About this role

Provide support to the AVMA Program Executive and the AVMA Relationship Manager for AVMA Trust;
Grow satisfied client relationships and maintain a profitable book of business;
Implement and integrate new and expanded products into clients’ portfolios;
Lead communication between AVMA Trust and service team members (administration, sales, customer service, marketing, database management, IT, etc.);
Prepare reports and presentations for client meetings, stewardships, and governing committee meetings; follow up with meeting notes;
Collaborate with Pearl Marketing Group (PMG) and business leaders;
Monitor service levels to ensure they meet or exceed client expectations.

Bachelor’s degree in business management, marketing, or related field.
5+ years of industry related experience in client management, sales, and/or administration; or equivalent combination of education and experience.
Strong interpersonal skills with a proven ability to interface effectively at all levels within an organization.
Life and Health, Accident, Personal Lines, Property and Casualty insurance licenses.

In addition to the base pay listed below, this role is also eligible for a commission plan

Client Executive – AVMA

Key skills