EB - Client Service Executive

Sterling Seacrest Pritchard; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

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

The Client Service Executive (CSE) works alongside the Producer to serve as an advisor and consultant to our client. You will be the primary service contact for the client and the liaison between the client and insurance company(s), exemplifying the highest standard of our service model.

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

Renewal & Marketing

• Lead marketing efforts and plan implementation for new business and renewals
• Prepare and present analysis for renewal and marketing results
• Support the preparation of enrollment materials and presentations
• Prepare case for submission, master applications, and rates and benefit confirmation to carrier
• Provide post enrollment analysis and support to client
• Oversee set up and maintenance of benefit administration systems

Administrative

• Oversee client communications
• Delegate tasks to support staff
• Inform and educate clients on SSP’s value-added services and programs
• Support the maintenance of client information in Agency Management System

What You Bring to the Table (Knowledge, Skills and Abilities)

• 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
• Proactive problem solving
• Independent thinker and contributor

Working at SSP

Learn more about what we do: https://sspins.com/

We are Selfless, Stewards of our Partnerships.

We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ

And we’re here to support you!

Perks / Benefits

• Unlimited PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.