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Client Executive – Group

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-06
Job specializations:
  • Sales
    Account Manager, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 120000 - 180000 USD Yearly USD 120000.00 180000.00 YEAR
Job Description & How to Apply Below
Position: Client Executive – Group Benefits
  • Retain and grow an assigned book of business valued between $750K–$2M
  • Serve as the primary relationship leader across client organizations
  • Lead account strategy development and execution with internal teams and clients
  • Provide subject matter expertise on benefits programs, self-funding strategies, and carrier solutions
  • Own renewal strategy, carrier negotiations, and overall account performance
  • Support Senior Client Executives with complex accounts and deliverables
  • Oversee new-client onboarding, service validation, and implementation planning
  • Review and approve renewals, pricing analyses, and compliance materials
  • Conduct client meetings, presentations, and open enrollment sessions
  • Ensure accuracy and quality of client deliverables and reporting
  • Maintain CRM data integrity and account intelligence
  • Monitor revenue collection, including fees and commissions
  • Track service plans, deliverables, and timelines
  • Collaborate with sales, analytics, and service teams
  • Align internal resources with client goals and service expectations
  • Partner with leadership on upsell and cross-sell strategies
  • Identify service expansion opportunities and deepen client relationships
  • Drive Total Account Selling goals and revenue growth initiatives
  • Lead strategic planning for long-term health management solutions
  • Implement processes to improve service delivery and outcomes
  • Stay current on HIPAA, COBRA, and healthcare reform regulations
  • Develop best practices and train team members on operational excellence
Requirements
  • 5–10 years of benefits and insurance industry experience
  • Life, Health & Accident license
  • Strong understanding of self-funded and fully insured programs
  • Proven sales and account management capabilities
  • Strong communication, relationship, and project management skills
  • College degree preferred
  • Advanced industry designations or certifications preferred
  • Experience with enterprise client strategy and growth initiatives preferred
  • Legally authorized to work in the country where the job is located without sponsorship
Core Competencies

Demonstrates expertise in benefits programs, self-funding strategies, and account management, with a strong focus on client relationship building and strategic planning for revenue growth. Proficient in compliance with HIPAA and healthcare regulations while ensuring high-quality deliverables and service excellence.

Highest-signal resume keywords
  • Benefits Program Expertise
  • Account Management
  • Client Relationship Development
  • Sales Strategy Execution
  • Project Management
Hard Skills
  • Self-Funded Programs
  • Fully Insured Programs
  • Revenue Growth Initiatives
  • Service Delivery Improvement
  • Pricing Analysis
  • Compliance Review
  • Client Onboarding
  • Data Integrity Management
  • Strategic Planning
  • Total Account Selling
Soft Skills
  • Strong Communication
  • Relationship Management
  • Collaboration
  • Leadership
  • Training and Development
Certifications & Qualifications
  • Life License
  • Health License
  • Accident License
  • Advanced Industry Designations
Industry Keywords
  • Benefits Industry
  • Insurance Industry
  • HIPAA Compliance
  • COBRA Regulations
  • Healthcare Reform
Tools & Technologies
  • CRM Systems
  • Analytics Tools
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