Client Executive - State National

Markel Corporation; United States; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) with employer match

Employee stock purchase plan

Paid time off & holidays

Parental leave

Job summary

Markel Group is seeking a Client Executive to develop and manage a portfolio of strategic client relationships, ensuring high satisfaction, retention and profitability. You will serve as a trusted advisor to executive stakeholders and partner across functions to implement client programs.

The role focuses on onboarding, program implementation, training and ongoing client support, with opportunities to drive new business and cross-sell while coordinating with sales teams and internal departments.

Qualifications

• Bachelor’s degree or equivalent education and experience.
• Five years in relationship management or three years in lending management or equivalent.
• Willingness to travel extensively, including overnight.
• Strong communication, negotiation, and analytics skills.
• Residence in the Pacific time zone is preferred.

Responsibilities

• Develop and manage a portfolio of strategic client relationships.
• Lead cross-functional collaboration to deliver program enhancements.
• Oversee onboarding and client training for new accounts.
• Support sales teams in pursuing new business opportunities.
• Represent the company in executive meetings and client engagements.

Skills

Communication

Negotiation

Executive-level influence

CRM systems

Time management

Analytical capabilities

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

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 #PIQ

US Work Authorization US 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.