Sterling Seacrest Pritchard · 12 hours ago
EB - Client Service Executive
Atlanta, GA
Full-time
Onsite
Mid Level
4+ years expSterling Seacrest Pritchard is a company that prides itself on being selfless stewards of partnerships. The Client Service Executive will serve as an advisor and consultant to clients, managing a book of business and developing strategic solutions to meet client needs while maintaining strong relationships with insurance carriers.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Manage a book of business
Develop strategic solutions for client benefit needs
Participate in or conduct on-side 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
Qualification
Required
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
Benefits
Unlimited 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
Company
Sterling Seacrest Pritchard
Sterling Seacrest Pritchard provides risk management, business insurance, personal insurance, surety bonds and employee benefits services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Bailey
CEO
Vici Alexander
Chief Financial Officer
Recent News
The Business Journals
2024-05-23
The Business Journals
2024-05-23
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