Client Service Executive
Client Service Executive - Employee Benefits (Broker Side)
Location: On Site, Hybrid potential
Employment Type: Full-Time
Department: Employee Benefits / Brokerage Services
Position Summary
We are seeking a highly skilled and client-focused Client Service Executive to join our Employee Benefits brokerage team. This role is responsible for managing a portfolio of employer clients, serving as their strategic advisor and primary point of contact for all benefits-related services. You will lead the delivery of renewal strategies, vendor coordination, and ongoing service excellence, ensuring clients receive tailored, compliant, and cost-effective benefits solutions.
Key Responsibilities
- Serve as the lead relationship manager for a portfolio of mid-to-large market clients.
- Oversee the annual renewal process, including carrier negotiations, plan design analysis, and financial modeling.
- Coordinate with internal teams (compliance, underwriting, analytics, wellness) to deliver integrated solutions.
- Provide strategic guidance on benefits trends, regulatory changes, and cost containment strategies.
- Ensure timely and accurate delivery of client communications, reports, and deliverables.
- Facilitate client meetings, presentations, and open enrollment support.
- Identify opportunities for expanding services and deepening client relationships.
- Maintain strong carrier relationships to support competitive pricing and service delivery.
Qualifications
- 5-10 years of experience in employee benefits brokerage or consulting.
- Proven success managing client relationships and delivering strategic benefits solutions.
- Strong knowledge of group health, dental, vision, life, disability, and voluntary benefits.
- Excellent communication, presentation, and negotiation skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.
- Health & Life Insurance License (or ability to obtain within a specified timeframe).
Preferred Experience
- Experience working with public sector clients (cities, counties, school districts) is a plus.
- Familiarity with firms such as Gallagher, Lockton, Alliant, or similar brokerages.
- Background in compliance, analytics, or wellness strategy is a bonus.
What We Offer
- Competitive compensation and performance-based incentives
- Comprehensive benefits package
- Professional development and career growth opportunities
- Collaborative and client-focused work environment
FAQs
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