Logo for Pearl Insurance, a subsidiary of One80 Intermediaries

Client Executive (AVMA)

Role overview

Qualifications

  • Bachelor’s degree in business management, marketing, or related field
  • 5+ years of industry related experience in client management, sales, and/or administration
  • Strong interpersonal skills
  • Life and Health, Accident, Personal Lines, Property and Casualty insurance licenses

Responsibilities

  • Provide support to the Program Executive and Relationship Manager
  • Manage customer satisfaction for assigned client(s)
  • Prepare reports and presentations for client meetings
  • Collaborate with marketing and business leaders to implement strategies

Key facts

Other skills

  • Analytical Skills
  • Communication
  • Report Writing
  • Social Skills

About the company

Pearl Insurance, a subsidiary of One80 Intermediaries logo

Pearl Insurance, a subsidiary of One80 Intermediaries

Pearl Insurance, a subsidiary of One80 Intermediaries, was founded on the belief that people have a basic human need to live and work with certainty. Over 70 years later, that same belief is still the foundation of everything we do. We are a privately held insurance company with four core focuses: business insurance, personal insurance, associations, and unions. Business Insurance: We work tirelessly to help businesses or firms find the best insurance options for their industry's specific set of risks. Thanks to our relationships with a wide network of nationwide carrier partners, we can help find a policy that fits like a glove. Personal Insurance: We know how overwhelming shopping for personal insurance can be. That's why our expert representatives shop policies for our customers. We'll provide plan features and quotes from several top-rated companies so our customers can select the plan that works best for their needs and budget. Associations: We design, administer, and market insurance programs for membership organizations and associations. Through investments in technology, people, products, and services, we help our clients maintain a competitive edge. Unions: We've been providing high-quality insurance programs to union groups for 80 years. All our union-based products are competitively priced and can be paid for through payroll deduction.

Company details

Company size201 - 500

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

The Client Executive is responsible for providing support to the AVMA Program Executive and the AVMA Relationship Manager for AVMA Trust; responsible for 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, including administration, sales, customer service, marketing, database management, IT, etc. for all product lines offered by AVMA Insurance Services.

Your Impact:

  • Sustain and grow revenue by providing support to the Program Executive and Relationship Manager
  • Manage and assume responsibility for customer satisfaction for assigned client(s).
  • Prepare reports and presentations for client meetings, stewardships, and governing committee meetings; follow up with meeting notes and ensure action items are completed.
  • Strong analytical skills with the ability 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’s 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.

Successful Candidates Will Have:

  • 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.

One80 Intermediaries is part of Arrowhead Intermediaries, a global insurance distribution platform that offers deep specialization, scale, and innovation across wholesale brokerage, program administration, and specialty insurance. With more than 7,000 professionals worldwide and a collective portfolio exceeding $18 billion in premium placed in 2024, our combined organization delivers a diverse trading platform for insurance carriers as well as expanded access and niche solutions for brokers and customers navigating complex and hard-to-place risks. The platform combines entrepreneurial culture with operational excellence to deliver tailored solutions and long-term value across the insurance ecosystem.  For more information, please visit one80.com. If you have any questions about this posting, please contact one80careers@one80.com.

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

Pay Range:

$64,800 - $80,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

One80 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.

Learn more about working at One80 Intermediaries by visiting our careers page: www.one80.com/careers.

Personal information submitted by California applicants in response to a job posting is subject to One80's  California Job Applicant Privacy Notice .


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role.  Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions.  Additional information regarding this policy can be found on our careers page.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Client Success Manager Related jobs

Other jobs at Pearl Insurance, a subsidiary of One80 Intermediaries

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.