Client Executive, Employee Benefits

FCC; Portsmouth; On-site; GBP 67,000 - 96,000; Full time

Job summary

Fred C. Church Headquarters in Lowell, MA seeks a Client Executive to lead new business opportunities, help prospective clients identify the best employee benefit programs, and strategize with existing clients to drive retention.

This role partners with the service team to ensure high customer satisfaction, supports proposals, and delivers presentations to clients. It requires licenses, 3–5 years in group benefits, and strong communication.

Qualifications

• 3–5 years work experience as a group benefits producer or equivalent.
• Excellent oral and written communication skills.
• Licensed to perform essential job functions.
• Experience with client relationship management and forecasting.
• Proficient with Word, PowerPoint and Excel.

Responsibilities

• Develop, meet and exceed sales projections.
• Actively generate new leads through community activities, association meetings and cold calls.
• Schedule and meet with prospects and clients to deliver service and make sales presentations.
• Submit data on potential accounts and renewals to the service team and present proposals.
• Partner with claims and service teams to manage insurance issues.
• Promote the agency and insurance industry in the community.
• Keep informed of industry developments and trends.

Skills

Broker/agency knowledge

Group benefits producer exp

Excellent communication

Interpersonal skills

Travel ability

Tools

Microsoft Word

PowerPoint

Excel

Video conferencing tools

Office equipment

Job description

Fred C. Church Headquarters
Lowell, MA 01851, USA

The Client Executive takes the lead with new business opportunities, helping prospective clients identify the best employee benefit programs for their employees. This key role also strategizes with existing clients and drives business retention. The Client Executive partners with the service team to ensure high customer satisfaction. This is a target-focused role with a compensation plan - one of the best around - that rewards results over both the short and long-terms.

Its Responsibilities:

• Develop, meet and exceed sales projections
• Actively generate new leads through community activities, association meetings and cold calls. Obtain expiration dates and other information to turn leads into prospects and clients
• Schedule and meet regularly with prospects and clients at their place of business to deliver service and to make sales presentations
• Submit data on potential accounts and renewals to the service team for processing, present proposals to prospects and clients, close sale and deliver policies
• Partner with the claims and service teams to manage complex insurance issues
• Promote the agency - and insurance industry - in the community
• Keep informed of industry developments, trends, new products, etc.

Your Qualifications:

• Hold the appropriate License(s) to successfully perform the essential job functions
• First-hand knowledge of the broker/agency relationship between employers and benefit providers
• 3-5 years work experience as a group benefits producer, or equivalent
• Outstanding oral, written and interpersonal communication skills
• Willing to update prospective and current client information to the agency management system, as a way of forecasting business as well as for communicating with internal teams on client matters
• Fairly self-sufficient using office equipment such as a laptop, webcam, copier, conference phones and video conferencing programs
• Intermediate user of Microsoft Word, PowerPoint and Excel
• Able to travel independently to meetings, conferences and/or client facilities

Your Attributes:

• Able to work in and contribute to culture of teamwork and cooperation
• Well-groomed and neat appearance
• Adept at managing change and stressful situations professionally
• High degree of self-discipline and motivation
• Self-motivated to manage, organize and prioritize one's own work
• Successfully handle multiple assignments and shifting priorities
• Disciplined with time management
• Consistent attention to detail and accuracy in all aspects of work

Fred C. Church is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need. We celebrate diversity and are committed to creating an inclusive environment for all employees. Come join us!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.