Client Executive

The Client Executive reports to the Vice President, Client Experience and is responsible for leading the execution of client strategies as developed in collaboration with senior leadership to grow the book of business. This role serves a critical function within the organization, owning client retention, long-term growth strategy, and overseeing client team activities while demonstrating high levels of service and professionalism as the primary point of contact for key external partners. 

Duties & Responsibilities

Client Strategy 

• Manages and grows an assigned book of business with existing clients, achieving retention and sales goals through development of long-term strategies and placement of additional products and services. 
• Analyzes performance outcomes, leveraging benchmarking and best practices to recommend solutions for continual improvement and viability of the client relationship.
• Acts as key point of contact for broker, client, and carrier partners.
• Identifies and efficiently resolves issues and escalations as needed. 
• Drives product and carrier placement strategies to maximize revenue opportunities, including achievement of carrier bonus thresholds. 
• Sets client and enrollment-specific sales goals, interfacing with client teams to monitor results and adjust strategy as needed, communicating back to internal and external stakeholders as appropriate. 
• Acts as liaison between external partners and internal departments to ensure clients and brokers remain satisfied with their services. 
• Sets and schedules cadence of client meetings, including in-person strategy and stewardship sessions. 

Internal Collaboration & Leadership

• Builds and fosters a positive, collaborative, and inclusive workplace and team culture, championing internal initiatives and programs. 
• Oversees assigned client teams, leading weekly internal planning meetings, setting priorities, monitoring outcomes, and allocating resources to achieve goals.
• Interface with sales team to close and onboard new clients, including attendance at finalist presentations, industry events, contribution to and participation in prep meetings and materials, etc. 
• Drive process of case close out reporting and directing the gathering of data for debriefs and case studies as appropriate. 

Reporting/Misc.

• Measures success by analyzing outcomes and reporting key metrics and KPIs to senior leadership on a consistent, pre-determined basis.
• Quarterly book of business reporting on projections, performance, retention, and revenue, among other metrics.
• Documentation and analysis of financials, including carrier commission loads, broker splits, bonuses, technology/implementation credits, and any PEPM or related fees. 
• Collaboration with finance, account management, and customer service teams to monitor revenue (invoice release, receipt of commissions, etc.), maintaining knowledge of revenue status against forecast (enrollment numbers).
• Lead appropriate internal resources to assemble quarterly and annual broker reporting. 
• Collaboration with client teams to develop and manage client service calendars. 
• Own accuracy of account data in Oracle CRM, including timely updates, projections, client contacts, and more. 
• Performs other related duties as required.

 Required Skills/Abilities:

• Excellent interpersonal skills with ability to lead and indirectly manage and communicate with team members across all levels of the organization. While this position will not directly manage team members, the Client Executive will oversee the skills, collaboration, and performance of all team members interacting with clients. The ability to offer constructive feedback, lead by example, help the team recover from errors or oversights, offer support in varying situations, and foster an environment of enthusiasm and collaboration, will be vital to long term success.
• Strong organizational skills and attention to detail.
• Excellent written, verbal, and presentation skills. 
• Disciplined self-starter with ability to monitor goals and make adjustments to meet/exceed expectations. 
• Maintains composure and professionalism when dealing with difficult or complex situations.
• Ability to thrive in a fast-paced environment.
• Excellent problem solver and solution oriented.
• In depth knowledge and understanding of insurance products and employee benefits with insight to current and future trends to drive recommendations. 
• Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint.
• Familiarity with CRM software such as Oracle, Salesforce, or similar. 

Required Experience

• Bachelor’s degree in marketing, business management, business administration, or related field preferred.
• Minimum 7 years of related experience required.
• Ability to travel to clients, brokers, and internal meetings, up to 50% of the time, particularly during peak season of September through December with additional travel throughout the year as needed.
• Current life and health insurance license.
• Advanced knowledge of health, ancillary and alternative funding products.

Physical Requirements

• Prolonged periods of sitting at a desk and working on a computer.
• Prolonged periods staring at a computer screen, with consistent exposure to blue light and glare.

About Us

We’re a remote-first organization dedicated to creating exciting remote work opportunities for a diverse community of professionals. Our mission is to help employees better understand and utilize their benefits, ensuring a better quality of life for current and future generations.

Why Join Us? 

We offer eligible employees access to a variety of benefits, including:  

• Health, vision, and dental insurance  
• Flexible spending accounts  
• Retirement savings plans  
• Life and disability insurance  
• Paid and unpaid time off

If you’re passionate about making a difference and want to be part of a team that values flexibility, innovation, and impact, we’d love to hear from you!