Client Executive - Group Benefits

Key Responsibilities

• Serves as the primary relationship leader across all levels for a book of business valued between $750K–$2M.
• Led account strategy development and execution in partnership with internal teams and clients.
• Acts as a subject matter expert across benefits programs, self-funding strategies, and carrier solutions.
• Owns renewal strategy, carrier negotiations, and overall account performance.
• Supports Senior Client Executives in managing complex accounts and deliverables.
• Oversees onboarding of new clients including service validation and implementation planning.
• Reviews and approves deliverables such as renewals, pricing analysis, and compliance materials.
• Conducts client meetings, presentations, and open enrollment sessions as needed.

Reporting, Quality & Operational Support

• Ensures accuracy and quality of client deliverables and reporting outputs.
• Maintains CRM data integrity and updates key account intelligence.
• Marks revenue collection including fees and commissions.
• Tracks service plans, deliverables, and timelines to ensure execution excellence.

Cross-Functional Partnership & Integration

• Collaborates with sales, analytics, and service teams to deliver integrated solutions.
• Aligns internal resources to meet client goals and service expectations.
• Pairs with leadership on upsell and cross-sell strategies.

Growth, Change & Special Initiatives

• Identifies opportunities to expand services and deepen client relationships.
• Drives Total Account Selling (TAS) goals and revenue growth initiatives.
• Leads strategic planning for long-term health management solutions.

Process Improvement & Best Practices

• Implements efficient processes to enhance service delivery and outcomes.
• Stays current on industry regulations including HIPAA, COBRA, and healthcare reform.
• Develops best practices and trains team members on operational excellence.

Accountability

• Driving client satisfaction, retention, and revenue growth.
• Ensuring high-quality, timely, and compliant deliverables.
• Maintaining strong client and internal relationships.
• Providing leadership, decision-making, and overall account ownership.

Qualifications

• 5–10 years of benefits and insurance industry experience.
• Life, Health & Accident license.
• Strong understanding of self-funded and fully insured programs.
• Proven sales and account management capabilities.
• Strong communication, relationship, and project management skills.

Preferred

• College degree.
• Advanced industry designations or certifications.
• Experience with enterprise client strategy and growth initiatives.