Senior Client Advisor

Choice Financial Group • Virginia Beach, VA

3d • Onsite

About The Position

We are seeking a highly experienced and client-focused Senior Client Advisor to join our Health & Benefits team. In this role, you will serve as a trusted advisor to a portfolio of clients, delivering strategic guidance and ensuring the seamless administration of employee benefit programs. This is an opportunity to build strong relationships, solve complex challenges, and make a meaningful impact on client success while contributing to the growth of our organization.

Requirements

• High school diploma required
• Minimum of 5 years of recent experience in employee benefits or commercial lines account management
• Active Health & Life Insurance License, or ability to obtain and maintain
• Strong knowledge of ERISA, Section 125 plans, and IRS reporting requirements (Forms 1095 and 5500)
• Advanced proficiency in Microsoft Office Suite
• Demonstrated professionalism, sound judgment, and discretion in client-facing situations

Nice To Haves

• Bachelor’s degree preferred

Responsibilities

• Manage and retain a portfolio of employee benefits clients, ensuring exceptional service and satisfaction
• Oversee benefit programs including medical, dental, vision, life, and disability coverage
• Serve as the primary liaison between clients, employees, and insurance carriers
• Coordinate enrollments, plan changes, and terminations with accuracy and timeliness
• Develop and deliver client-facing materials such as presentations, proposals, and benefit summaries
• Partner with producers on new business opportunities and renewals
• Negotiate with carriers to secure competitive pricing and plan design solutions
• Stay current on industry trends, underwriting practices, and regulatory changes
• Maintain accurate client records and ensure full compliance with regulations and company standards
• Resolve complex service issues, including billing discrepancies and coverage concerns
• Identify cross-selling opportunities and support business development initiatives
• Recommend and implement process improvements to enhance service delivery
• Ensure compliance with ERISA, Section 125, and IRS reporting requirements (Forms 1095 and 5500)

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED