Client Executive | Employee Benefits

Oakbridge Insurance Agency • Knoxville, TN

2d

About The Position

The Employee Benefits Client Executive develops new employee benefits business and expands revenue within existing client relationships. The role acts as a strategic advisor to employers on health and welfare benefit programs, helping clients manage costs, improve plan performance, support employees, and navigate a complex benefits environment. The Client Executive leads prospect strategy and client relationships, partnering with Account Management, Analytics, Marketing, Compliance, Communications, and other internal specialists to deliver coordinated solutions and support retention.

The position is expected to meet activity, new business, retention, and revenue goals established with management. It includes identifying and qualifying prospects, leading discovery and consultative sales, developing tailored strategies and proposals, and overseeing client relationships and renewal planning. The Client Executive also works with internal teams and external vendors to evaluate options, develop recommendations, and coordinate service delivery.

Oakbridge describes its environment as friendly and flexible and offers benefits including a 401(k) plan with immediate participation, company match, and immediate 100% vesting; company-paid life insurance and short- and long-term disability; health insurance; and supplemental voluntary offerings. Oakbridge is an equal opportunity employer committed to diversity and inclusion.

Requirements

• Active Life & Health / Accident & Sickness insurance license as required by applicable state law.
• Proven record of successful employee benefits sales, relationship management, and client retention, with a commitment to consultative service.
• Strong working knowledge of employer-sponsored health and welfare benefits, including medical, dental, vision, life, disability, voluntary benefits, and common fully insured, level-funded, and self-funded arrangements.
• Ability to manage multiple prospects, renewals, client priorities, and deadlines in a fast-paced, production-oriented environment.
• Excellent written, verbal, and presentation skills, including the ability to explain complex benefits, financial, and healthcare concepts clearly to executives, HR leaders, finance teams, and employees.
• Ability to prospect, build executive-level relationships, lead a consultative sales process, generate new business, and retain and expand existing accounts.
• Ability to interpret renewal data, claims and utilization reporting, benchmarking, contribution strategies, carrier/vendor proposals, and plan-performance information in partnership with internal subject-matter experts.
• Ability to travel to existing and prospective clients and conduct in-person meetings, presentations, enrollment-related meetings, and relationship-building activities as needed.

Nice To Haves

• Bachelor’s degree in business, finance, risk management, human resources, healthcare, or a related field.
• At least 5 years of employee benefits brokerage, consulting, carrier, TPA, or related benefits sales/client management experience.
• Professional benefits designation such as CEBS, RHU, REBC, or GBA, and/or demonstrated expertise in self-funding, alternative funding, cost containment, or healthcare analytics.

Responsibilities

• Meet activity, new business, retention, and revenue goals jointly established with management and regularly report progress.
• Identify and qualify employee benefits prospects; conduct discovery meetings to understand business objectives, workforce demographics, plan structure, pain points, funding arrangements, renewal history, and decision-making processes.
• Develop and present tailored employee benefits strategies and proposals, explaining Oakbridge’s capabilities, recommended solutions, implementation approach, and expected value.
• Pursue opportunities that meet agency account quality, size, revenue, and strategic standards for profitable organic growth.
• Lead client relationships and establish expectations for service scope, stewardship cadence, deliverables, responsibilities, and decision timelines.
• Conduct client strategy, stewardship, and renewal-planning meetings and coordinate service needs with the assigned Account Manager and Employee Benefits team.
• Provide consultative guidance on plan design, funding strategy, cost containment, contribution strategy, networks, pharmacy benefits, stop-loss, employee engagement, and other relevant solutions.
• Identify and pursue appropriate cross-sell opportunities, including voluntary benefits, life and disability, executive benefits, retirement, property and casualty, and other Oakbridge capabilities.
• Collaborate with producers and specialists across Employee Benefits, Property & Casualty, Personal Lines, Retirement, and other practice areas; share leads and facilitate joint meetings as appropriate.
• Maintain an active sales pipeline and participate in sales meetings, pipeline reviews, prospect strategy sessions, and growth-planning discussions.
• Partner with marketing and analytics resources on renewal and market strategies; prepare carrier, TPA, and RFP submissions; evaluate proposals; negotiate terms; and present financial comparisons and recommendations.
• Build productive relationships with medical, pharmacy, stop-loss, ancillary, TPA, benefits administration, and other vendor partners, representing Oakbridge and advocating for clients.
• Stay current on benefits trends, funding strategies, carrier and vendor capabilities, healthcare cost drivers, and relevant regulatory developments; complete management-established professional development goals.
• Support Oakbridge’s reputation through client service, networking, referral relationships, and industry involvement.
• Travel to current and prospective clients and conduct in-person meetings, presentations, enrollment-related meetings, and relationship-building activities as needed.

Benefits

• 401(k) plan with immediate participation, company match, and immediate 100% vesting.
• Company-paid life insurance.
• Company-paid short- and long-term disability.
• Health insurance plan.
• Supplemental voluntary benefit offerings.
• Friendly and flexible work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level