National Client Executive - Southeast Region

About the Role

The National Client Executive is accountable for all aspects of the customer experience with assigned national clients, managing and owning the overall client relationship. As the lead of a team of professionals, they will deliver on promises, leverage service capabilities to exceed expectations, and problem-solve for custom client needs. They will review financial metrics, retention, and growth of the assigned block and serve as a subject-matter expert on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid), and ADA. Typical group size is 2000+ lives.

Responsibilities

• Drives the client renewal strategy for premier clients, with input from sales and/or practice leaders.
• Provides comprehensive service and directly assists in profitably growing the company’s top consulting base.
• Leads finalist meetings, often with large teams, including navigating complex solution discussions.
• Proactively identifies and executes cross-sell opportunities (additional lines of business).
• Manages merger and divestiture activities with clients to ensure smooth transitions.
• Manages and negotiates complex performance guarantees.
• Drives client conversations around potential downstream effects of plan changes.
• Achieves or exceeds assigned metrics (service, client persistency, implementations, and customer satisfaction).
• Develops effective, efficient strategies and workflows for growing the existing book of business.
• Develops and manages annual client strategies to ensure persistency and profitable growth.
• Interprets and delivers client data in relation to benchmark data.
• Provides suggested strategies for the client’s future based on data and industry trends, often requiring high customization.
• Works closely with Regional Sales Office, Implementation Manager, and internal support resources to develop strategies for new and existing business.
• Manages high-level relationships with client and broker decision-makers.
• Works effectively with all functional departments to implement new business and prepare for renewals.
• Performs deep analysis of raw data to identify trends and create solutions.
• Develops ad-hoc and customized reporting for top brokers and clients.
• Provides support to clients for system (HRIS, payroll, vendor) changes, often involving high complexity.

Requirements

• Bachelor’s Degree (BS/BA) – Business or related field.
• 5+ years of group insurance experience servicing clients/client management.
• Group Life and Health License(s) required.
• Knowledge of MS Office applications (Outlook, Word, Excel, PowerPoint).
• Self-motivated with the ability to manage own work.
• Consistently champions company and department vision and goals; drives client adherence to initiatives.
• Excellent presentation and written/verbal communication skills.
• Proven ability to multi-task and manage tight deadlines.
• Strong analytical and problem-solving skills.
• High level of customer service orientation.
• Ability to manage responsibilities with limited supervision and work autonomously.
• Ability to prioritize daily responsibilities by discerning urgent needs and escalating as needed.
• Experience negotiating complex contracts and agreements.
• Highly adaptable with an ability to learn and grow in an ever-changing environment.
• At least 3 years of group insurance experience in absence management, disability, leave, and life insurance, as well as client management, sales, or underwriting.

Pay

The expected hiring range for this position is $94,090.00 - $125,610.00 annually for work performed in the primary location (Atlanta, GA). This range covers only base pay and excludes other compensation components such as commissions or incentive awards. The successful candidate’s starting base pay will be based on several factors including work location, job-related skills, experience, qualifications, and market conditions. These ranges may be modified in the future. Work location may be flexible if approved by the Company.

Benefits

• Annual performance bonus for all team members.
• Generous 401(k) company match that is immediately vested.
• A choice of three medical plans (including prescription drug coverage). For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account.
• Multiple options for dental and vision coverage.
• Company-provided Life & Disability Insurance.
• Family-friendly benefits including Paid Parental Leave & Adoption Assistance.
• Hybrid work arrangements for eligible roles.
• Tuition Reimbursement and Continuing Professional Education.
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company-paid holidays. PTO may increase based on level and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program.
• Ability to connect with colleagues around the country through Employee Resource Group program.