Senior Client Advisor

CHOICE FINANCIAL GROUP LLC is an EEO Employer - M/F/Disability/Protected Veteran Status


About the Role

We are seeking a highly experienced and client-focused SeniorClient Advisor to join our Health & Benefits team. In this role, youwill serve as a trusted advisor to a portfolio of clients, delivering strategicguidance and ensuring the seamless administration of employee benefit programs.This is an opportunity to build strong relationships, solve complex challenges,and make a meaningful impact on client success while contributing to the growthof our organization.

Key Responsibilities

• Manage and retain a portfolio of employee benefits clients, ensuring exceptional service and satisfaction
• Oversee benefit programs including medical, dental, vision, life, and disability coverage
• Serve as the primary liaison between clients, employees, and insurance carriers
• Coordinate enrollments, plan changes, and terminations with accuracy and timeliness
• Develop and deliver client-facing materials such as presentations, proposals, and benefit summaries
• Partner with producers on new business opportunities and renewals
• Negotiate with carriers to secure competitive pricing and plan design solutions
• Stay current on industry trends, underwriting practices, and regulatory changes
• Maintain accurate client records and ensure full compliance with regulations and company standards
• Resolve complex service issues, including billing discrepancies and coverage concerns
• Identify cross-selling opportunities and support business development initiatives
• Recommend and implement process improvements to enhance service delivery
• Ensure compliance with ERISA, Section 125, and IRS reporting requirements (Forms 1095 and 5500)

Qualifications

• High school diploma required; bachelor's degree preferred
• Minimum of 5 years of recent experience in employee benefits or commercial lines account management
• Active Health & Life Insurance License, or ability to obtain and maintain
• Strong knowledge of ERISA, Section 125 plans, and IRS reporting requirements (Forms 1095 and 5500)
• Advanced proficiency in Microsoft Office Suite
• Demonstrated professionalism, sound judgment, and discretion in client-facing situations

Skills & Competencies

• Strong client service orientation with a commitment to excellence
• Exceptional organizational and time management skills
• Ability to manage multiple priorities and deadlines independently
• Strong analytical, technical, and problem-solving skills
• Excellent verbal and written communication skills
• Collaborative mindset with the ability to drive process improvements
• Proven relationship-building skills with clients, carriers, and internal teams
• Willingness and ability to travel within Virginia and North Carolina as needed

Work Environment

This role is based in a professional office environment inVirginia Beach, VA. The position regularly utilizes standard office equipmentsuch as computers, phones, and copiers. The work environment is collaborative,with a moderate noise level and occasional movement throughout the office.

Why Join Us?

Join a growing, client-focused organization where yourexpertise and insights directly influence outcomes. You'll work alongsideexperienced professionals in a collaborative environment that valuesinnovation, service excellence, and continuous improvement.


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