What are the responsibilities and job description for the Senior Client Advisor position at Choice Financial Group?
About The Role
We are seeking a highly experienced and client-focused Senior Client Advisor to join our Health & Benefits team. In this role, you will serve as a trusted advisor to a portfolio of clients, delivering strategic guidance and ensuring the seamless administration of employee benefit programs. This is an opportunity to build strong relationships, solve complex challenges, and make a meaningful impact on client success while contributing to the growth of our organization.
Key Responsibilities
This role is based in a professional office environment in Virginia Beach, VA. The position regularly utilizes standard office equipment such as computers, phones, and copiers. The work environment is collaborative, with a moderate noise level and occasional movement throughout the office.
Why Join Us?
Join a growing, client-focused organization where your expertise and insights directly influence outcomes. You’ll work alongside experienced professionals in a collaborative environment that values innovation, service excellence, and continuous improvement.
We are seeking a highly experienced and client-focused Senior Client Advisor to join our Health & Benefits team. In this role, you will serve as a trusted advisor to a portfolio of clients, delivering strategic guidance and ensuring the seamless administration of employee benefit programs. This is an opportunity to build strong relationships, solve complex challenges, and make a meaningful impact on client success while contributing to the growth of our organization.
Key Responsibilities
- Manage and retain a portfolio of employee benefits clients, ensuring exceptional service and satisfaction
- Oversee benefit programs including medical, dental, vision, life, and disability coverage
- Serve as the primary liaison between clients, employees, and insurance carriers
- Coordinate enrollments, plan changes, and terminations with accuracy and timeliness
- Develop and deliver client-facing materials such as presentations, proposals, and benefit summaries
- Partner with producers on new business opportunities and renewals
- Negotiate with carriers to secure competitive pricing and plan design solutions
- Stay current on industry trends, underwriting practices, and regulatory changes
- Maintain accurate client records and ensure full compliance with regulations and company standards
- Resolve complex service issues, including billing discrepancies and coverage concerns
- Identify cross-selling opportunities and support business development initiatives
- Recommend and implement process improvements to enhance service delivery
- Ensure compliance with ERISA, Section 125, and IRS reporting requirements (Forms 1095 and 5500)
- High school diploma required; bachelor’s degree preferred
- Minimum of 5 years of recent experience in employee benefits or commercial lines account management
- Active Health & Life Insurance License, or ability to obtain and maintain
- Strong knowledge of ERISA, Section 125 plans, and IRS reporting requirements (Forms 1095 and 5500)
- Advanced proficiency in Microsoft Office Suite
- Demonstrated professionalism, sound judgment, and discretion in client-facing situations
- Strong client service orientation with a commitment to excellence
- Exceptional organizational and time management skills
- Ability to manage multiple priorities and deadlines independently
- Strong analytical, technical, and problem-solving skills
- Excellent verbal and written communication skills
- Collaborative mindset with the ability to drive process improvements
- Proven relationship-building skills with clients, carriers, and internal teams
- Willingness and ability to travel within Virginia and North Carolina as needed
This role is based in a professional office environment in Virginia Beach, VA. The position regularly utilizes standard office equipment such as computers, phones, and copiers. The work environment is collaborative, with a moderate noise level and occasional movement throughout the office.
Why Join Us?
Join a growing, client-focused organization where your expertise and insights directly influence outcomes. You’ll work alongside experienced professionals in a collaborative environment that values innovation, service excellence, and continuous improvement.