A leading benefits consulting firm is hiring a Client Executive in Madison, Wisconsin. The role focuses on client retention, benefits strategy execution, and requires strong account management skills. Candidates should have over 5 years of experience preferably in a brokerage or insurance environment. Excellent communication and project management abilities are essential. The firm fosters a hybrid work environment, combining office and remote work to enhance team collaboration and client service.
Qualifications
5+ years of account management experience in broker or insurance field preferred.
Strong decision-making skills in ambiguous situations.
Excellent oral and written communication skills.
Proven project management skills to manage deadlines and collaborate.
Demonstrated commitment to continuous learning.
Responsibilities
Serve as primary service team member for client retention and satisfaction.
Develop and execute multi-year client benefit strategies.
Independently manage a book of business over $1M in revenue.
Ensure all commitments and strategic initiatives are executed on time.
Stay current on emerging market trends affecting employee benefits.
Skills
Account management
Project management
Communication skills
Decision-making
Time management
Education
Valid Wisconsin Health and Life insurance license
Tools
Microsoft Office Suite
Job description
A leading benefits consulting firm is hiring a Client Executive in Madison, Wisconsin. The role focuses on client retention, benefits strategy execution, and requires strong account management skills. Candidates should have over 5 years of experience preferably in a brokerage or insurance environment. Excellent communication and project management abilities are essential. The firm fosters a hybrid work environment, combining office and remote work to enhance team collaboration and client service.