Benefits Client Advisor

Job Description

Job Description

We’re looking for a Client Relationship Manager who thrives on ownership. You’ll manage a robust book of business in the Employee Benefit Insurance space — serving as the primary point of contact, strategic advisor, and problem-solver for a diverse portfolio of clients. This is a high-visibility role with real autonomy and a direct line to leadership.

What You’ll Do

▪        Own the client relationship end-to-end — from onboarding and renewals to day-to-day support and strategic planning

▪        Lead the full renewal process, driving outcomes that protect both the client’s interests and the firm's retention goals

▪        Build customized service plans and conduct in-person and virtual benefits education sessions

▪        Proactively identify cross-sell opportunities and grow account revenue year over year

▪        Resolve claims, billing, and administrative issues quickly and thoroughly

▪        Coordinate seamless coverage transitions between clients, carriers, administrators, and employees

▪        Maintain accurate, up-to-date records in the agency management system

▪        Stay sharp on healthcare compliance and industry trends so your clients always get your best

▪        Participate in industry events, seminars, and networking opportunities to build your presence and

the firm’s brand

▪        Collaborate with our Analytics and Client Support teams when projects call for it

What you Bring:

• Experience in employee benefits or business insurance at a brokerage, agency, or carrier
• A track record of retaining and growing a client portfolio 
• You communicate with confidence — whether that’s presenting to a CFO or walking an HR team through open enrollment
• Detail-oriented enough to manage complex accounts, but people-first enough to build real trust
• Self-directed and accountable — you don’t wait to be told what to do
• Comfortable with technology and committed to keeping your data clean

We are a leading employer benefits firm delivering smart benefit solutions to private and publicly traded companies. Behind every seamless open enrollment and every resolved claim is a team that genuinely cares about doing the work right.

Company Description

We are a leading employer benefits firm delivering smart benefit solutions to private and publicly traded companies. Behind every seamless open enrollment and every resolved claim is a team that genuinely cares about doing the work right.