Director of Client Development

Boston, MA - Hybrid/Remote - weekly/monthly travel

Position Overview

We are seeking a highly motivated and experienced Employee Benefits Account Executive to join our growing team. In this role, you will manage a robust portfolio of existing accounts while identifying opportunities to expand relationships with our commercial clients. You will serve as the primary point of contact, ensuring clients receive customized, value-driven benefits solutions that align with their evolving needs.

Key Responsibilities

• Manage a portfolio of existing client accounts, building and maintaining strong relationships to ensure retention and satisfaction.

• Expand current client relationships by introducing additional benefits solutions and identifying cross-sell opportunities within our suite of commercial services.

• Collaborate with internal teams and carriers to design and implement customized benefits strategies that align with client needs and objectives.

• Conduct regular client reviews, providing insights on plan performance, cost trends, and compliance updates.

• Negotiate renewals, pricing, and contracts with carriers to achieve optimal outcomes for clients.

• Proactively identify opportunities to strengthen client partnerships through enhanced service offerings and strategic advice.

• Stay updated on industry trends, regulatory changes, and best practices in employee benefits.

• Assist in onboarding new clients by providing a seamless and consultative transition experience.

Qualifications

• 7+ years of experience in employee benefits account management, preferably within the insurance or consulting industry.

• Demonstrate a basic understanding of the private equity industry

• Proven success in managing a book of business while driving growth through client retention and relationship expansion.

• Strong knowledge of group benefits plans, market trends, and compliance requirements.

• Exceptional client relationship and communication skills, with the ability to present complex information clearly.

• Proven ability to manage multiple accounts and priorities in a fast-paced environment.

• Proficiency in Microsoft Office and experience with CRM or benefits administration platforms.

• Relevant insurance licenses or certifications (e.g., Life & Health Insurance License) preferred