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

Required

·         5–10 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