Client Services Executive: Insurance Strategy & Advisory

Sterling Seacrest Pritchard Inc; Savannah (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible PTO

Health Insurance (Medical/Dental/Visa​

Safe Harbor 401K (We contribute 3%)

Dress For Your Day

Flexible Work Schedule

Clear Growth Path

In-House Continuing Education

Team Outings & Events

Community Outreach

Job summary

Sterling Seacrest Pritchard Inc. in Savannah, GA is seeking a Client Service Executive to work with Producers, serve as the primary client contact, and coordinate with carriers to deliver tailored insurance solutions.

The role focuses on managing a book of business, developing strategic client benefit solutions, and leading enrollment and renewal activities while educating clients on compliance topics and SSP’s value-added services.

Qualifications

• 4-6 years of experience; Active Life and Health licensing in resident state required
• Complete knowledge of current marketplace and underwriting methodologies
• Time management and workflow prioritization

Responsibilities

• Manage a book of business
• Develop strategic solutions for client benefit needs
• Participate in or conduct on-site meetings, annual reviews, marketing/renewals, and open enrollments
• Educate clients on Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
• Maintain carrier relationships

Skills

Life and Health licensing

Underwriting knowledge

Time management

Problem solving

Independent thinking

Job description

Sterling Seacrest Pritchard Inc. in Savannah, GA is seeking a Client Service Executive to work with Producers, serve as the primary client contact, and coordinate with carriers to deliver tailored insurance solutions.

The role focuses on managing a book of business, developing strategic client benefit solutions, and leading enrollment and renewal activities while educating clients on compliance topics and SSP’s value-added services.