Student Insurance Client Executive

Venbrook; Woodland Hills (UT); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Venbrook Group, a growing independent insurance brokerage, seeks a Client Executive to renew and retain student insurance clients. You’ll own the renewal strategy, negotiate with carriers, and maintain senior client relationships across campuses.

The role is based in California with approx 25% travel to client sites. You will implement sold accounts, manage enrollment data in Salesforce and AMS360, and collaborate with a Senior VP and Client Managers.

Qualifications

• 5–7 years of account management experience in the insurance industry.
• California Life & Health license, or the ability to obtain one within 90 days of hire.
• Bachelor’s degree or equivalent work experience.
• Residence in California, with the ability to travel to clients approximately 25% of the time.

Responsibilities

• Own the retention of a designated book of Student Insurance business, market, renew, service, and invoice those accounts.
• Own the decision-maker relationships at each institution, typically risk managers, student health center directors, business officers and bursars, athletic directors, and international student services leaders.
• Build strong, trusting client relationships, understanding each client’s needs and responding to all inquiries within 24 business hours.
• Lead regular meetings and strategic reviews on plan performance, client concerns, and opportunities to improve service.
• Resolve client inquiries and complaints about insurance products, policy changes, benefits, claims, and billing.
• Step in on escalated claims and service issues that go beyond what the Client Manager can resolve, and see them through with the client and carrier.
• Prepare and present presentations, carrier policies, and reports so clients can review claims data and coverage recommendations.
• Own a client service calendar aligned to the academic year, covering enrollment periods, waiver deadlines, and renewal milestones.
• Deliver client trainings each year.
• Travel approximately 25% of the time to clients across California and at the direction of the SVP.

Skills

Account management

Renewals

Negotiation

Data analysis

Stakeholder management

Education

Bachelor’s degree or equivalent

California Life & Health license

Tools

Salesforce

AMS360

Excel

Microsoft 365

Job description

Venbrook Group, a growing independent insurance brokerage, seeks a Client Executive to renew and retain student insurance clients. You’ll own the renewal strategy, negotiate with carriers, and maintain senior client relationships across campuses.

The role is based in California with approx 25% travel to client sites. You will implement sold accounts, manage enrollment data in Salesforce and AMS360, and collaborate with a Senior VP and Client Managers.