The MJ Companies · 21 hours ago
Senior Client Executive
Nashville, TN
Full-time
Hybrid
Senior Level
7+ years expThe MJ Companies are seeking a dedicated and experienced Client Executive to provide top-tier consultation and exceptional service to their Employee Benefits clientele. This role involves overseeing client experience, leading benefit strategy execution, and mentoring future service team members as the business scales.
ConsultingInsuranceRisk Management
Responsibilities
Assist in preparing and presenting at finalist and prospect meetings to secure new business
Lead implementation meetings, onboard new clients, and communicate sold decisions to internal MJ teams
Conduct local and travel-required OE meetings to ensure clients understand and can navigate their benefits
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
Own the overall client experience, including managing escalated claims issues and delivering proactive, strategic recommendations
Act as a trusted advisor to clients by aligning benefit strategies with organizational goals, financial considerations, and workforce needs
Oversee coordination of internal value propositions and cross-functional resources to ensure cohesive service delivery
Send detailed, actionable follow-up communications to internal partners and clients after meetings
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
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
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
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 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
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
Qualification
Required
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
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
Bachelor's degree preferred
Active Life & Health License
Company
The MJ Companies
The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Cindy H. Stellhorn
Executive Vice President/Partner
Britni Shrout
Chief Marketing Officer
Company data provided by crunchbase