Client Executive

Oakbridge Insurance Agency • Knoxville, TN

5d

About The Position

The Client Executive is responsible for soliciting and selling new business and developing additional revenue from existing clients. The role drives organic growth by identifying opportunities, building and deepening relationships, and presenting tailored risk-management and insurance solutions. The Client Executive also oversees servicing and retention of assigned accounts in collaboration with Account Managers and the broader service team, meeting client needs through regular communication and ongoing advisory support.

Requirements

• Active Property & Casualty Insurance license, or ability to obtain one.
• Demonstrated success in consultative sales and client relationship management.
• Strong working knowledge of commercial property and casualty products, coverages, and risk-management concepts.
• Excellent written and verbal communication skills, including the ability to explain complex coverage information clearly.
• Strong organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
• Professional, team-oriented attitude and commitment to representing Oakbridge positively.
• Proficiency with Microsoft Office Suite (Word, Excel, and Outlook) and comfort using CRM or agency systems.
• Ability to travel locally and visit clients and prospects as needed.

Nice To Haves

• Bachelor’s degree in business, finance, or a related field.
• Five or more years of commercial property and casualty insurance agency sales experience.
• Professional designation such as CIC, CPCU, or CRM.
• Property, Casualty, Life, and Health licenses.

Responsibilities

• Meet activity and sales goals established jointly with management and regularly report progress.
• Identify and qualify new leads and gather information for future fact-finding appointments.
• Develop, present, and sell new-business proposals tailored to prospects’ needs.
• Follow agency account quality and size standards to support targeted, profitable growth.
• Establish customer payment arrangements in accordance with agency guidelines.
• Conduct periodic service and goodwill calls and coordinate customer service requests with the assigned Account Manager or service team.
• Provide professional advice, guidance, and recommendations to improve clients’ risk-management and insurance programs.
• Pursue cross-sales of additional coverages and policies to existing customers.
• Share leads with life, health, benefits, and personal-lines producers and facilitate joint sales calls where appropriate.
• Participate in sales meetings, pipeline reviews, and strategic planning discussions.
• Partner with the marketing department to obtain and negotiate quotations and place coverage with insurance carriers.
• Build carrier relationships through positive, professional contact with carrier representatives.
• Meet educational and professional development goals established by agency management.
• Maintain a professional demeanor and support Oakbridge’s positive public image in the community.

Benefits

• 401(k) plan with immediate participation, company match, and immediate 100% vesting.
• Company-paid life insurance.
• Company-paid short- and long-term disability benefits.
• Health insurance plan.
• Supplemental and voluntary benefit offerings.
• Friendly and flexible work environment.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed