Client Service Executive - Employee Benefits

About the Organization

At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.

We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Category

Insurance

Description

The Client Service Executive (CSE) works alongside the Producer to serve as an advisor and consultant to our client. You will be the primary service contact for the client and the liaison between the client and insurance company(s), exemplifying the highest standard of our service model.

WHAT YOU'LL DO (Essential Job Tasks)

As a Client Service Executive, you will:

Manage a book of business

Develop strategic solutions for client benefit needs

Participate in or conduct on-side meetings, annual reviews, marketing/renewals, and open enrollments

Educate clients on Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)

Maintain carrier relationships

Renewal & Marketing

Lead marketing efforts and plan implementation for new business and renwals

Prepare and present analysis for renewal and marketing results

Support the preparation of enrollment materials and presentations

Prepare case for submission, master applications, and rates and benefit confirmation to carrier

Provide post enrollment analysis and support to client

Oversee set up and maintenance of benefit administration systems

Administrative

Oversee client communications

Delegate tasks to support staff

Inform and educate clients on SSP's value-added services and programs

Support the maintenance of client information in Agency Management System

WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)

4-6 years of experience; Active Life and Health licensing in resident state required

Complete knowledge of current marketplace and underwriting methodologies

Time management and workflow prioritization

Proactive problem solving

Independent thinker and contributor

WORKING AT SSP

Learn more about what we do:

We are Selfless, Stewards of our Partnerships.

We love to have fun

And we're here to support you!

PERKS/BENEFITS

Unlimited PTO

Health Insurance (Medical/Dental/Vision)

Safe Harbor 401K (We contribute 3% regardless of whether you do!)

Dress For Your Day

Flexible Work Schedule

Clear Growth Path

In-House Continuing Education

Team Outings & Events

Community Outreach

Position Requirements

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.

Full-Time/Part-Time

Full-Time

Shift

-not applicable-

City

Atlanta

State

Georgia

Position

Client Service Executive - EB

Exempt/Non-Exempt

Exempt

Open Date

1/3/2025

This position is currently accepting applications.