Client Service Executive – Employee Benefits

Jobtailor; Alabama; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a dedicated Client Services and Account Management professional in the United States. You will act as the primary contact for an assigned portfolio of client accounts, driving revenue growth, retention, and high-quality service.

The role emphasizes collaboration with Branch Managers, production teams, and client-service partners, with travel up to 25% to support client needs and cross-functional objectives.

Qualifications

• Health & Life licensing required.
• 5+ years of Employee Benefits service experience required.
• Ability to travel up to 25% required.
• Proficiency with Microsoft Office and productivity platforms required.
• Strong written and verbal communication skills required.
• Ability to build collaborative relationships with clients required.
• Solid financial acumen required.

Responsibilities

• Serve as a primary client-service and account-management resource for an assigned group of client accounts.
• Support the business priorities of Branch Managers, Production team members, and client-service teams.
• Expand revenue within existing accounts by counseling clients on additional insurance lines or increased limits based on their unique risk exposure.
• Deliver ongoing client service consistent with operational standards and practices.
• Support client retention through responsive and consistent account management.
• Contribute to operating, productivity, and performance goals.
• Develop referral opportunities from the existing client base to support new-business development.
• Manage and grow an assigned portfolio of client accounts.
• Maintain strong relationships with existing clients through ongoing service and account support.
• Identify opportunities for additional insurance lines or increased coverage limits based on client needs and risk exposure.
• Collaborate with Branch Managers, Production team members, and internal client-service partners.
• Support revenue-growth and client-retention objectives.
• Maintain operational productivity and performance standards.
• Develop referrals from existing clients and support outreach to new-business prospects.
• Build collaborative relationships with internal and external clients.

Skills

Health & Life Licensing

Employee Benefits

Travel 25%

MS Office Proficiency

Strong Communication

Client Relationship

Financial Acumen

Tools

Productivity Software

Job description

• Serve as a primary client-service and account-management resource for an assigned group of client accounts
• Support the business priorities of Branch Managers, Production team members, and client-service teams
• Expand revenue within existing accounts by counseling clients on additional insurance lines or increased limits based on their unique risk exposure
• Deliver ongoing client service consistent with operational standards and practices
• Support client retention through responsive and consistent account management
• Contribute to operating, productivity, and performance goals
• Develop referral opportunities from the existing client base to support new-business development
• Manage and grow an assigned portfolio of client accounts
• Maintain strong relationships with existing clients through ongoing service and account support
• Identify opportunities for additional insurance lines or increased coverage limits based on client needs and risk exposure
• Collaborate with Branch Managers, Production team members, and internal client-service partners
• Support revenue-growth and client-retention objectives
• Maintain operational productivity and performance standards
• Develop referrals from existing clients and support outreach to new-business prospects
• Build collaborative relationships with internal and external clients

Requirements

• Health & Life licensing REQUIRED
• 5+ years of Employee Benefits service experience REQUIRED
• Ability to travel up to 25% of the time REQUIRED
• Proficiency with Microsoft Office applications and technology platforms used to support productivity REQUIRED
• Strong written and verbal communication skills REQUIRED
• Ability to build collaborative relationships with internal and external clients REQUIRED
• Solid financial acumen REQUIRED

Core Competencies

Demonstrates expertise in client service and account management within the Employee Benefits sector, with a strong focus on client retention, revenue growth, and relationship building. Proficient in identifying client needs and providing tailored insurance solutions while maintaining operational productivity and performance standards.

Highest-signal resume keywords

• Health & Life Licensing
• 5+ Years of Employee Benefits Service Experience
• Strong Written and Verbal Communication Skills
• Proficiency with Microsoft Office Applications
• Solid Financial Acumen

Soft Skills

• Client Relationship Building
• Collaborative Teamwork

Certifications & Qualifications

• Health & Life Licensing

Industry Keywords

• Client Service
• Account Management
• Revenue Growth
• Client Retention
• Insurance Lines
• Risk Exposure
• Referral Development
• Operational Standards
• Performance Goals

Tools & Technologies

• Technology Platforms for Productivity