Client Executive – AVMA

One80 Intermediaries

Client Executive supporting AVMA Trust and managing client relationships for insurance services. Growing revenue and ensuring client satisfaction while overseeing integrations of new products.

Posted 6/18/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $64,800 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client managementsalesadministrationreport preparationpresentation skillsdatabase management

Soft Skills

interpersonal skillscommunicationcollaborationleadership

Certifications

Life and Health insurance licenseAccident insurance licensePersonal Lines insurance licenseProperty and Casualty insurance license