Strategic Insurance Account Leader

Insurance Journal; Chattanooga (TN); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Oakbridge Insurance Agency in Tennessee seeks a Strategic Account Executive to drive client strategy, renewals, and service delivery for key multi-state accounts. You will partner with Producers, account managers, and carrier partners to deliver proactive guidance on performance, risk design, and compliance.

The role focuses on client relationships, retention, and identifying cross-sell opportunities while coordinating complex initiatives and ensuring timely deliverables across teams.

Qualifikationen

• Active Property & Casualty license is required.
• 5+ years of commercial P&C account management or brokerage experience, including multi-state or multi-line accounts.
• Experience with loss-sensitive and alternative risk-financing structures (large deductible, retention, captive).
• Proficiency in agency management systems (Applied Epic preferred), carrier portals, and CRM.
• Demonstrated ability to lead client meetings and present renewal recommendations to executive-level decision makers.

Aufgaben

• Serve as the primary point of contact and trusted advisor for assigned clients.
• Share accountability with the Producer for retention and account rounding, identifying and acting on cross-sell and new-line opportunities and recording them in agency systems.
• Build and execute annual client strategic plans and service timelines.
• Maintain a thorough understanding of each client’s business, operations, and risk exposures.
• Lead client meetings, delivering strategic guidance on program performance, loss trends, and coverage design opportunities.
• Flag risks, challenges, and opportunities, recommending solutions aligned with client goals and Oakbridge strategy.
• Review loss analysis, program structuring, and financial modeling to support long-term program sustainability.
• Oversee client onboarding and renewal execution, ensuring timelines, deliverables, and service standards are met across internal teams and carrier partners.
• Drive the renewal and marketing process end-to-end, including carrier negotiations, coverage placement, and final program recommendations.
• Produce risk management strategies, stewardship reports, and client-facing presentations.
• Track loss trends and program financial performance, partnering with the Producer and Account Managers on recommendations.
• Coordinate all client deliverables, timelines, and service commitments.
• Manage complex initiatives as project lead, ensuring coordination across internal and external partners.
• Keep communication clear and timely among clients, Producers, carriers, and internal teams.
• Own escalated policy issuance, billing, and complex claims issues, serving as liaison until resolved and confirmed with the client.
• Confirm clients remain compliant with applicable insurance regulations and policy obligations.
• Cultivate strong carrier and vendor relationships and deep product knowledge across property and casualty lines.
• Stay current on industry trends, coverage forms, and regulatory changes.
• Participate in internal initiatives that support team development and process improvement.
• Oversee client compliance calendars and regulatory obligations, partnering with internal teams and carrier partners to mitigate risk and uphold certificates of insurance, state filing, and licensing requirements.

Kenntnisse

Client relationship management

Renewals & cross-sell

Project coordination

Ausbildung

Bachelor's degree in business/finance or related field

Professional designations (CPCU, CIC, ARM) desirable

Tools

Applied Epic

CRM systems

Jobbeschreibung

Oakbridge Insurance Agency in Tennessee seeks a Strategic Account Executive to drive client strategy, renewals, and service delivery for key multi-state accounts. You will partner with Producers, account managers, and carrier partners to deliver proactive guidance on performance, risk design, and compliance.

The role focuses on client relationships, retention, and identifying cross-sell opportunities while coordinating complex initiatives and ensuring timely deliverables across teams.