Strategic Account Executive

Job Description

Job Description

The Strategic Account Executive shares accountability with the Producer for the client relationship, driving strategic planning, renewals, and service delivery on assigned accounts. Assigned accounts are typically key accounts or carry multi-state, multi-line, or alternative risk-financing complexity, with account assignment approved by Producer. This individual partners closely with Producers, Account Managers, P&C service staff, and carrier partners, delivering proactive guidance on program performance, coverage design, risk management, and compliance across the accounts they own.

• Serve as the primary point of contact and trusted advisor for assigned clients
• Share accountability with the Producer for retention and account rounding, identifying and acting on cross-sell and new-line opportunities and recording them in agency systems
• Build and execute annual client strategic plans and service timelines
• Maintain a thorough understanding of each client’s business, operations, and risk exposures
• Lead client meetings, delivering strategic guidance on program performance, loss trends, and coverage design opportunities
• Flag risks, challenges, and opportunities, recommending solutions aligned with client goals and Oakbridge strategy

• Review loss analysis, program structuring, and financial modeling - including retention, deductible, and captive considerations - to support long-term program sustainability and informed client decisions
• Oversee client onboarding and renewal execution, ensuring timelines, deliverables, and service standards are met across internal teams and carrier partners
• Drive the renewal and marketing process end-to-end, including carrier negotiations, coverage placement, and final program recommendations
• Produce risk management strategies, stewardship reports, and client-facing presentations
• Track loss trends and program financial performance, partnering with the Producer and Account Managers on recommendations

• Coordinate all client deliverables, timelines, and service commitments
• Manage complex initiatives as project lead, ensuring coordination across internal and external partners
• Keep communication clear and timely among clients, Producers, carriers, and internal teams
• Own escalated policy issuance, billing, and complex claims issues, serving as liaison between client, carrier, and internal teams until each issue is verifiably resolved and confirmed with the client

• Confirm clients remain compliant with applicable insurance regulations and policy obligations
• Cultivate strong carrier and vendor relationships and deep product knowledge across property and casualty lines
• Stay current on industry trends, coverage forms, and regulatory changes
• Participate in internal initiatives that support team development and process improvement
• Oversee client compliance calendars and regulatory obligations, partnering with internal teams and carrier partners to mitigate risk and uphold certificate of insurance, state filing, and licensing requirements

• Maintain accountability for data accuracy and documentation within agency systems (CRM, Epic, carrier portals), ensuring compliance, reporting integrity, and operational excellence across assigned accounts

• Active Property & Casualty license, with the ability to obtain non-resident licenses as required
• 5+ years of commercial P&C account management or brokerage experience, including complex multi-state or multi-line accounts
• Working knowledge of loss-sensitive and alternative risk-financing structures (large deductible, retention, captive)
• Proficiency in agency management systems (Applied Epic preferred), carrier portals, and CRM
• Demonstrated ability to lead client meetings and present renewal recommendations to executive-level decision makers

Preferred Education & Experience

• Bachelor's degree in business, finance or a related field preferred
• Professional designations (CPCU, CIC, ARM, or equivalent) are highly desirable

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

#ZR

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.

Company Description

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.\r\n\r\nFor 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.\r\n\r\nOur 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.\r\n\r\nOakbridge 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.\r\n\r\nThis 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.