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Internal Client Executive

4 months ago

Bedford, United States Markel Full time

What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers. We're always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs.

Join us and play your part in something special

Manage assigned territory of new and existing clients to include service, profitability and account retention. Develop and maintain a business relationship with all account personnel involved with the State National Companies program including, but not limited to, C & V levels. Prepare and maintain reports, correspondence and follow-up. Primary point of contact for assigned accounts with ultimate responsibility for overall client satisfaction and delivery of the State National Value Proposition.

Essential Functions:

  • Direct operational and underwriting resources and activities within your territory to optimize the P&L, relationships and Service Levels to insure SNC retains profitable business over time.
  • Develop and maintain positive client relationships to facilitate strong partnership relationships; resolve account issues and bring to successful conclusions and also effectively entertain clients (including but not limited to golf, dinners, sporting events, etc.) while maintaining assigned territory budgets
  • Continuously analyze client needs and use independent discretion to advise and structure insurance and service programs to meet both client and State National needs
  • Lead various and often tense negotiations, weighing the trade-offs between profitability and account retention, with C and V level Credit Union and Bank counterparts
  • Understand and predict the buying cycle of clients to stay ahead of competitive and market pressures that may jeopardize our ability to retain profitable business
  • Make discretionary financial decisions within your authority to remedy pain points during the claims and service process
  • Cross sell ancillary products and services to drive business results and improve retention
  • Serve as Subject Matter Expert while supporting our Sales team in the client acquisition process.
  • Maintain accurate and up-to-date client profiles and records through CRM database
  • Conduct professional presentations and meetings with executive level contacts, including the annual Impact Review with recommendations for program enhancements and/or corrective adjustments
  • Analyze profitability at both client and territory level in order to recommend, negotiate and implement program changes as needed.
  • Responsible for facilitating the implementation process of new accounts.
  • Conduct client training to ensure understanding of program and to facilitate effective client administration.
Additional Responsibilities:
  • Ability to act as liaison between clients and other State National Companies departments. Ability to make decisions in line with overall company goals and objectives
  • Monitor and enforce Company policy and procedures
  • Cross sell other Company products or services as appropriate
Knowledge/Skills/Abilities:
  • Effective social and interpersonal (listening, oral and written communication and relationship building) skills
  • Ability to analyze financial results and forecast performance
  • Effective influence and negotiation skills
  • Strong organizational, planning and problem solving skills
  • Effective time management skills
  • Self-motivated and drive to succeed
  • Strong computer skills (Microsoft Word, Excel, CRM and Power Point)
  • Prefer knowledge of Collateral Production Insurance, Property and Casualty Insurance and/or the banking industry.
  • Must possess a valid Driver's License with a good driving record and be deemed to be an insurable risk
  • Must have financial means to travel, paying for airfare, hotel, meals and other miscellaneous expenses for business travel purposes on an as needed basis (employee will be reimbursed by the Company for company-related travel expenses)
  • Access to confidential information, both internal and external
  • Attendance and dependability: The employee can be depended on to report to work at the scheduled time and is seldom absent from work. Employee can be depended upon to complete work in a timely, accurate and thorough manner and is conscientious about assignments.
  • Candidate must exhibit professional maturity
Education/Experience
  • College degree required; High School Diploma or equivalent required
  • Five (5) years' experience in relationship management or three (3) years' experience in financial institution lending background.
  • Demonstrated success in relationship building techniques
Who we are:

Markel Group (NYSE - MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.

We're all about people | We win together | We strive for better

We enjoy the everyday | We think further

What's in it for you:

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
  • We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
  • All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
  • We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
  • Markel offers hybrid working schedules of 3 days in the office and 2 days remote.
Are you ready to play your part?

Choose 'Apply Now' to fill out our short application, so that we can find out more about you.

The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.

Caution: Employment scams

Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
  • All legitimate job postings with Markel will be posted on Markel Group Careers.
  • All legitimate communications with Markel recruiters will come from Markel.com email addresses.


We would also ask that you please report any job employment scams related to Markel to rarecruiting@markel.com.

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e-mail to the rarecruiting@markel.com.

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