EB - Client Service Executive

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

About the Organization

At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.

We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.

EOE Statement

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.

Category Insurance

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.

WHAT YOU’LL DO (Essential Job Tasks)

As a Client Service Executive, you will:

• 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

• Flexible 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.

Position Requirements

• 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

Full-Time/Part-Time Full-Time

Shift -not applicable-

City Savannah

State GA

Position EB - Client Service Executive

Exempt/Non-Exempt Exempt