Employee Benefits Strategy Executive

Insurance Journal; Knoxville (TN); On-site; USD 110,000 - 150,000; Full time

Job summary

Oakbridge Insurance Agency seeks an Employee Benefits Client Executive to drive new benefits business, expand revenue within existing relationships, and act as a strategic advisor on health and welfare programs.

You will collaborate with Account Management, Analytics, Marketing, Compliance, and other specialists to deliver coordinated solutions and strong retention while traveling to meet clients as needed.

Qualifications

• Active Life & Health / Accident & Sickness license required by state law.
• Proven record of employee benefits sales, relationship management, and client retention.
• Strong knowledge of employer-sponsored health and welfare benefits (medical, dental, vision, life, disability).
• Ability to manage multiple prospects, renewals, and deadlines in a fast-paced environment.
• Excellent written, verbal, and presentation skills for executives, HR leaders, and finance teams.

Responsibilities

• Meet activity, new business, retention, and revenue goals with management and report progress.
• Identify and qualify employee benefits prospects and conduct discovery meetings.
• Develop and present tailored employee benefits strategies and proposals to prospects and clients.
• Target opportunities aligned with account quality, size, and profitability for growth.
• Lead client relationships with clear scope, expectations, and renewal planning.

Skills

Employee benefits sales

Relationship management

Client retention

Consultative selling

Executive communication

Education

Bachelor's degree in business, finance, risk management, human resources, healthcare, or related field

Job description

Oakbridge Insurance Agency seeks an Employee Benefits Client Executive to drive new benefits business, expand revenue within existing relationships, and act as a strategic advisor on health and welfare programs.

You will collaborate with Account Management, Analytics, Marketing, Compliance, and other specialists to deliver coordinated solutions and strong retention while traveling to meet clients as needed.