Markel Group is seeking a Client Executive - State National to develop and manage a portfolio of strategic client relationships. In this role, you will act as a trusted advisor, ensuring exceptional client satisfaction while driving account retention and profitability.
What You'll Do
- Manage a designated client portfolio to ensure service excellence, account retention, and profitable growth.
- Build and maintain strong, multi-level client relationships, serving as a strategic partner and primary point of contact.
- Represent the organization in client-facing engagements, including executive meetings, presentations, and business development events.
- Conduct data-driven reviews of client and territory profitability, identifying trends and recommending program adjustments.
- Lead Annual Program Reviews, presenting insights and actionable recommendations to enhance performance and client satisfaction.
- Meet regularly with client stakeholders to discuss operational needs and overall program health.
- Clearly communicate company programs, value propositions, and competitive differentiators.
- Facilitate the full onboarding and implementation process for new accounts.
- Deliver comprehensive client training to support accurate program administration and compliance.
- Maintain accurate, up-to-date client profiles, documentation, and activity records within the CRM system.
- Facilitate handling of client needs and requests, managing all program maintenance and changes.
- Support sales teams in pursuing and securing new business opportunities.
- Identify opportunities to cross-sell additional company products or services.
- Act as liaison between clients and internal departments to resolve issues.
- Make informed decisions that align with company goals, policies, and compliance requirements.
- Protect the confidentiality of sensitive internal and external information.
- Demonstrate consistent professionalism, reliability, and strong follow-through.
What We're Looking For
- Bachelor’s degree or an equivalent combination of education, training, and relevant professional experience.
- Five (5) years of experience in relationship management or at least three (3) years financial institution lending management or equivalent experience.
- Must reside in the Pacific time zone.
- Valid driver’s license with an insurable driving record.
- Willingness and ability to travel extensively, including overnight and occasional weekend travel.
- Exceptional communication skills, including face-to-face, written communication, and active listening abilities.
- Demonstrated ability to develop and maintain exceptional relationships at all levels.
- Strong negotiation and influencing skills with executive-level contacts.
- Proven ability to deliver high-quality presentations and facilitate client discussions.
- Strong analytical capabilities, including financial analysis and performance forecasting.
- Proficiency in Microsoft Word, Excel, PowerPoint, and CRM systems.
- Highly organized with strong planning and problem-solving skills.
- Effective time management and prioritization under tight deadlines.
- Self-motivated, driven, and able to operate independently with minimal supervision and a high level of accountability.
Nice to Have
- Good understanding of credit union lending and collection processes and practices.
- Familiarity with Collateral Protection Insurance (CPI), Property & Casualty Insurance, and/or financial institution operations.
Technical Stack
- Microsoft Word, Excel, PowerPoint
- CRM systems
Team & Environment
Partners cross functionally to deliver program enhancements, address client needs and communication, and support new business opportunities.
Benefits & Compensation
- Salary range: $115,000 - $130,000
- Multiple health, dental and vision insurance plan options.
- Optional life, disability, and AD&D insurance.
- 401(k) with employer match contributions.
- Employee Stock Purchase Plan.
- PTO, corporate holidays and floating holidays.
- Parental leave.
Work Mode
This is a remote position. Candidates must reside in the Pacific time zone.
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic.
