Senior Client Executive - Marketing & Compliance

Job Summary:

The P&C (Property & Casualty) Marketing and Compliance Client Executive will serve as a key point of contact between our clients and internal teams, ensuring the successful execution of marketing strategies and compliance initiatives. This role requires a deep understanding of the P&C insurance industry, regulatory requirements, and the ability to deliver tailored solutions that meet client needs. The ideal candidate will have strong project management skills, a client-centric approach, and the ability to navigate complex regulatory environments.

Key Responsibilities:

• Client Relationship Management:

  • Serve as the primary liaison for P&C clients, understanding their needs, and ensuring their satisfaction.
  • Develop and maintain strong relationships with clients, providing ongoing support and expertise in marketing and compliance matters.
  • Collaborate with clients to develop and implement marketing strategies that align with their business goals and regulatory requirements.

• Marketing Strategy Execution:

  • Work with internal teams to create and execute effective P&C insurance marketing campaigns, including digital, print, and social media strategies.
  • Analyze market trends and client data to develop targeted marketing initiatives that drive growth and retention.
  • Monitor and report on the performance of marketing campaigns, providing insights and recommendations for improvement.

• Compliance Management:

  • Ensure that all marketing and client communications comply with P&C insurance regulations and company policies.
  • Stay current with changes in insurance regulations and advise clients on the implications for their marketing and business practices.
  • Assist clients in navigating the complexities of regulatory requirements, ensuring they remain compliant while achieving their business objectives.

• Project Management:

  • Manage multiple client projects simultaneously, ensuring that deadlines are met and deliverables are of high quality.
  • Coordinate with internal teams, including marketing, legal, and compliance, to ensure seamless project execution.
  • Prepare and present project updates, reports, and recommendations to clients and internal stakeholders.

• Business Development:

  • Identify opportunities to expand relationships with existing clients and secure new business in the P&C sector.
  • Collaborate with sales and business development teams to create proposals and presentations for prospective clients.
  • Contribute to the growth of the company by achieving or exceeding revenue targets.

Qualifications:

• Bachelor’s degree in Marketing, Business, Insurance, or a related field.
• Minimum of 10 years of experience in the P&C insurance industry, with a focus on marketing and compliance.
• Strong understanding of insurance regulations and compliance requirements.
• Proven experience in client relationship management and project management.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Strong analytical skills and attention to detail.
• Proficiency in marketing software and tools (e.g., CRM, digital marketing platforms).

Preferred Qualifications:

• Professional certifications in insurance (e.g., CPCU, ARM)
• Experience working with regulatory bodies and staying current with industry changes.
• Familiarity with digital marketing trends and strategies in the insurance sector.

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The Head of Service Operations will oversee the operational performance of the service department, ensuring efficient and effective service delivery to clients. This role will involve strategic planning, process improvement, team leadership, and client relationship management.

Salary/Benefits

$220,000 - $250,000 + /Year (based on experience)

Hybrid

Job Description

• Operational Support: Oversee teams and processes that support the ongoing operation of the US business, which includes digital business sold either online or through intermediaries and traditionally traded business intermediated through broking partners. Implement controls to reduce critical business processes risk. Examples include workforce management, process improvement, workflow management, commissions, user access controls, UW operations.
• Operational Efficiency: Build and maintain efficient, customer-centric processes that drive out cost and friction. Partner with change, UW, Marketing, distribution, and IT to drive continuous improvement throughout the business. Utilize data analytics, voice of customer, and process excellence to prioritize areas of opportunity. Leverage technology to eliminate, automate, and streamline service and operational support needs and improve business outcomes
• Service Enablement: Establish and maintain tools and governance needed to support the service delivery lifecycle, including technology, service management, knowledge management of business rules and processes, reporting, controls and governance, and quality assurance. Ensure documentation, communication, and implementation of ongoing changes to our business rules and processes, bridging the gap between internal stakeholders and customer/partner facing team members.
• Vendor Management: Oversee vendor performance and drive accountability for contractually agreed-upon business outcomes. Develop vendor targets that align with the customer and business expectations for exceptional service. Manage contract negotiations to adapt to the changing needs of the business. Collaborate effectively to support our vendor’s success.

Requirements

• Bachelor’s degree
• 7-10 years of experience in service delivery or operations management, with at least 5 years in a leadership position
• Experience managing outcomes through third-party vendors and negotiating contracts and service level agreements (SLAs)
• Proven track record of leading digital transformation and continuous improvement initiatives with measurable impact
• Leadership experience driving outcomes through others and developing high-performing teams
• Strong understanding of service delivery and operations frameworks, methodologies, and best practices, and modern contact center tools and technologies
• Excellent leadership, communication, and interpersonal skills with ability to engage and influence across all levels of the organization
• Ability to manage complex projects and drive change in a dynamic environment
• Strong knowledge of digital transformation trends and agile methodologies

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