Client Services Strategist – Insurance & Benefits

Sterling Seacrest Pritchard

Atlanta (GA)

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Unlimited PTO
Health Insurance (Medical/Dental/Vision)
Safe Harbor 401K
Flexible Work Schedule
In-House Continuing Education

Job summary

A leading insurance advisory firm based in Atlanta is seeking a Client Service Executive to manage client relationships and serve as the primary contact between clients and insurance companies. Responsibilities include developing strategic solutions, managing marketing efforts, and ensuring compliance. The ideal candidate will have 4-6 years of experience and relevant licensing, complemented by strong time management and problem-solving skills. Competitive perks include unlimited PTO and health insurance.

Qualifications

  • 4-6 years of experience in a similar role required.
  • Complete knowledge of current marketplace and underwriting methodologies.
  • Ability to prioritize workflow effectively.

Responsibilities

  • Manage a book of business and serve as the primary service contact for clients.
  • Develop strategic solutions for client benefit needs.
  • Lead marketing efforts for new business and renewals.

Skills

Active Life and Health licensing
Time management
Proactive problem solving
Independent thinker

Job description

A leading insurance advisory firm based in Atlanta is seeking a Client Service Executive to manage client relationships and serve as the primary contact between clients and insurance companies. Responsibilities include developing strategic solutions, managing marketing efforts, and ensuring compliance. The ideal candidate will have 4-6 years of experience and relevant licensing, complemented by strong time management and problem-solving skills. Competitive perks include unlimited PTO and health insurance.
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