Client Service Executive – Employee Benefits

Jobtailor; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Atlanta, GA seeks an experienced Employee Benefits Account Manager to serve as the primary client-service and account-management resource for an assigned group of client accounts. The role includes growing the portfolio, supporting branch managers, and maintaining strong client relationships.

The ideal candidate has 5+ years of Employee Benefits service experience, health & life licensing, and the ability to travel up to 25%.

Qualifications

• Health & Life licensing is required.
• 5+ years of Employee Benefits service experience.
• Willingness to travel up to 25% of the time.
• Proficient with Microsoft Office and productivity platforms.
• Strong written and verbal communication; ability to build collaborative relationships.

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 teams, and client-service teams.
• Manage and grow an assigned portfolio of client accounts.
• Maintain strong relationships with existing clients through ongoing service and account support.
• Expand revenue within existing accounts by counseling clients on additional insurance lines or increased limits based on risk exposure.
• Identify opportunities for additional insurance lines or increased coverage limits based on client needs and risk exposure.
• Deliver ongoing client service consistent with standards and practices.
• Support client retention through responsive account management.
• Collaborate with Branch Managers and internal client-service partners.
• Contribute to operating, productivity, and performance goals.
• Maintain operational productivity and performance standards.
• Develop referrals from existing clients to support new business opportunities.

Skills

Health & Life Licensing

Employee Benefits Service Experience

Microsoft Office Proficiency

Strong Communication Skills

Financial Acumen

Relationship Building

Tools

Technology Platforms for Productivity

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
• Manage and grow an assigned portfolio of client accounts
• Maintain strong relationships with existing clients through ongoing service and account support
• Expand revenue within existing accounts by counseling clients on additional insurance lines or increased limits based on their specific risk exposure
• Identify opportunities for additional insurance lines or increased coverage limits based on client needs and risk exposure
• Deliver ongoing client service consistent with operational standards and practices
• Support client retention through responsive and consistent account management
• Collaborate with Branch Managers, Production team members, and internal client-service partners
• Contribute to operating, productivity, and performance goals
• Maintain operational productivity and performance standards
• Develop referral opportunities from the existing client base to support new-business development
• Develop referrals from existing clients and support outreach to prospective business opportunities
• 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 REQUIREDAbility to build collaborative relationships with internal and external clients REQUIRED
• Solid financial acumen REQUIRED

Core Competencies

Demonstrates expertise in client account management and service, with a focus on expanding revenue through strategic insurance solutions. Proficient in building collaborative relationships and maintaining operational productivity to support business growth.

Highest-signal resume keywords

• Health & Life Licensing
• Employee Benefits Service Experience
• Microsoft Office Proficiency
• Strong Communication Skills
• Financial Acumen

ATS Optimization Keywords

Hard Skills

• Client Account Management
• Insurance Counseling
• Risk Exposure Analysis
• Operational Standards Compliance
• New-Business Development

Soft Skills

• Relationship Building
• Collaboration
• Client Retention
• Responsive Service

Certifications & Qualifications

• Health & Life Licensing

Industry Keywords

• Employee Benefits
• Insurance Lines
• Client Service
• Account Management
• Revenue Expansion

Tools & Technologies

• Technology Platforms for Productivity