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Sr. Client Executive, Employee Benefits


Job Location:

Loveland, CO - USA

Yearly Salary: USD 115000 - 175000
Posted: 26 August 2026 (Yesterday)
Application Deadline: 23 November 2026
Vacancies: 1 Vacancy

Job Summary

Full-time
Description

Are you looking for

  • Flexibility that fits your life including work-from-home options
  • Paid time off driven by results and well-being not a fixed number of days
  • A fun collaborative environment
  • Support for continued learning and career growth
  • A culture based on trust accountability and bringing your whole self to work

Are you someone who thrives on bringing strategy to life keeping complex work moving and creating a seamless experience for clients As a Sr. Client Executive Employee Benefits youll partner closely with Sales Executives who manage large complex books of business helping turn their client and account strategies into action. Youll coordinate annual service plans and renewals bring together the right internal carrier and vendor resources and use financial claims funding compliance and market insights to help clients make informed decisions. While the Sales Executive owns the overall relationship growth strategy and new business goals youll be the key execution partner ensuring plans stay organized commitments move forward and clients receive a consistent high-quality experience.


Whats the work like

You will...

Bring Client Strategy to Life

  • Partner closely with Sales Executives to turn client and account strategy into clear annual service plans meeting cadences renewal timelines and deliverables.
  • Serve as a central point of coordination across clients Sales Executives Account Managers carriers vendors analysts and internal specialists to keep complex accounts moving forward.
  • Help lead stewardship strategy renewal open enrollment and other key client meetings bringing together meaningful insights and recommendations.
  • Understand each clients business priorities workforce needs cost pressures and emerging risks and help translate them into practical solutions.
  • Keep commitments decisions and next steps organized between major client meetings anticipating roadblocks and driving follow-through.

Lead Renewal and Financial Strategy Execution

  • Own the coordination and execution of the renewal process from pre-renewal discovery and market submissions through analysis client decisions and implementation.
  • Analyze claims experience plan performance renewal terms funding alternatives stop-loss results vendor proposals and cost-containment opportunities to identify meaningful trends risks and opportunities.
  • Develop and review client-ready financial comparisons recommendations renewal presentations and other strategic deliverables.
  • Coordinate with carriers underwriters TPAs stop-loss partners captive managers and other vendors to gather information respond to questions and keep work progressing.
  • Participate in carrier and vendor pricing and terms discussions while supporting the Sales Executives overall negotiation and relationship strategy.
  • Identify opportunities to strengthen and expand existing client relationships and partner with the Sales Executive on appropriate next steps.

Support New Business and Client Transitions

  • Bring your expertise to qualified new business opportunities by supporting discovery solution design RFPs proposals finalist preparation and presentations.
  • Review prospect data and benefit programs to identify key considerations information gaps and potential market or funding solutions.
  • Help ensure proposals and recommendations are accurate thoughtful and supported by strong analysis.
  • Lead the coordination of new client onboarding by translating commitments made during the sales process into an organized implementation and service plan.

Keep Clients Informed and Plans Performing

  • Monitor claims utilization financial service and vendor performance throughout the year and turn the data into meaningful insights and recommended actions.
  • Coordinate the resolution of complex claims billing eligibility contract implementation and vendor issues requiring cross-functional support.
  • Advocate for clients with carriers and vendors and ensure decisions commitments and follow-up are clearly documented.
  • Lead open enrollment planning and execution including timelines communications materials vendor coordination and client presentations.

Coordinate Teams and Deliver Quality

  • Provide direction and coordination across the account team by establishing priorities responsibilities deadlines and escalation pointseven when you dont have direct supervisory authority.
  • Partner with Account Managers and internal specialists delegating day-to-day service activities while keeping strategic and complex work moving forward.
  • Keep the Sales Executive informed of significant client concerns renewal risks relationship issues and opportunities requiring their involvement.
  • Review key client deliverables for accuracy completeness and alignment with the account strategy.
  • Apply your working knowledge of employee benefits regulations including ACA ERISA HIPAA and COBRA while partnering with compliance or legal resources when specialized guidance is needed.
  • Share your expertise through process improvement technical knowledge sharing carrier and vendor relationship development and mentoring less-experienced team members.

Okay so whats in it for me

While we expect a lot from our employees at FNIC we also provide a lot in return.

  • Competitive Pay: We offer market-competitive compensation packages that reflect your experience expertise and the value you bring to our clients and teams.
  • Benefits You Can Rely On: Health dental and vision insurance HSA with employer contributions 401(k) match employer-paid disability coverage and life insurance.
  • Freestyle PTO & Work-Life Balance: Our trust-based and freestyle time-off approach removes PTO banks and offers flexible telecommuting options.
  • Dress for Your Day: Whether youre client-facing or behind the scenes we encourage you to dress in a way that helps you feel comfortable and confident.
  • Invested in Your Development: We support continuous learning through tuition reimbursement training opportunities and career growth paths across FNIC.
  • A Workplace That Cares: Access mental health support through our EAP virtual fitness classes in-office gym access (Omaha) and a culture that prioritizes connection fun and collaboration.

Requirements

What do I need to know

You have to have

  • Active resident Life and Health insurance license or ability to obtain within the timeframe established by the company.
  • Seven or more years of progressively responsible Employee Benefits group insurance brokerage consulting account management Human Resources or related client-facing experience; experience coordinating complex or mid-market accounts strongly preferred.
  • Demonstrated knowledge of fully insured level-funded self-funded stop-loss and captive funding arrangements including the ability to explain financial and operational implications to clients.
  • Working knowledge of group benefit products underwriting concepts claims analysis plan administration and applicable benefit compliance requirements.
  • Demonstrated ability to coordinate complex client accounts lead renewal execution facilitate client meetings manage carrier/vendor activity analyze financial information and resolve escalated issues with limited day-to-day direction.
  • Strong business writing presentation negotiation organization and relationship-management skills.
  • Ability to manage multiple client workstreams and deadlines while maintaining strong documentation quality and follow-through.
  • Proficiency with Microsoft Excel PowerPoint Word and Outlook plus agency management CRM benefits administration analytics or related platforms.
  • Valid drivers license and ability to travel to client carrier or company meetings as business needs require.
  • Bachelors degree or equivalent combination of education and relevant experience.


We would like it if you had...

  • CEBS GBA REBC RHU CLU or comparable professional designation.
  • Experience with self-funded plan implementation stop-loss analysis captive arrangements and complex vendor implementations.
  • Experience mentoring team members or leading cross-functional client teams without direct authority.
Salary Description
$115000 - $175000 ( commission)

Required Experience:

Senior IC


About Company

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We’re more than just an insurance agency. We are a true insurance partner capable of delivering relevant insurance and risk management advice. Whether you're a small business owner or a large corporation, we have the knowledge to help you navigate the complex world of insurance.

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