Demo

Director - Client Development

Fortune 500
Boston, MA Full Time
POSTED ON 2/3/2025
AVAILABLE BEFORE 5/3/2025

Director of Client Development

Location : HQ - Boston, MA (person will be required to travel)

Position Overview

We are seeking a highly motivated and experienced Employee Benefits Account Executive to join our growing team. In this role, you will manage a robust portfolio of existing accounts while identifying opportunities to expand relationships with our commercial clients. You will serve as the primary point of contact, ensuring clients receive customized, value-driven benefits solutions that align with their evolving needs.

Key Responsibilities

  • Manage a portfolio of existing client accounts, building and maintaining strong relationships to ensure retention and satisfaction.
  • Expand current client relationships by introducing additional benefits solutions and identifying cross-sell opportunities within our suite of commercial services.
  • Collaborate with internal teams and carriers to design and implement customized benefits strategies that align with client needs and objectives.
  • Conduct regular client reviews, providing insights on plan performance, cost trends, and compliance updates.
  • Negotiate renewals, pricing, and contracts with carriers to achieve optimal outcomes for clients.
  • Proactively identify opportunities to strengthen client partnerships through enhanced service offerings and strategic advice.
  • Stay updated on industry trends, regulatory changes, and best practices in employee benefits.
  • Assist in onboarding new clients by providing a seamless and consultative transition experience.

Qualifications

  • 7 years of experience in employee benefits account management, preferably within the insurance or consulting industry.
  • Demonstrate a basic understanding of the private equity industry
  • Proven success in managing a book of business while driving growth through client retention and relationship expansion.
  • Strong knowledge of group benefits plans, market trends, and compliance requirements.
  • Exceptional client relationship and communication skills, with the ability to present complex information clearly.
  • Proven ability to manage multiple accounts and priorities in a fast-paced environment.
  • Proficiency in Microsoft Office and experience with CRM or benefits administration platforms.
  • Relevant insurance licenses or certifications (e.g., Life & Health Insurance License) preferred
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