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 ef
