SummaryThe Client Services Account Executive is responsible for managing and strengthening client and broker relationships within an assigned book of business in a Third-Party Administrator environment. This role serves as a primary point of contact for clients, brokers, consultants, carriers, and internal teams to ensure successful benefit plan administration, renewal strategy, issue resolution, and ongoing client satisfaction.
The ideal candidate has strong healthcare insurance or employee benefits experience, understands self-funded and TPA plan administration, and can confidently lead client meetings, renewal discussions, enrollment support, and service strategy. This position also requires prior management or team leadership experience, including the ability to guide, mentor, and support account service team members.
Leadership ResponsibilitiesThis position may include formal or informal leadership responsibilities, including:
- Provide direction and support to account management or client service team members.
- Mentor less experienced team members on client service best practices, renewal processes, broker communication, benefit plan administration, and issue resolution.
- Assist with workload prioritization, client escalations, and internal coordination.
- Lead client service initiatives, renewal planning discussions, and cross-functional meetings.
- Support department leadership with training, process improvements, and service consistency across the team.
- Ownership for client escalations within team member's client assignments
- Performance reviews for team members
Additional Responsibilities- May be responsible for a book of clients
- Manage the ongoing service needs for an assigned book of business, ensuring timely, accurate, and high-quality client support.
- Serve as a key relationship manager for clients, brokers, consultants, carriers, and internal service teams.
- Coordinate expirations with Producers to obtain renewal and/or new business information.
- Market new and renewal business, prepare analyses of alternative benefit proposals, develop marketing materials, and create client presentations.
- Understand available products and services and identify opportunities for new product integration based on client needs, plan performance, and industry trends.
- Process renewal and new business enrollment paperwork, including follow-up with clients, brokers, carriers, and internal teams throughout the process.
- Schedule and conduct quarterly in-person meetings with brokers and clients throughout the year.
- Work with brokers and consultants to analyze benefit plan experience, claims data, utilization trends, and industry benchmarks.
- Serve as a facilitator for calls and correspondence from clients, brokers, carriers, and internal departments regarding insurance, claims, eligibility, billing, enrollment, and administrative issues, with a focus on successful and efficient resolution.
- Participate in and/or lead annual enrollment and benefits meetings for client employees.
- Partner with internal operations, claims, eligibility, implementation, sales, and leadership teams to ensure client needs are met and service expectations are maintained.
- Stay current on industry practices, benefit trends, healthcare regulations, compliance updates, and legislative changes through departmental meetings, educational events, industry briefs, updates, and ongoing professional development.
Qualifications & Professional License Requirements- At least five years of experience at the Account Manager, Senior Account Manager, or Account Executive level within a TPA organization.
- At least two years in a supervisory client service role within a TPA organization.
- Prior management, supervisory, team lead, or mentoring experience.
- Strong knowledge of healthcare benefits, insurance products, renewal processes, client service workflows, and benefit plan administration.
- Experience working with brokers, consultants, carriers, clients, and internal operations teams.
- Ability to analyze plan experience, claims data, benefit utilization, and market trends.
- Strong presentation, communication, negotiation, and relationship-management skills.
- Ability to manage multiple clients, deadlines, renewals, and service priorities simultaneously.
- Strong problem-solving skills and the ability to facilitate resolution of complex client, claims, eligibility, billing, enrollment, or administrative issues.
Preferred Education and Experience- Advanced training in industry-related sales or account management techniques.
- Life Agent License/ Valid Producer License.
- Experience in a self-funded, level-funded, or TPA environment.
- Experience leading client strategy meetings, renewal presentations, open enrollment meetings, and broker-facing discussions.
- Prior experience managing or mentoring account management or client service staff.
