Job Description
Our client is seeking a Director, Client Services (AVP/VP level) to lead a high-performing benefits account management team while ensuring exceptional client retention, satisfaction, and strategic service delivery. This is not a producer role. The focus is on leading teams, strengthening client relationships, and driving service excellence across a defined book of business.
This position is ideal for someone with deep employee benefits experience, a collaborative leadership style, and a passion for developing both client strategy and team performance.
Key Responsibilities
Client Retention & Relationship Management
- Serve as the senior point of contact for a defined portfolio of key accounts
- Lead the development and execution of client strategy in collaboration with internal stakeholders
- Maintain strong relationships with executive sponsors, producers, and carrier partners
- Monitor client satisfaction and proactively address service issues or escalations
- Identify cross-sell opportunities and support internal teams in expanding client relationships
Team Leadership & Oversight
- Supervise, mentor, and coach a team of account managers and benefits consultants
- Ensure clear role expectations, accountability, and career development support
- Oversee team workload distribution and performance tracking
- Serve as a subject matter expert and point of escalation for day-to-day service issues
- Support recruiting, hiring, and onboarding of new team members
Collaboration & Communication
- Partner with regional and national resources to enhance client deliverables
- Communicate consistently with leadership, sharing client trends, risks, and growth opportunities
- Promote best practices and process improvements across your team and the market
Qualifications
- 7–10+ years of employee benefits experience within a brokerage or consulting environment
- 3+ years of direct team leadership or people management
- Proven ability to build and maintain strong client relationships
- Deep understanding of self-funded and fully insured benefit strategies
- Excellent communication, coaching, and project management skills
- Georgia Life & Health license required (or willingness to obtain)
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