Senior Client Executive

ABOUT THE JOB

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.

 

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 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 checkpoint 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 OneNote, 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.

Future Leadership Responsibilities

• 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 leadership to help shape and scale the employee benefits service model, including workflow design, process improvements, and future team structure.
• Provide input into staffing needs, hiring decisions, and talent development as the book of business grows, demonstrating readiness to assume formal people leadership responsibilities over time.
• Contribute to department initiatives, cross-functional projects, and operational enhancements that strengthen service delivery and team effectiveness.
• Act as a cultural steward and external representative of MJ’s Employee Benefits business unit within the local market, supporting relationship development, industry engagement, talent recruitment, and market awareness.

 

TECHNICAL FUNCTIONS

• Highly proficient in Microsoft Office products (Excel, Word, Outlook, PowerPoint).
• Familiarity with Agency Management Systems and Document Management Systems (BenefitPoint experience a plus).
• Strong project management skills with the ability to lead internal teams and manage complex timelines.

 

REQUIRED EXPERIENCE

• 7-10 years of experience in the Employee Benefits industry, specifically in client-facing roles.
• Strong knowledge of self-funded benefit plans, medical stop loss, and ancillary coverages.
• Demonstrated strengths in project management, prioritization, problem-solving, attention to detail, and independent execution.
• Proven ability to influence, mentor, and lead through collaboration without direct authority.
• Excellent verbal, written, and presentation communication skills.

 

REQUIRED EDUCATION & LICENSING

• Bachelor’s degree preferred
• Active Life & Health License