Senior Client Advisor

About The Role We are seeking a highly experienced and client-focused Senior Client Advisor to join our Health & Benefits team. In this role, you will serve as a trusted advisor to a portfolio of clients, delivering strategic guidance 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 growth of 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 in Virginia Beach, VA. The position regularly utilizes standard office equipment such 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 your expertise and insights directly influence outcomes. You’ll work alongside experienced professionals in a collaborative environment that values innovation, service excellence, and continuous improvement. #J-18808-Ljbffr