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Client Management Executive Jobs in Ohio (NOW HIRING)

Unison Risk Advisors

Client Manager - P&C

Cleveland, OH · On-site +1

... management. Cross-Functional Partnership & Integration • Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention. • Partner with internal teams and carrier ...

Unison Risk Advisors

Client Manager - P&C

Cincinnati, OH · On-site +1

... management. Cross-Functional Partnership & Integration • Collaborate with Sales, Client Executives, and Practice Leaders to drive growth and retention. • Partner with internal teams and carrier ...

FlexTG

Manager Client Account Management

Cincinnati, OH · Hybrid

$85K - $95K/yr

Executive presence and credibility with senior client stakeholders. * Direct, professional ... Experience using CRM platforms and reporting tools. * Experience conducting or supporting Quarterly ...

FlexTG

Manager Client Account Management

Cincinnati, OH · Hybrid

$85K - $95K/yr

Executive presence and credibility with senior client stakeholders. * Direct, professional ... Experience using CRM platforms and reporting tools. * Experience conducting or supporting Quarterly ...

Oswald Companies

Client Manager - Personal Lines

Cincinnati, OH

$37K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... management system. * Prepares and submits policy change requests to carriers and/or the assigned ... Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the ...

Oswald Companies

Client Manager - Personal Lines

Cleveland, OH

$37K - $50K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... management system. * Prepares and submits policy change requests to carriers and/or the assigned ... Serves the Practice Leader, Team Leader, Client Executive and Sales Executive staff in the ...

Gallagher

Sr. Client Service Executive

Cincinnati, OH · On-site

How you'll make an impact You'll manage day to day client service for your assigned accounts, keeping work organised and making sure clients get clear updates and practical support. You'll work ...

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Client Management Executive information

What are the key skills and qualifications needed to thrive as a client management executive?

To thrive as a Client Management Executive, you need expertise in account management, customer relationship building, and a background in business or sales, often supported by a relevant degree. Familiarity with CRM software, data analytics tools, and reporting systems is typically required. Exceptional communication, problem-solving, and negotiation skills help you stand out in managing client expectations and resolving issues. These skills are vital for maintaining strong client relationships, driving business growth, and ensuring customer satisfaction.

How does a client management executive typically collaborate with internal teams to address client needs?

A Client Management Executive frequently works cross-functionally, coordinating with sales, product, and support teams to ensure client satisfaction. They act as the primary liaison, communicating client feedback and requirements to relevant departments, facilitating quick resolution of issues, and aligning internal resources to meet client objectives. This collaborative approach not only ensures a seamless client experience but also fosters trust and long-term partnerships. Regular meetings and proactive communication are essential components of this process.

What is the difference between Client Management Executive vs Account Manager?

AspectClient Management ExecutiveAccount Manager
Primary RoleBuilds and maintains client relationships, ensures client satisfactionManages client accounts, upsells services, and renews contracts
Required SkillsCommunication, relationship management, problem-solvingSales, negotiation, client servicing
Work EnvironmentCustomer-focused, often in sales or client services teamsSales, account management, client support teams

Both roles focus on client interaction but differ in scope. Client Management Executives primarily focus on maintaining relationships and ensuring satisfaction, while Account Managers handle account growth and revenue generation. Understanding these differences helps in choosing the right career path or job search focus.

What does a client management executive do?

A client management executive is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring customer satisfaction. They often coordinate with sales, support, and account teams, utilize CRM tools, and may negotiate contracts to retain and grow client accounts.

What is a client management executive?

A client management executive is responsible for maintaining and strengthening relationships with clients, ensuring their needs are met, and promoting customer satisfaction. They often coordinate with sales, support, and account teams, utilizing communication and negotiation skills to retain clients and identify growth opportunities.

What cities in Ohio are hiring for Client Management Executive jobs?

Cities in Ohio with the most Client Management Executive job openings:

Client Management Executive jobs near you

Senior Client Manager - Construction

Unison Risk Advisors

Cleveland, OH

Full-time

Re-posted 12 days ago

Job description

Senior Client Manager, Construction – Job Description

Position Summary

Responsible for managing and servicing a portfolio of Property & Casualty clients by delivering tailored risk management and insurance solutions. This role serves as the primary client contact, providing strategic guidance, overseeing service delivery, and collaborating with internal teams to ensure client satisfaction, retention, and growth. The position combines hands-on execution with client leadership responsibilities and plays a key role in maintaining strong carrier and client relationships.

Key Responsibilities

Functional Leadership & Ownership

·         Own and manage a book of Property & Casualty business, ensuring high-quality service delivery and client satisfaction.

·         Serve as the primary point of contact for clients, providing guidance on risk management and insurance solutions.

·         Lead client strategy, including coverage design, renewals, and retention initiatives.

Hands-On Execution & Delivery

·         Assess client risk exposures and design appropriate insurance programs.

·         Market accounts to carriers, compile underwriting information, and negotiate terms.

·         Support day-to-day servicing including endorsements, certificates, billing, and coverage inquiries.

Reporting, Quality & Operational Support

·         Ensure all client deliverables are accurate, timely, and compliant.

·         Prepare proposals, stewardship reports, and client communications.

·         Monitor service execution and resolve issues proactively.

Cross-Functional Partnership & Integration

·         Collaborate with Sales, Client Executives, and internal teams to achieve growth and retention goals.

·         Support onboarding of new clients and ensure seamless integration.

·         Maintain strong relationships with carrier partners and internal stakeholders.

Growth, Change & Special Initiatives

·         Support business growth through upsell and cross-sell opportunities.

·         Participate in special projects, initiatives, and process improvements.

·         Contribute to training and development of team members.

Process Improvement & Best Practices

·         Identify opportunities to improve workflows and service delivery.

·         Stay current on industry trends, carrier appetites, and market conditions.

·         Promote best practices and operational excellence.

Accountability

·         Deliver high-quality client outcomes aligned with business goals.

·         Maintain accuracy, compliance, and reliability of all client service work.

·         Drive client retention and satisfaction.

·         Build strong internal and external relationships.

·         Demonstrate ownership, accountability, and sound decision-making.

Qualifications

Required

·         Property & Casualty License.

·         5–10+ years of commercial lines experience.

·         Prior client management experience in Property & Casualty.

·         Strong relationship management and communication skills.

·         Ability to work independently and execute effectively.

Preferred

·         College degree or equivalent professional experience.

·         Advanced industry designations or certifications.

·         Experience in complex or large client environments.

Key Competencies

·         Strategic Thinking

·         Ownership & Accountability

·         Client Relationship Management

·         Communication & Influence

·         Business Acumen

·         Process Improvement

Employment Type: FULL_TIME

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