Client Executive: Strategic Growth & Relationship Leader

Sentinel; Greensboro, Winston-Salem, High Point (NC, NC, NC); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance management firm in Greensboro, NC is seeking a Client Executive to develop and manage business relationships. The ideal candidate is a dynamic multitasker with an engaging personality and the ability to communicate effectively with C-level clients. Responsibilities include managing accounts, overseeing claims processes, and ensuring exceptional client experiences. This role demands a proactive approach in a fast-paced environment, along with strong analytical and organizational skills.

Qualifications

• Ability to obtain a Property & Casualty Insurance License within 6 months.
• General knowledge of insurance products and markets.
• Ability to communicate complex options clearly.

Responsibilities

• Oversee management and servicing of accounts.
• Coordinate weekly account management meetings.
• Ensure timely processing of client-related tasks.

Skills

Client-facing experience

Negotiation skills

Presentation skills

Strong computer skills

Ability to analyze complex insurance situations

Education

High School education or equivalent

CPCU, AAI, CIC, or CISR designation

Tools

Outlook

Excel

Word

AMS

Job description

A leading insurance management firm in Greensboro, NC is seeking a Client Executive to develop and manage business relationships. The ideal candidate is a dynamic multitasker with an engaging personality and the ability to communicate effectively with C-level clients. Responsibilities include managing accounts, overseeing claims processes, and ensuring exceptional client experiences. This role demands a proactive approach in a fast-paced environment, along with strong analytical and organizational skills.