Sr Client Executive - Employee Benefits

Sunstar Insurance Group LLC

Birmingham (AL)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

Sunstar Insurance Group LLC in Birmingham, AL, seeks a senior client services professional to shape employee benefits strategies, engage with client teams, and ensure accurate benefit administration. You will coordinate carrier renewals, review policies, and support education to deepen insurance expertise.

The role emphasizes relationship management, strategic analysis, and timely service for a broad portfolio of employer groups with complex benefit needs.

Qualifications

  • Extensive knowledge of health insurance strategies and funding methods.
  • Bachelor’s degree in finance, business, risk management, or HR management preferred.
  • Self-motivated with strong organizational and multi-tasking abilities.

Responsibilities

  • Assist in strategy for employee benefits: compliance, HR policies, engagement, and payroll.
  • Co-manage the client service experience and build client team relationships.
  • Troubleshoot day-to-day client and vendor service items and ensure timely responses.
  • Provide prompt, accurate, and courteous service to customers, producers, and staff.
  • Assist marketing new business and summarize analyses to guide plan changes.
  • Coordinate renewals with carriers and review policy accuracy.
  • Pursue ongoing education to improve insurance knowledge.

Skills

Health insurance strategies
Client relationship management
Multi-tasking
Organization
Industry knowledge

Education

Bachelor’s degree in finance, business, risk management, or HR management
Minimum 10–12 years industry experience

Tools

EPIC agency management system

Job description

  • Assist in creating strategies for clients as it pertains to their employee benefits program including Benefits, Compliance, HR Policies, Employee Communication and Engagement, and Payroll and Benefits Administration
  • Co-manage the entire client service experience and creating relationships with different members of our clients’ teams
  • Troubleshoot day-to-day client and vendor related service items
  • Provides prompt, accurate, and courteous service to customers, producers, and company personnel
  • Assists (when needed) with Marketing new business for both new and existing accounts and summarize the analysis of proposals to help define any plan changes
  • Coordinates renewals or changes with carriers for current accounts
  • Reviews Policies for accuracy and completeness
  • Improves insurance skills and knowledge by seeking out educational opportunities
Education/Experience
  • Needs to have extensive knowledge and understanding of health insurance strategies including: Alternative funding methods (including level funding and self-funding), stop-loss marketing, Rx Programs and Rx Carve-Outs, Reference Based Pricing, Direct Contracts, etc.
  • Bachelor’s degree in finance, business, marketing, risk management, or human resources management strongly preferred
  • Self-motivated individual who is willing to do what it takes to get the job done
  • Minimum 10-12 years industry experience strongly preferred
  • Strong organizational skills and process-oriented
  • Ability to multi-task and prioritize client needs
  • EPIC agency management system experience strongly preferred

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.

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