Client Executive, Group Benefits

Job description

Duties and Responsibilities: Strategic Client Management Serve as the senior relationship executive for a portfolio of the firm’s most complex and high-revenue accounts. Develop and lead multi-year account strategies that address risk, compliance, cost management, and growth for clients. Coordinate and lead stewardship meetings and strategic planning sessions with client executives, CFOs, HR leaders, and other decision-makers. Act as a key resource during major client milestones, including acquisitions, expansions, restructurings, or claims-intensive events. Serve as the escalation point for high-priority service needs, compliance issues, or claims-related challenges. Revenue Generation & Growth Carry and meet annual new revenue goals through coverage/product expansion within existing accounts. Proactively review and analyze assigned book of business to identify unmet coverage needs and cross-sell opportunities. Collaborate with producers and internal teams to build and present tailored health insurance solutions that support client business goals. Track and report on revenue growth initiatives and successes; adjust strategy based on client responsiveness and market conditions. Leverage carrier and industry relationships to present unique or value-added solutions that enhance account performance. Leadership & Expertise Provide mentorship and high-level technical guidance to Client Managers on complex placements or challenging accounts. Participate in practice group initiatives, market trend analysis, and strategic service innovation efforts. Represent the agency in high-level client interactions, industry forums, or strategic planning engagements. Operational Oversight Ensure all servicing activities meet internal quality standards, client expectations, and regulatory requirements. Maintain thorough and accurate documentation of client interactions, coverage decisions, and growth opportunities in Salesforce (or other agency management systems) and related systems. Monitor and assess profitability of assigned accounts and recommend adjustments as necessary. 10+ years of experience in insurance account management, including significant experience with large, complex benefits accounts. Deep technical expertise in Life & Health insurance products, markets and strategies including fully-insured, level-funded, and self-funded plans. Exposure into stop-loss dynamics with large and complex clients. Proven track record of revenue generation through cross-selling and strategic account development. Excellent consultative communication, and presentation skills, with the ability to influence C-suite executives. Exceptional knowledge of insurance markets, local, regional and national carriers, and financial metrics related to account profitability. Proficient in Salesforce/Benefit Point or similar agency management systems. Active L&H licenses are required. Advanced designations (RHU, REBC, CEBS) strongly preferred. Please see our company Benefits: Medical, Dental, Vision Life Insurance and AD&D FSA / HSA Accident Critical Illness Hospital Indemnity Supplemental Health Insurance EAP Pet Insurance 11 Paid Holidays Flexible PTO 401K Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”) is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer. Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department. Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”? We are RESULT-ORIENTED , growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.