Client Executive Group Benefits

Client Executive Group Benefits Job Description

Position Summary

Responsible for retaining and growing an assigned book of business by serving as the primary relationship leader across client organizations. This role collaborates with internal teams to deliver on both strategic and tactical service commitments drives account strategy and ensures high-quality execution of client solutions while identifying opportunities for expansion and long-term value creation.

Key Responsibilities

Functional Leadership & Ownership

Serves as the primary relationship leader across all levels for a book of business valued between $750K$2M.

Leads 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.

Hands-On Execution & Delivery

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.

Monitors 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.

Partners 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

510 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.

Key Competencies

Strategic & Systems Thinking

Ownership & Accountability

Consulting Influence & Collaboration

Business Acumen

Change Agility

Leadership & Relationship Building