Customer Success Sales Representative driving client engagement in digital banking at a leading PayTech company. Focused on relationship building through inbound and outbound calling while achieving team KPIs.
About the role
- Account Executive managing client relationships in the insurance sector, collaborating with Producers and internal teams to drive retention and support revenue growth. Delivering strategic insurance solutions and proactive service support in a hybrid work environment.
Responsibilities
- Partner with Producers to manage assigned client relationships, including client meetings, cross-selling efforts, and renewal strategy
- Act as the primary client contact, providing proactive communication at least quarterly and building relationships with key decision-makers
- Collaborate with Account Assistants to address service needs and resolve carrier or client issues
- Lead the renewal process by coordinating marketing strategy, gathering underwriting materials, and managing timelines 90–120 days prior to renewal
- Prepare and deliver renewal and new business proposals at least 21 days before renewal, including client presentations
- Work with Marketing to identify appropriate markets and secure competitive coverage and pricing
- Complete annual Insurance Coverage Reviews (ICRs) for accounts with $25,000+ in revenue
- Develop and manage client service plans, including stewardship reporting and risk assessments where applicable
- Ensure delivery of all client lifecycle deliverables while consistently meeting or exceeding service expectations
Requirements
- Active Insurance Broker license in applicable line of business
- Minimum of 5 years of experience in a similar commercial insurance role
- Strong written, verbal, and client-facing communication skills
- Proficiency in MS Office and agency management systems (AMS360, AMFRS)
- Highly organized with the ability to manage multiple priorities effectively
- Associate’s or Bachelor’s degree in a business-related discipline (preferred)
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Hybrid work arrangements
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