Senior Client Executive

The MJ Companies are seeking a dedicated and experienced Client Executive to provide top-tier consultation and exceptional service to our Employee Benefits clientele. This role is responsible for overseeing the overall client experience, leading benefit strategy execution, and delegating day-to-day service activities to internal team members.

In addition to serving as a strategic advisor to clients, this role is designed for a senior-level professional with the capability and desire to lead and develop a future service team as the business scales. While this position does not include immediate direct reports, the Client Executive will act as a mentor, subject matter expert, and operational leader, helping shape workflows, elevate service delivery, and support team growth over time.

The Client Executive plays a critical role in developing retention strategies for existing clients and supporting acquisition strategies for new clients through close collaboration with Consultants, Producers, and internal partners.

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 internal MJ teams.
• Open Enrollment (OE): Conduct local and travel-required OE meetings to ensure clients understand and can navigate their benefits.

Client and Vendor Relations

• Prepare and lead client strategy and checklist meetings with minimal producer involvement, ensuring strategic alignment and strong client engagement.
• Attend and present at client committee meetings, client strategy meetings, checkpoint meetings, and in-person meetings with producers.
• Participate in monthly and recurring client and carrier/vendor calls to maintain consistent communication and support.
• Serve as a senior-level point of contact for complex client needs, escalations, and strategic discussions.

Strategic Client Management

• Client Experience Oversight: Own the overall client experience, including managing escalated claims issues and delivering proactive, strategic recommendations.
• Strategic Advisor Role: Act as a trusted advisor to clients by aligning benefit strategies with organizational goals, financial considerations, and workforce needs.
• Internal Coordination: Oversee coordination of internal value propositions and cross-functional resources to ensure cohesive service delivery.
• Meeting Follow-Ups: Send detailed, actionable follow-up communications to internal partners and clients after meetings.

Compliance and Documentation

• Inform compliance team of client changes and ensure appropriate reviews are completed.
• Conduct final reviews of SPDs, decision summary forms, and Benefit Guides to ensure accuracy and regulatory compliance.
• Serve as a resource to internal team members on compliance-related questions and best practices.

Marketing and Financial Analysis

• Attend pre-marketing meetings, manage reprices, and lead complex medical marketing efforts.
• Create and update cost summaries and fully insured exhibits for multiple lines of coverage.
• Lead carrier negotiations for renewals and new policies across medical, stop loss, dental, life, disability, vision, and TPA administrative fees.
• Deliver forecasting and financial modeling to support client decision-making.

Communication and Coordination

• Manage OE communication processes between clients and internal teams.
• Notify carriers of plan terminations and changes; obtain and distribute required communication materials.
• Maintain thorough and accurate documentation within One Note, client folders, and carrier correspondence systems.

Wellness and Analytics

• Develop and deliver client-specific wellness strategies, including project management of requests involving Population Health and Analytics teams.
• Provide ad hoc analyses, benchmarking, and reporting to support data-driven client recommendations.
• Serve as a mentor and senior resource to employee benefits service team members, supporting complex client situations, renewals, escalations, and workload overflow.
• Partner with functional and department…