Client Executive

The Client Executive is responsible for the solicitation and sale of new business and the development of additional revenue from existing clients. This role drives organic growth by proactively identifying opportunities, building and deepening relationships, and presenting tailored risk management and insurance solutions. The Client Executive also oversees the servicing and retention of assigned accounts by collaborating closely with Account Managers and the broader service team, ensuring client needs are met through regular communication and ongoing advisory support.

Work Performed

• Meet activity and sales goals jointly established with management and regularly report progress toward those goals

• Proactively identify and qualify new leads and gather necessary information for future fact-finding appointments

• Develop, present and sell new business proposals to prospects, customizing solutions to meet each client’s needs

• Comply with agency account quality and size standards to ensure targeted, profitable growth

• Establish appropriate payment arrangements for each customer in alignment with agency guidelines

• Perform periodic service and goodwill calls on accounts and coordinate customer service requests with the assigned Account Manager and/or service team

• Provide ongoing professional advice, guidance and recommendations to improve clients’ risk management and insurance programs

• Actively pursue the cross-sale of additional coverages and policies to existing customers

• Collaborate with life, health, benefits and personal lines producers by sharing leads and facilities joint sales calls where appropriate

• Attend and actively participate in regular sales meetings, including pipeline reviews and strategic planning discussions

• Partner with the marketing department to secure and negotiate quotations and place coverage with insurance carriers

• Participate in company and carrier relationship-building efforts through positive, professional contact with carrier representatives

• Achieve educational and professional development goals as established by agency management

• Maintain a professional demeanor and actively support and promote a positive public image for Oakbridge in the community

• Active Property & Casualty Insurance License (required or ability to obtain)

• Demonstrated success in consultative sales and client relationship management

• Strong working knowledge of commercial property & casualty products, coverages, and risk management concepts

• Excellent written and verbal communication skills; able to explain complex coverage information clearly

• Strong organization, attention to detail, and ability to manage multiple priorities in a fast-paced environment

• Professional, team-oriented attitude and commitment to representing Oakbridge positively

• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and comfort using CRM/agency systems

• Ability to travel locally and visit clients and prospects as needed

Preferred Education & Experience

• Bachelor’s degree in business, finance, or a related field (preferred)
• 5+ years of commercial property & casualty insurance agency sales experience (preferred)
• Professional designation (e.g., CIC, CPCU, CRM) is highly desirable
• Property, Casualty, Life and Health license is a plus

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance