Senior Client Service Executive - Employee Health & Benefits

About the role

The Senior Client Service Executive is responsible for retaining and expanding the assigned book of business and taking part in procuring new business. The role also acts as an industry expert and thought leader for associates across the Employee Health & Benefits Division. It sits in the Employee Health & Benefits team, which works with Human Resources on recruitment, screening and interviewing.

Key responsibilities

• Oversee ongoing client service and business development, and drive client change by recommending improvements based on changing employee benefit legislation.
• Maintain independently a book of business of at least $1.5M-$2M with limited involvement from the Principal, producer and Client Service Executive.
• Identify cross-sell opportunities and take part in new business presentations, assisting producers on large and complex prospects.
• Build strong C-suite relationships and Centers of Influence, and represent the firm at business, carrier and community events, and act as a speaker or panelist.
• Lead the client service team: set expectations, oversee legal documents (contracts, plan documents, SPDs, 5500s), and ensure deliverables meet client, cost and schedule requirements.
• Work with the Employee Benefits Division Director on resources, impediments and escalations, and help resolve associate concerns on job duties, performance and coworker relations.
• Keep up with industry trends, policies and products, and take part in evaluating and implementing new trends, policies, products and carrier agreements.

Required profile

• 10-15 years of service/sales experience in large client group health and welfare products/markets, with increasing responsibility.
• Bachelor's degree strongly preferred.
• Expert knowledge of the Employee Benefits marketplace, alternative funding and plan designs, and of federal and state employee benefit legislation.
• Valid, unrestricted California Life & Disability license and continuing education; valid driver's license and reliable transportation.
• 15-30% travel, including 1-2 overnight trips per year and 1-2 days per week visiting clients in San Diego County; extended hours on occasion.

Required skills

• Proficiency with Microsoft Office (Word, Excel, PowerPoint).
• Strong communication, decision-making, prioritization and problem-solving skills.

What we offer

• Base salary of $117,900 to $219,800, depending on experience, skills, location, certifications and education.
• Performance-based incentives may be available.
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs.