Senior Client Executive

Accountabilities:

• • Serve as the senior strategic advisor for enterprise clients, aligning employee benefits strategies, renewal outcomes, coverage structures, and service solutions with their business objectives.
  • Lead client planning activities, renewal strategies, stewardship meetings, executive reviews, and ongoing relationship management while ensuring consistently high-quality client service.
  • Partner with producers, consultants, carriers, vendors, and internal specialists to develop customized solutions addressing compliance, plan design, population health, claims advocacy, workforce needs, and other client priorities.
  • Provide strategic guidance to executive leaders and key decision-makers, building trusted relationships and helping clients navigate complex employee benefits considerations.
  • Lead the resolution of complex client issues by coordinating appropriate internal resources and ensuring timely, effective outcomes.
  • Drive client retention by monitoring relationships, anticipating evolving needs, and ensuring client lifecycle activities are delivered efficiently.
  • Identify opportunities for account growth and expansion while supporting business development initiatives and participating in finalist presentations for prospective clients.
  • Collaborate across functions to ensure client strategies, service delivery, and operational priorities remain aligned with agreed objectives.
  • Contribute expertise and leadership to broader client service initiatives and support the development of colleagues where appropriate.

  Requirements:

  • Active Life, Health, and Accident Insurance License is required.
  • 7+ years of experience in employee benefits consulting, insurance brokerage, client management, or a closely related field.
  • Extensive experience managing large, complex, or enterprise-level client relationships.
  • Demonstrated ability to act as a trusted advisor to executive leaders and other senior decision-makers.
  • Strong strategic consulting, relationship management, communication, presentation, negotiation, and problem-solving skills.
  • Proven ability to develop and execute employee benefits strategies for complex organizations.
  • Strong knowledge of employee benefits, including plan design, compliance, population health, carrier markets, claims advocacy, and vendor management.
  • Experience coordinating cross-functional service teams and managing multiple stakeholders toward shared client outcomes.
  • Proficiency with Microsoft Office applications and employee benefits technology platforms.
  • Demonstrated ability to support client retention, identify growth opportunities, and contribute to business development efforts.
  • Bachelor’s degree or equivalent combination of education and professional experience is preferred.
  • Professional designations such as CEBS, RHU, REBC, GBA, CBP, CHRS, or similar are preferred.
  • Strong organizational skills, sound judgment, and the ability to manage complex priorities independently.

  Benefits:

  • Remote work arrangement with occasional travel for office implementations, training, and collaboration with project teams.
  • Medical, dental, and vision insurance.
  • Life and disability coverage.
  • 401(k) plan.
  • Generous paid time off.
  • Professional development and career growth opportunities.
  • Collaborative environment focused on partnership, shared expertise, and continuous learning.
  • Opportunities to work with complex clients and contribute to meaningful employee benefits strategies.