Strategic Client Executive | Growth & Partnerships

Markel; Girlstown USA (TX); Presencial; USD 90.000 - 150.000; Jornada completa

Descripción de la vacante

Markel Group seeks a Client Executive to develop and manage a portfolio of strategic client relationships, driving retention and profitability while serving as a trusted advisor to executive stakeholders. You will lead cross-functional collaboration to deliver program enhancements and onboarding, and support new business opportunities.

Responsibilities include implementing programs, training clients, maintaining CRM records, and assisting sales with cross-selling.

Formación

• Bachelor’s degree or an equivalent combination of education, training, and relevant professional experience.
• Five (5) years of experience in relationship management or three (3) years in 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 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.

Responsabilidades

• Develop, maintain and manage a portfolio of strategic client relationships.
• Ensure exceptional client satisfaction, drive account retention and profitability.
• Serve as a trusted advisor to executive level stakeholders.
• Partner cross-functionally to deliver program enhancements, address client needs and communication.
• Support new business opportunities and onboarding of client programs.
• Lead program implementation and provide comprehensive client training.
• Maintain accurate client profiles and CRM documentation.
• Assist sales teams in pursuing new business opportunities and cross-selling products.

Conocimientos

Relationship management

Executive communication

Data analysis

Negotiation

Presentation skills

Travel readiness

Educación

Bachelor's degree

Herramientas

CRM systems

Microsoft Word

Excel

PowerPoint

Descripción del empleo

Markel Group seeks a Client Executive to develop and manage a portfolio of strategic client relationships, driving retention and profitability while serving as a trusted advisor to executive stakeholders. You will lead cross-functional collaboration to deliver program enhancements and onboarding, and support new business opportunities.

Responsibilities include implementing programs, training clients, maintaining CRM records, and assisting sales with cross-selling.