42 client executive jobs found

About the Job   This role closely collaborates with senior team members to help oversee client experience while gaining experience in the Client Executive role. This role is designed to support the development and execution of clients' benefit plan strategies, while also building experience in crafting retention strategies for existing clients and devising acquisition strategies for new clients in partnership with Consultants and the broader team.     Essential Functions   Client Engagement and Implementation   Assist in preparing and presenting at finalist and prospect meetings to secure new business.   Participate in implementation meetings to onboard new clients and communicate sold decisions to the MJ team.   Support and eventually lead local and travel-required Open Enrollment (OE) meetings to ensure clients understand and can navigate their benefits.   Client and Vendor Relations   Assist in preparing and leading...

The MJ Companies are seeking a dedicated expert to provide top-tier consultation and exceptional service to our Employee Benefits clientele. The ideal candidate will oversee the overall client experience and delegate day-to-day tasks to the appropriate team members. This role involves leading the development and execution of clients' benefit plan strategies, with support from Consultants. Additionally, the Client Executive will play a critical role in developing retention strategies for existing clients and formulating acquisition strategies for new clients through collaboration with the Consultants and the team. ESSENTIAL FUNCTIONS: Client Engagement and Implementation Finalist and Prospect Meetings: Assist in preparing and presenting at finalist and prospect meetings to secure new business. Onboarding and Initial Meetings: Lead implementation meetings, onboard new clients, and communicate sold decisions to the MJ team. Open Enrollment (OE): Conduct local and...

About the job   Education Bachelor’s degree in Business, Finance, Economics, or a related field preferred; equivalent experience will also be considered. Professional designations: CPFA, QKA, CRPS, or equivalent preferred. FINRA Series 6/7/65/66 licenses are strongly preferred. Candidates without the required licenses must obtain the Series 65 within the first 120 days of employment. Knowledge & Experience 5–10 years of experience in retirement plan services or sales, including direct client-facing responsibilities. Experience with retirement plan recordkeeping, investment platforms, and compliance requirements is required. Strong understanding of financial analysis and reporting. Ability to manage multiple client relationships in a fast-paced environment. Technical functions Proficiency with Microsoft 365, Power BI and data management tools. Strong written and verbal communication skills, including public speaking. Strong...

This position is a part of a brokerage apprenticeship program, a paid role that combines on-the-job learning with required education and training.  As part of the role, the apprentice will work toward an associate's degree and complete an industry designation (e.g., PEBC, PRC) while building foundational skills in Employee Benefits.  The role will provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team. ESSENTIAL FUNCTIONS +Work together with the Account Manager and Client Executive to service clients +Assist with review of contracts for accuracy of policy details +Review Benefits Open Enrollment information for accuracy of information +Provide day-to-day customer service to clients +Assist Client Executives and Account Managers in retention of existing clients +Work with health risk management team in the analysis of claims information and development of...

Company: Marsh McLennan Agency Description: Retirement Associate Consultant Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Associate Consultant within our Retirement Services team here at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). A day in the life. We are looking for an energetic, positive person to join...

Provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team. ESSENTIAL FUNCTIONS +Work together with the Account Manager and Client Executive to service clients +Assist with review of contracts for accuracy of policy details +Review Benefits Open Enrollment information for accuracy of information +Provide day-to-day customer service to clients +Assist Client Executives and Account Managers in retention of existing clients +Work with health risk management team in the analysis of claims information and development of additional value-add reporting including but not limited to Benefit Informatics +Gain working knowledge of functionality of resource tools +Assist in maintenance of client management system +Prepare and distribute Request for Proposal (RFP) packets for all lines of group insurance coverages including medical, dental, vision, life, disability and...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This is a field-based role on the National Catastrophe Response Team. This position is responsible for managing property claims in response to catastrophic events across the country. As a field-based adjuster, you will be deployed to areas impacted by large-scale disasters—such as hurricanes, tornadoes, floods, or other major events—to assess damages, support policyholders, and help communities begin the recovery process.  The role requires extensive travel (up to...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits A ccount Executive – Public Entity Team for our growing team in Carmel, IN ! Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service, achieve client satisfaction, and support new business opportunities. How You Will Contribute:   Responsible for the day-to-day account management of an assigned book of business, including but not limited to responding to coverage questions; researching and resolving claims issues, enrollment and ID cards problems; processing policies and changes; providing coverage comparisons, premium breakdowns and claims runs; etc. Build courteous and successful relationships with clients, vendors and carriers to improve...

