Client Executive

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October 28

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EOI Service Company

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B2B • Education • HR Tech

EOI Service Company is a provider of superior benefit education and communication services aimed at increasing employee engagement and achieving desired benefit outcomes. With over 45 years of experience, EOI assists companies nationwide in designing and implementing communication strategies and decision support tools that help employees understand and select their benefit options effectively. They administer over 1,500 accounts nationwide, representing over 500,000 employees. EOI offers support services such as benefits administration system builds, custom communication packages, and employee benefits education, helping to optimize and reduce the investment burden for their clients while increasing employee enrollment and understanding of benefit values.

51 - 200 employees

Founded 1979

🤝 B2B

📚 Education

👥 HR Tech

💰 Private Equity Round on 2020-09

📋 Description

• Manages and grows an assigned book of business with existing clients, achieving retention and sales goals through development of long-term strategies and placement of additional products and services. • Analyzes performance outcomes, leveraging benchmarking and best practices to recommend solutions for continual improvement and viability of the client relationship. • Acts as key point of contact for broker, client, and carrier partners. • Identifies and efficiently resolves issues and escalations as needed. • Drives product and carrier placement strategies to maximize revenue opportunities, including achievement of carrier bonus thresholds. • Sets client and enrollment-specific sales goals, interfacing with client teams to monitor results and adjust strategy as needed, communicating back to internal and external stakeholders as appropriate. • Acts as liaison between external partners and internal departments to ensure clients and brokers remain satisfied with their services. • Builds and fosters a positive, collaborative, and inclusive workplace and team culture, championing internal initiatives and programs. • Oversees assigned client teams, leading weekly internal planning meetings, setting priorities, monitoring outcomes, and allocating resources to achieve goals.

🎯 Requirements

• Bachelor’s degree in marketing, business management, business administration, or related field preferred. • Minimum 7 years of related experience required. • Ability to travel to clients, brokers, and internal meetings, up to 50% of the time, particularly during peak season of September through December with additional travel throughout the year as needed. • Current life and health insurance license. • Advanced knowledge of health, ancillary and alternative funding products. • Excellent interpersonal skills with ability to lead and indirectly manage and communicate with team members across all levels of the organization. • Strong organizational skills and attention to detail. • Excellent written, verbal, and presentation skills. • Disciplined self-starter with ability to monitor goals and make adjustments to meet/exceed expectations. • Maintains composure and professionalism when dealing with difficult or complex situations. • Ability to thrive in a fast-paced environment. • Excellent problem solver and solution oriented. • In depth knowledge and understanding of insurance products and employee benefits with insight to current and future trends to drive recommendations. • Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint. • Familiarity with CRM software such as Oracle, Salesforce, or similar.

🏖️ Benefits

• Health, vision, and dental insurance • Flexible spending accounts • Retirement savings plans • Life and disability insurance • Paid and unpaid time off