Client Executive; AVMA

AVMA Client Executive

The AVMA Client Executive is responsible for providing support to the AVMA Program Executive and the AVMA Relationship Manager for AVMA Trust, growing satisfied client relationships, maintaining a profitable book of business, and implementing and integrating new and expanded products into the clients' portfolios. The Client Executive leads communication between AVMA Trust and the service team members (administration, sales, customer service, marketing, database management, IT, etc.)

for all product lines offered by AVMA Insurance Services.

• Sustain and grow revenue by supporting the Program Executive and Relationship Manager.
• Manage and assume responsibility for customer satisfaction for assigned client(s).
• Prepare reports and presentations for client meetings, stewardship, and governing committee meetings; follow up with meeting notes and ensure action items are completed.
• Utilize strong analytical skills to interpret data and generate meaningful reports.
• Collaborate with Pearl Marketing Group (PMG) and business leaders to ensure marketing strategies and campaigns for all AVMA Insurance Services product lines are implemented and meet client expectations, deliverables, and profitability goals.
• Coordinate regular marketing strategy meetings with PMG and client to include cross‑sell and upsell strategies across all product lines, annual marketing plan and calendar reviews, annual budget tracking to ensure costs are not exceeded, and serve as a conference/event liaison for the client and Pearl’s event coordinator to ensure client expectations are met.
• Work with the Reporting and the Data Teams to prepare monthly and annual client reports, board reports, and other ad hoc reporting as requested by client and the AVMA Trust client services team.
• Work with internal departments to monitor service levels to ensure they meet or exceed client expectations.
• Review processes and procedures; proactively make changes to ensure efficiency and the best possible customer experience.
• Communicate and coordinate activities with AVMA Trust, carriers, vendors on changes, updates, and/or issues that relate to administration, marketing, sales, and customer service for AVMA Insurance Services.
• Develop annual T & E budget for client activities.
• Support the AVMA Trust client services team with other duties as needed.

• Bachelor’s degree in business management, marketing, or a related field.
• 5+ years of industry‑related experience in client management, sales, and/or administration; or an 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.

• Pay Range: $64,800 - $80,000 annually.
• Eligible for incentive bonus plan.

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80 Intermediaries is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.