Senior Client Account Executive managing client relationships and service plans for employee health and benefits. Collaborating with teams to deliver tailored insurance solutions.
Responsibilities
Build and maintain strong relationships with key clients and carriers through phone, email, and in-person interactions
Develop and execute comprehensive client service plans tailored to assigned accounts
Coordinate internal and external activities to manage both new and renewal accounts efficiently and professionally
Identify cross-sell opportunities and recommend new lines of coverage that align with client objectives
Collaborate closely with Producers and Marketing Account Executives to oversee the renewal process
Prepare and present marketing materials and ensure smooth implementation by working alongside service teams
Assist clients and internal staff with service questions related to administration, billing, and claims
Maintain detailed records in client management systems to track policies, meetings, and follow-ups
Attend seminars and carrier meetings to stay current on new products and legislative changes
Mentor team members and handle additional duties as assigned
Requirements
Bachelor's degree or equivalent education and related training
7+ years of relevant insurance industry experience
Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Strong understanding of EHB claims data
Experience with alternative funding arrangements, pharmacy programs, care management and wellness solutions
Knowledgeable in EB Compliance
Demonstrated skillset with Microsoft Office and proficiency with Excel and PowerPoint
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Job title
Senior Client Account Executive – Employee Health & Benefits
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