The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.
As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs.
They will review the financial metrics, retention and growth of the assigned block.
Serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA.
Develops an effective, efficient strategy and workflow for growing the existing book of business of the company’s top clients.
Develops and manages annual client strategies to ensure persistency and profitable growth.
Provides comprehensive service and directly assists in profitably growing the company’s top consulting base.
Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders.
Leads finalist meetings typically with large teams and can include navigating complex solution discussions.

Bachelor’s Degree (BS/BA) – Business or related
5+ years of group insurance experience servicing clients/ client management
Group Life and Health License(s) required
Knowledge of MS Office applications required including Outlook, Word, Excel, and PowerPoint
Self-motivated with the ability and manage own work.
Consistently champions company and department vision and goals; drives client adherence to initiatives.
Excellent presentation and written/verbal communication skills.
Proven ability to multi-task, manage tight deadlines
Demonstrates -strong analytical and problem solving skills.
High level of customer service orientation.
Ability to manage responsibilities with limited supervision, work autonomously
Ability to prioritize daily responsibilities by readily discerning the urgent needs, escalates as needed.
Experience in negotiating complex contracts and agreements.
Highly Adaptable with an ability to learn and grow in an ever changing environment
At least 3 years of group insurance experience, absence management, disability, leave and life insurance. As well as experience in client management, sales or underwriting

An annual performance bonus for all team members
Generous 401(k) company match that is immediately vested
A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
Multiple options for dental and vision coverage
Company provided Life & Disability Insurance to ensure financial protection when you need it most
Family friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition Reimbursement and Continuing Professional Education
Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
Volunteer days, community partnerships, and Employee Assistance Program
Ability to connect with colleagues around the country through our Employee Resource Group program

National Client Executive

Key skills