Employee Benefits Client Renewal Advisor
Employee Benefits Client Renewal Advisor
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Job Description
Job Description
Employee Benefits Client Renewal Advisor
Job Summary:
The Employee Benefits Client Renewal Advisor plays a key role in maintaining strong client relationships post-sale leading renewal discussions and providing consultative support for employee benefits programs. This position is focused on client retention and satisfaction through strategic renewal planning education and day-to-day service support. While not a dedicated sales role the position offers the opportunity to contribute to business development efforts.
Responsibilities:
- Maintain ongoing face-to-face relationships with client groups following the initial sale
- Lead renewal meetings with client decision-makers and present plan options
- Conduct employee-facing meetings to educate staff on benefit offerings
- Support clients with escalated service needs including claims enrollments and billing inquiries
- Collaborate with internal teams to ensure seamless service delivery
- Optionally identify and pursue new business opportunities within the local market
- Travel as needed for client engagement and meetings
Qualifications/Requirements:
- Minimum of 4 years of experience in employee benefits account management
- Proven experience in client-facing and presenting roles
- Strong interpersonal and communication skills with the ability to explain complex benefits concepts clearly
- Life and Health (L&H) insurance license required
- Willingness and ability to travel for client meetings and presentations
- Business development experience is a plus though not required for the role
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
