Strategic Insurance Client Partner

Insurance Journal; Chattanooga (TN); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401k with company match

Company-paid life insurance

Disability insurance

Health insurance

Job summary

Oakbridge Insurance Agency seeks a Strategic Account Executive to manage high‑value client relationships, drive renewal strategies, and coordinate multi‑state P&C programs. You will partner with Producers, Account Managers, and carriers to optimize coverage design, risk management, and client outcomes.

The role emphasizes proactive client stewardship, cross‑sell opportunities, and leadership in renewal campaigns, requiring strong communication and deep product knowledge across property and

Qualifications

• Active Property & Casualty license; ability to obtain non-resident licenses
• 5+ years of commercial P&C account management or brokerage experience
• Experience with complex multi-state or multi-line accounts
• Knowledge of loss-sensitive and alternative risk-financing structures
• Proficiency in agency management systems and CRM

Responsibilities

• Serve as primary contact and trusted advisor for assigned clients
• Share accountability for retention, cross-sell opportunities, and renewal planning
• Lead client meetings and deliver strategic guidance on program performance
• Coordinate renewal and marketing processes with carrier partners
• Oversee compliance calendars and regulatory obligations for clients

Skills

Account management

Client meetings

CRM

Communication

Carrier relationships

Education

Bachelor's degree

CPCU/CIC/ARM desirable

Tools

Applied Epic

CRM

Job description

Oakbridge Insurance Agency seeks a Strategic Account Executive to manage high‑value client relationships, drive renewal strategies, and coordinate multi‑state P&C programs. You will partner with Producers, Account Managers, and carriers to optimize coverage design, risk management, and client outcomes.

The role emphasizes proactive client stewardship, cross‑sell opportunities, and leadership in renewal campaigns, requiring strong communication and deep product knowledge across property and