Client Advocacy Executive (Account Executive)

The Lewer Companies•Overland Park, KS

52d•Hybrid

About The Position

As a Client Advocacy Executive, you serve as a strategic partner to schools and administrators, overseeing the full lifecycle of client relationships and driving long-term success. You take ownership of key accounts, ensuring not only smooth onboarding and implementation but also ongoing engagement, satisfaction, and retention. You deliver WOW! Service by proactively identifying client needs, presenting customized solutions, and guiding administrators and students through complex insurance-related decisions. You play a critical role in revenue growth by managing renewals, expanding existing relationships, and identifying opportunities for new business. Through regular client meetings, presentations, and strategic check-ins, you build trust, strengthen partnerships, and position the organization as a reliable advisor. In addition, you collaborate cross-functionally with internal teams to ensure operational excellence, resolve escalated issues, and continuously improve the client experience. Your impact is measured by client retention and the ability to cultivate strong, lasting relationships that contribute to the organization’s profitability and reputation.

Requirements

You’ve received your bachelor’s degree from an accredited university in business, healthcare, education, or a related field, and you’ve spent 3-5 years in an account or project management role.
You hold a life and health insurance license or will within 90 days of hire.
You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
You are also proficient with Adobe and CRM systems, preferably AgencyBloc.

Nice To Haves

You may be bilingual, which is a plus.

Responsibilities

Client Satisfaction & Retention: You play a critical role in ensuring clients receive exceptional service and support that fosters long-term loyalty. By building strong relationships, understanding each client’s unique needs, and delivering customized solutions, you create a consistent and positive experience that reinforces trust in the organization. Your ability to respond with professionalism, anticipate challenges, and provide proactive guidance directly influences retention rates, customer satisfaction scores, and referral growth. Through your commitment to service excellence, you strengthen client partnerships and contribute to the organization’s reputation for reliability and care.
Business Development: You strengthen client relationships by collaborating with the sales team to identify actionable insights and opportunities. You help customize solutions to meet changing client needs and contribute to strategies that deepen partnerships. You actively participate in prospect meetings, networking events, and industry forums to reinforce brand presence and open doors for growth. By positioning the organization as a trusted partner, you create the foundation for successful sales outcomes and long-term market expansion.
Program Management: You support clients by coordinating implementation, onboarding, orientation meetings, and annual policy renewals. You maintain and update materials provided to schools including plan summaries, brochures, policies, and websites, ensuring accuracy and accessibility. You may also assist in managing social media messengers and scholarship contests, contributing to broader program engagement. Your attention to detail and organizational skills minimize delays, reduce errors, and optimize processes, resulting in smoother delivery and stronger outcomes for client-facing programs.
Risk Mitigation: You help clients manage and minimize their exposure to potential risks. By communicating clearly and accurately about coverage details you empower clients to make confident and informed decisions. You proactively identify potential issues, escalate them appropriately, and drive timely resolutions that safeguard client interests and prevent disruptions. Beyond issue management, you contribute to building a culture of risk awareness and prevention, strengthening both client trust and organizational reliability. The impact of your work is reflected in reduced claim rates, improved loss ratios, and overall risk reduction that supports long-term client stability and satisfaction.
Team: Your mentorship skills have a significant impact on associate engagement, retention, and overall productivity. The impact of your work in this area is reflected in improved team performance, reduced turnover rates, and enhanced overall business performance.
Cross-Functional Collaboration: Your collaborative approach in working with internal and external stakeholders is vital to the organization’s success. Through effective communication, relationship-building, and teamwork, you foster a culture of collaboration that enables successful partnerships and supports cross-functional initiatives. In addition, you contribute to department program management and system-wide responsibilities such as participating in annual audits, ensuring operational integrity. By tracking and reporting on performance metrics you provide visibility into results and areas for improvement. Leveraging data-driven insights, you refine strategies, strengthen accountability, and ensure that collaborative efforts translate into measurable business impact aligned with the organization’s broader objectives. You have a commitment to cross-training and serving as backup for your colleagues as needed, which drives smooth operations and superior service for all Lewer clients.