Company: Marsh McLennan Agency Description: Senior Consultant, Employee Health & Benefits Location: Boston (101 Huntington Ave.) or Worcester (100 Front St.), Hybrid – 3 days in office, 2 remote Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Associate Consultant at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh...

Company: Marsh McLennan Agency Description: Senior Consultant, Employee Benefits, Private Equity Location: Boston (101 Huntington Ave.) or Worcester (100 Front St.), Hybrid – 3 days in office, 2 remote Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Associate Consultant at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm,...

Small Business   Sales Executive     Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry   expertise , but we still   maintain   the local flavor of our offices. Our structure enables our teams to   maintain   their own unique, regional culture.   HUB is   a leading   global insurance and employee benefits broker,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over   20 ,000 employees   in   6 00   offices throughout North America, HUB has   grown substantially, in...

Job Summary We are The MJ Companies—a firm dedicated to inspiring the success, fulfillment, and wellbeing of each person we serve. Our commitment to excellence and innovation has enabled us to maintain a best-in-class approach to risk management, employee benefits, retirement, and total rewards. We are seeking a talented proposal specialist to join our corporate Marketing + Communications team. As a member of our team, you will have the opportunity to work with passionate, creative individuals who are focused on advancing the MJ brand in the ever-changing world of insurance. In this role, you will be responsible for driving new business growth by crafting compelling, tailored responses to Request for Proposals (RFPs). The proposal specialist will play a vital role on our team, aiding proposal development and coordination, as well as sales presentation design and project management. If you are an organized team player who enjoys crafting compelling content aimed at securing...

Position Title Branch Banking - Leader - Float   Location Angola, IN 46703   Job Summary A Branch Banking Leader - Float travels between assigned branches to provide clients with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals. The Float Leader helps to drive branch revenue growth, operational integrity, and client experience excellence, with a focus on reputational success in the community.   Job Responsibilities: Business Performance : Drive market growth of primary client relationships and achieve growth targets in financial performance (deposits loans, and non-interest...

Position Title Branch Banking - Client Consultant I - Float   Location Fort Wayne, IN 46815   Job Summary A Branch Banking Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth...

Position Title Branch Banking – Client Consultant II   Location South Bend, IN 46619   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and...

Position Title Branch Banking - Client Consultant I - Float   Location New Haven, IN 46774   Job Summary A Branch Banking-Client Consultant I - Float travels between assigned branches in order to provide customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets...

Job Title: Implementation Specialist I FLSA Status: Non-Exempt Job Family: Brotherhood Works - Payroll & HR Dept: Brotherhood Works - Payroll & HR Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Responsible for software configuration specific to each ministry including earnings, benefit deductions, and taxes to be withheld for payroll implementation. Record and reconcile pay history with associated filings. Educate and provide resources to clients to help them understand the unique taxation and payment topics.   POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Conduct simple tax reconciliations for all applicable taxes. Provide recommendations to bring pay history and tax settings into compliance where necessary and achieve client...

Position Title Branch Banking - Client Consultant I (Part-Time)   Location Angola, IN 46703   Job Summary A Branch Banking Client Consultant I provides customers with high quality, prompt, and professional financial services. Responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative. C...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Business Support SFTP Specialist provides critical operational support to the New Business and Underwriting teams, with a primary focus on SFTP (Secure File Transfer Protocol) onboarding, maintenance, and technical troubleshooting for mutual clients. This role ensures the accuracy and integrity of customer data by analyzing submitted documents, updating administrative systems, and coordinating the successful implementation of file-transfer processes. Serving as the main point of contact for both internal teams and external vendors, the SFTP Specialist manages...