Client Executive (Employee Benefits)
About The Position
The Client Executive (Employee Benefits) provides strategic oversight for mid-to-large, high-revenue clients that require consultative benefits strategy and advanced lifecycle management. The role partners closely with Producers, supports business development, and mentors operational teams while optimizing client programs and outcomes. It manages or oversees a strategic book of medium-to-large clients with moderate-to-high revenue value, typically involving self-funded plans and customized benefit strategies. The position leads advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization. It also supports prospecting and strategic growth initiatives, develops strong carrier relationships, creates budgets and ROI models for benefits programs, and coaches and mentors Client Managers and peers.
Requirements
- Active Life & Health License.
- At least 5 years of relevant experience.
- Knowledge of self-insurance and compliance.
- Technical application skills, including OE guide applications, self-funded plan structures and compliance requirements, and budgets and ROI models.
- Advanced understanding of market forces, funding strategies, and regulatory shifts, with the ability to apply that understanding.
- Exemplary oral and written communication skills.
- Executive presence and professional composure.
- Strategic thinking.
- Integrity.
- Systems thinking and the ability to manage complexity and interdependencies.
- A coaching and knowledge-sharing mindset that supports the growth of others.
Responsibilities
- Manage or oversee a strategic book of medium-to-large, moderate-to-high-revenue clients, typically with self-funded plans and customized benefit strategies.
- Lead advanced client lifecycle management, including contract negotiation, escalated issue resolution, and program optimization.
- Support prospecting efforts and collaborate with Producers on strategic growth initiatives.
- Build and maintain strong carrier relationships to deliver optimal client outcomes.
- Develop budgets and ROI models for benefits programs.
- Coach, mentor, and guide Client Managers and peers.
Benefits
- Annual performance bonus
- Stock purchase
- Medical plans
- Prescription drugs
- Dental insurance
- Vision insurance
- Family Assistance Program
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Pre-tax parking plan
- 401(k)
- Life and AD&D insurance
- Accident insurance
- Critical illness insurance
- Hospital indemnity
- Long-term care
- Short-term disability
- Long-term disability
- Business travel accident insurance
- Identity theft protection
- Paid time off
- Flexible work options
- Paid holidays
- Sabbatical
- Gift matching
- Well-being stipend
- Personal and professional development
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
