EB - Client Service Executive

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.

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.

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.

As a Client Service Executive
, you will:

• Manage a book of business
• Develop strategic solutions for client benefit needs
• Participate in or conduct on-site meetings, annual reviews, marketing/renewals, and open enrollments
• Educate clients on Compliance topics (DOL, ERISA, COBRA, FMLA, etc.)
• Maintain carrier relationships

• Lead marketing efforts and plan implementation for new business and renewals
• 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

• 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

• 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

Learn more about what we do:

We are Selfless
, Stewards of our Partnerships
.

We have a fantastic culture...

And we’re here to support you!

• Flexible 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

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.

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.

• 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

Full-Time/Part-Time Full-Time

Shift
-not applicable-

City Savannah

State GA

Position EB - Client Service Executive

Exempt/Non-Exempt Exempt