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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