Team Lead, Client Executive – Employee Benefits

Job Summary:

The Team Lead, Client Executive is a strategic leadership role within the Employee Benefits department. This position is responsible for leading a high-performing team while also serving as a senior-level client executive. The role requires a balance of operational oversight, team development, and direct client engagement. The ideal candidate will demonstrate advanced industry knowledge, emotional intelligence, and a commitment to excellence in service delivery and team performance.

 

Key Responsibilities

Team Leadership & Oversight

• Lead and manage a team of individual contributors and/or managers.
• Oversee team performance, including time and attendance, performance reviews, and employee relations.
• Drive retention of team members and the team’s book of business through effective leadership, engagement, and strategic client management.
• Ensure clarity of team goals, delegation of responsibilities, and efficient workflow.
• Prioritize and distribute workload across the team to ensure balance and efficiency.
• Provide mentorship, coaching, and professional development opportunities.
• Support team members with overflow work and complex client issues.
• Promote a culture of collaboration, accountability, and continuous learning.
• Participate in the hiring, onboarding, and training of new team members.
• Ensure compliance with FLSA standards and employment laws.

Client Executive Responsibilities

• Serve as a strategic advisor and primary contact for select clients.
• Support team members in client-facing activities including renewals, escalations, and strategic planning.
• Collaborate with producers to develop retention strategies and identify new business opportunities.
• Maintain strong relationships with clients, carriers, and vendor partners.
• Ensure exceptional internal and external client service delivery.
• Function as a subject matter expert and resource for complex client needs.

Operational & Strategic Duties

• Engineer and manage efficient team workflows and service delivery processes.
• Ensure proper utilization of agency management systems (e.g., EPIC, Smartsheets).
• Contribute to department initiatives and operational improvements.
• Support prospecting efforts and contribute to business development.
• Drive profitability through effective team and client management.
• Attend company meetings, client meetings, carrier functions, and industry events.
• Actively participate in Employee Benefits initiatives and cross-functional projects.

 

Qualifications

• College degree preferred.
• 7–10 years of experience in the Employee Benefits industry, including leadership and client management roles.
• Active Life & Health License required.
• Advanced knowledge of Employee Benefits products, services, and market trends.
• Strong technical skills: Microsoft Office (Advanced Excel), EPIC, Smartsheets.
• Completed Rembrandt review or equivalent leadership assessment.
• Demonstrated ability to lead teams, manage client relationships, and drive results.
• High integrity, emotional intelligence, and adaptability in a fast-paced environment.

Work Environment & Physical Demands

• Fast-paced, multi-tasking professional environment.
• Frequent computer use; ability to sit for extended periods.
• Occasional lifting of office materials (up to 10 lbs).
• Moderate noise level typical of office settings.
• Local travel required; occasional overnight travel may be necessary.

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