Client Executive | Employee Benefits

Oakbridge Insurance
Chattanooga, TN
Category Sales
Job Description
Role Overview

The Employee Benefits Client Executive is responsible for developing new employee benefits business and expanding revenue within existing client relationships. This role serves as a strategic advisor to employers on health and welfare benefit programs.

What You Will Do

Meet activity, new business, retention, and revenue goals; develop and present tailored employee benefits strategies and proposals; lead the overall client relationship and establish clear expectations regarding scope of services, stewardship cadence, deliverables, responsibilities, and decision timelines.

Why It Might Be a Fit

Identify and pursue cross-sell opportunities; collaborate with Oakbridge producers and specialists; build productive relationships with medical, pharmacy, stop-loss, ancillary, TPA, benefits administration, and other vendor partners.

Requirements

  • 5+ years of experience in employee benefits sales and service
  • Proven track record of meeting or exceeding sales and revenue goals
  • Strong understanding of employee benefits trends, funding strategies, carrier and vendor capabilities, healthcare cost drivers, and relevant regulatory developments
  • Excellent communication, negotiation, and relationship-building skills

Benefits

  • Benefits package
  • Professional development opportunities
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