Client Executive | Employee Benefits

The Employee Benefits Client Executive is responsible for developing new employee benefits business and expanding revenue within existing client relationships. This role serves as a strategic advisor to employers on health and welfare benefit programs, helping clients manage cost, improve plan performance, support employees, and navigate an increasingly complex benefits environment. The Client Executive leads prospect strategy and client relationships while partnering closely with Account Management, Analytics, Marketing, Compliance, Communications, and other internal specialists to deliver coordinated solutions and strong retention.

Work Performed

• Meet activity, new business, retention, and revenue goals jointly established with management and regularly report progress toward those goals.
• Proactively identify and qualify employee benefits prospects; conduct discovery meetings to understand business objectives, workforce demographics, current plan structure, pain points, funding arrangements, renewal history, and decision-making process.
• Develop and present tailored employee benefits strategies and proposals, clearly communicating Oakbridge's capabilities, recommended solutions, implementation approach, and expected value to prospects and clients.
• Target opportunities that align with agency account quality, size, revenue, and strategic standards to support profitable organic growth.
• Lead the overall client relationship and establish clear expectations regarding scope of services, stewardship cadence, deliverables, responsibilities, and decision timelines.
• Conduct regular client strategy, stewardship, and renewal-planning meetings and coordinate service needs with the assigned Account Manager and broader Employee Benefits team.
• Provide ongoing consultative guidance on plan design, funding strategy, cost containment, contribution strategy, network options, pharmacy benefits, stop-loss, employee engagement, and other solutions appropriate to the client's objectives.
• Identify and pursue cross-sell opportunities, including voluntary benefits, life and disability, executive benefits, retirement, property & casualty, and other Oakbridge capabilities when appropriate.
• Collaborate with Oakbridge producers and specialists across Employee Benefits, Property & Casualty, Personal Lines, Retirement, and other practice areas; share leads and facilitate joint client and prospect meetings where appropriate.
• Maintain an active, disciplined pipeline; participate in sales meetings, pipeline reviews, prospect strategy sessions, and growth planning discussions.
• Partner with Employee Benefits marketing and analytics resources to develop renewal and market strategies, prepare carrier/TPA/RFP submissions, evaluate proposals, negotiate terms, and present financial comparisons and recommendations.
• Build productive relationships with medical, pharmacy, stop-loss, ancillary, TPA, benefits administration, and other vendor partners while representing Oakbridge professionally and advocating for clients.
• Stay current on employee benefits trends, funding strategies, carrier and vendor capabilities, healthcare cost drivers, and relevant regulatory developments; complete professional development goals established by management.
• Maintain a professional demeanor and actively support Oakbridge's reputation in the business community through client service, networking, referral relationships, and industry involvement.