Client Executive – Group Benefits

Jobtailor; Cleveland (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior client/account leader in Ohio to manage a high-value book of business. You will act as the primary relationship owner, guiding strategy with internal and client teams, and delivering expert insights on self-funded and fully insured programs.

Responsibilities include renewal strategy, carrier negotiations, onboarding, and ensuring high-quality client deliverables. Strong communication and leadership are essential.

Qualifications

• 5–10 years of benefits and insurance industry experience.
• Strong communication, relationship, and project management skills.
• College degree preferred.
• Advanced industry designations preferred.

Responsibilities

• Retain and grow an assigned book of business valued between $750K–$2M.
• Serve as the primary relationship leader across client organizations.
• Lead account strategy development and execution with internal teams and clients.
• Provide subject matter expertise on benefits programs, self-funding strategies, and carrier solutions.
• Own renewal strategy, carrier negotiations, and overall account performance.
• Support Senior Client Executives with complex accounts and deliverables.
• Oversee new-client onboarding, service validation, and implementation planning.
• Review and approve renewals, pricing analyses, and compliance materials.
• Conduct client meetings, presentations, and open enrollment sessions.
• Ensure accuracy and quality of client deliverables and reporting.

Skills

Account Management

Sales Strategy Execution

Client Relationship Development

Project Management

Leadership

Training and Development

Education

Life License

Health License

Accident License

Advanced Industry Designations

Tools

CRM Systems

Analytics Tools

Job description

• Retain and grow an assigned book of business valued between $750K–$2M
• Serve as the primary relationship leader across client organizations
• Lead account strategy development and execution with internal teams and clients
• Provide subject matter expertise on benefits programs, self-funding strategies, and carrier solutions
• Own renewal strategy, carrier negotiations, and overall account performance
• Support Senior Client Executives with complex accounts and deliverables
• Oversee new-client onboarding, service validation, and implementation planning
• Review and approve renewals, pricing analyses, and compliance materials
• Conduct client meetings, presentations, and open enrollment sessions
• Ensure accuracy and quality of client deliverables and reporting
• Maintain CRM data integrity and account intelligence
• Monitor revenue collection, including fees and commissions
• Track service plans, deliverables, and timelines
• Collaborate with sales, analytics, and service teams
• Align internal resources with client goals and service expectations
• Partner with leadership on upsell and cross-sell strategies
• Identify service expansion opportunities and deepen client relationships
• Drive Total Account Selling goals and revenue growth initiatives
• Lead strategic planning for long-term health management solutions
• Implement processes to improve service delivery and outcomes
• Stay current on HIPAA, COBRA, and healthcare reform regulations
• Develop best practices and train team members on operational excellence

Requirements

• 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
• College degree preferred
• Advanced industry designations or certifications preferred
• Experience with enterprise client strategy and growth initiatives preferred
• Legally authorized to work in the country where the job is located without sponsorship

Core Competencies

Demonstrates expertise in benefits programs, self-funding strategies, and account management, with a strong focus on client relationship building and strategic planning for revenue growth. Proficient in compliance with HIPAA and healthcare regulations while ensuring high-quality deliverables and service excellence.

Highest-signal resume keywords

• Benefits Program Expertise
• Account Management
• Client Relationship Development
• Sales Strategy Execution
• Project Management

Hard Skills

• Self-Funded Programs
• Fully Insured Programs
• Revenue Growth Initiatives
• Service Delivery Improvement
• Pricing Analysis
• Compliance Review
• Client Onboarding
• Data Integrity Management
• Strategic Planning
• Total Account Selling

Soft Skills

• Strong Communication
• Relationship Management
• Collaboration
• Leadership
• Training and Development

Certifications & Qualifications

• Life License
• Health License
• Accident License
• Advanced Industry Designations

Industry Keywords

• Benefits Industry
• Insurance Industry
• HIPAA Compliance
• COBRA Regulations
• Healthcare Reform

Tools & Technologies

• CRM Systems
• Analytics Tools