Client Executive
Core
Lead the Retirement Services team to retain existing business, develop new business within assigned accounts, and ensure high-level client service for corporate retirement plans.
Role type
Senior Client Executive (Retirement Services Team Lead)
Builds
Corporate retirement plans and employee benefit solutions
Domain
Employee Health & Benefits / Corporate Retirement
Deliverable
client delivery
Required skills
Corporate retirement plan servicing, employee education facilitation, client compliance management (Form 5500, annual testing), M&A coordination, contract review, team leadership, financial analysis, benefit legislation knowledge
Preferred skills
FINRA Series 65/66, AIF designation, California Life and Disability License
Technologies
MS Office, Agency Management System, financial industry software
Responsibilities
Oversee client service activities and meet retention goals, develop new business through employee education, resolve client and carrier concerns, facilitate Open Enrollment and ongoing engagement, manage provider transition timelines, direct Client Service Team members, review legal documents for accuracy, coordinate coverage placement, present renewal outcomes, conduct employee meetings on benefit options.
Seniority
Senior, hands-on IC with team leadership