Client Executive | Employee Benefits

Oakbridge Insurance
Knoxville, TN
Job Description
Role Overview

The Employee Benefits Client Executive is responsible for developing new employee benefits business and expanding revenue within existing client relationships.

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.

Why It Might Be a Fit

The ideal candidate will have a strong understanding of employee benefits trends, funding strategies, and regulatory developments, as well as excellent communication and relationship-building skills.

Requirements

  • proactively identify and qualify employee benefits prospects
  • conduct discovery meetings to understand business objectives
  • develop and present tailored employee benefits strategies and proposals
  • lead the overall client relationship
  • provide ongoing consultative guidance on plan design and funding strategy
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