Description
The Client Service Executive leads a retirement-services client service team, manages existing corporate retirement-plan accounts, develops new business with current clients, coordinates coverage placement and plan renewals, supports M&A transitions, and resolves client and carrier issues. The role also directs client-service team members, maintains account documentation, and requires travel to client sites. It requires at least seven years of corporate retirement-plan servicing experience, a bachelor's degree strongly preferred, relevant financial or benefits designations, and a valid California Life and Disability license.
