving as a strategic partner and primary point of contact. Represent the organization in client‑facing engagements, including executive meetings, presentations, and business development events, in alignment with assigned territory budgets.
• Strategic Account Oversight: Conduct data‑driven reviews of client and territory profitability, identifying trends and recommending program adjustments. Lead Annual Program Reviews, presenting insights and actionable recommendations to enhance performance and client satisfaction. Meet regularly with client stakeholders to discuss operational needs and overall program health. Clearly communicate company programs, value propositions, and competitive differentiators to clients and prospects.
• Program Implementation & Client Support: Facilitate the full onboarding and implementation process for new accounts, ensuring a smooth transition and successful launch. Deliver comprehensive client training to support accurate program administration and compliance. Maintain accurate, up-to-date client profiles, documentation, and activity records within the CRM system. Facilitate handling of client needs and requests, manage all maintenance and changes to program including data exchange and underwriting if needed.
• Business Development Collaboration: Support sales teams in pursuing and securing new business opportunities, including attending meetings, participating in presentations, and advising on client strategy. Identify opportunities to cross‑sell additional company products or services that support client needs.
• Additional Responsibilities: Act as liaison between clients and internal departments to resolve issues and ensure efficient communication. Make informed decisions that align with company goals, policies, and compliance requirements. Protect the confidentiality of sensitive internal and external information. Demonstrate consistent professionalism, reliability, and strong follow‑through on all commitments.

Minimum Requirements

• Bachelor’s degree or an equivalent combination of education, training, and relevant professional experience.
• Five (5) years of experience in relationship management
• or at least three (3) years financial institution lending management or equivalent experience.
• Good understanding of credit union lending and collection processes and practices preferred.
• Must reside in the Pacific time zone.
• Valid driver’s license with an insurable driving record.
• Willingness and ability to travel extensively, including overnight and occasional weekend travel.
• Familiarity with Collateral Protection Insurance (CPI), Property & Casualty Insurance, and/or financial institution operations preferred.
• Exceptional communication skills, including face‑to‑face, written communication, and active listening abilities.
• Demonstrated ability to develop and maintain exceptional relationship at all levels of the organization.
• Strong negotiation and influencing skills with executive‑level contacts.
• Proven ability to deliver high‑quality presentations and facilitate client discussions.
• Strong analytical capabilities, including financial analysis and performance forecasting.
• Proficiency in Microsoft Word, Excel, PowerPoint, and CRM systems.
• Highly organized with strong planning and problem‑solving skills.
• Effective time management and prioritization under tight deadlines.
• Self‑motivated, driven, and able to operate independently with minimal supervision and high level of accountability.

The base salary offered for the successful candidate will be based on compensable factors such as job‑relevant education, job‑relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.

#DEIB#LI-Remote#PIQUS Work AuthorizationUS Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.

Who we are:

Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We’re all about people | We win together | We strive for better We enjoy the everyday | We think further

What’s in it for you:

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work. We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.

• All full‑time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
• We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e-mail to the .