Client-Focused Employee Benefits Executive

Insurance Journal

Chattanooga (TN)

On-site

USD 90,000 - 130,000

Full time

2 days ago
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Benefits offered by this job

401k with immediate participation and
Company-paid life insurance
Short/long-term disability
Health insurance
Flexible work environment

Job summary

Oakbridge Insurance Agency is expanding its Employee Benefits practice in the United States. The Client Executive leads new business development and expands revenue within existing client relationships, acting as a strategic advisor to employers on health and welfare programs to manage cost, improve plan performance, and support employees.

You will drive prospect strategy and collaborate with Account Management, Analytics, Marketing, Compliance, and other specialists to deliver coordinated

Qualifications

  • Active Life & Health insurance license as required by state law.
  • Proven record of employee benefits sales and client retention.
  • Strong knowledge of medical, dental, vision, life and disability benefits.

Responsibilities

  • Meet activity, new business, retention, and revenue goals with management.
  • Identify and qualify employee benefits prospects through discovery meetings.
  • Develop tailored benefits strategies and proposals for prospects and clients.
  • Lead client relationships and coordinate with Account Management and other teams.
  • Maintain a disciplined pipeline and participate in growth planning.

Skills

Life & Health license
Employee benefits sales
Relationship management
Client retention

Education

Bachelor's degree in business, finance, risk management, HR, healthcare
Professional benefits designations desirable (CEBS/RH U/REBC/GBA)

Job description

Oakbridge Insurance Agency is expanding its Employee Benefits practice in the United States. The Client Executive leads new business development and expands revenue within existing client relationships, acting as a strategic advisor to employers on health and welfare programs to manage cost, improve plan performance, and support employees.

You will drive prospect strategy and collaborate with Account Management, Analytics, Marketing, Compliance, and other specialists to deliver coordinated

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