Lovitt & Touche Jobs

Client Executive (Benefits)

Position Overview
The Client Executive position (formerly called Account Executive) is responsible for assisting Sales Executives in securing new business, managing the strategic client relationship and overseeing all aspects of client service, renewal activities and administration of products for the clients assigned to them.

Principal Duties and Responsibilities

  • Responsible for strategic management of Benefits accounts by developing solid partnerships with clients' senior decision-makers, HR managers and other support staff
  • Strategize with Sales Executives to present capabilities and secure new business
  • Grow block of business with new clients and new lines of coverage, including cross-selling across the agency's service offerings
  • Offer creative, strategic, proactive and technically correct advice to clients
  • Develop extensive knowledge of carriers & products offered; recommend new products and services to clients; advise on ongoing design and compliance issues; recommend modifications to plan design that support the client's business and financial objectives
  • Actively negotiate with insurance carrier representatives and underwriters to develop innovative, practical solutions
  • Manage and review vendor selection with clients to ensure vendors are a good fit for the client with regard to pricing, financial strength, product and service offerings, along with recommending changes where appropriate
  • Monitor legislative & regulatory changes and advise internal and external clients of requirements for compliance; advise client and, when appropriate, assist to insure that plan documents, policies, government filings and other applicable documents are complete, accurate and delivered timely
  • Provide subject matter expertise and leadership to the internal service delivery team
  • Mentor, develop & educate others internally and also externally through industry and community involvement
  • Resolve escalated service issues
  • Maintain electronic client files including ongoing documentation of client meetings, issues & decisions
  • Ensure all licensing and appointment information required to obtain commissions is completed with carrier
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned

Knowledge, Skills and Abilities

  • High School Diploma or GED
  • 8+ years in group benefits with at least 3+ years in an Account Executive or similar level role
  • Licensed in Arizona Health, Life and Disability
  • Ability to develop and work with mathematical formulas
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Ability to conduct education and enrollment meetings (comfortable with public speaking)
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)


  • Some college or technical training in related discipline
  • Continuing education such as RHU, REBC, CEBS, or CBP
  • Experience using BenefitPoint and ImageRight

Working Environment

  • Work is performed indoors in a climate controlled office environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods
  • Frequent travel to client sites within AZ; Minimal travel possible outside of AZ
  • Some lifting of up to 50 pounds required during transportation of presentation and client materials

Note: This job is not eligible for remote working from Colorado


About Lovitt & Touché

As one of the largest insurance agencies in the United States, with nearly 200 employees in three offices and over $400 million in total premiums – Lovitt & Touché has the experienced personnel and financial strength to solve your insurance problems all over the world. 

Our commitment is to satisfy our clients’ needs and expectations through the development of quality programs, underwritten by sound companies and delivered by exceptional employees. We promise to work at building a long term partnership with you …a partnership based on the fact that we will always do what’s best for you regardless of its impact upon our fees. In addition, we will continue to search for better ways to serve you and to solve your insurance related problems. This includes examining the factors which make your risks unique while helping you with workplace safety, loss control and risk management. Finally, we will always be available to assist in adjustment or settlement of claims. 

Lovitt & Touché is honored to have been selected by the Phoenix Business Journal as one of the “Best Places to Work in the Valley” since 2013, one of the “The Valley’s Healthiest Employers” since 2012 and “Top Minority Owned Firm” since 2012. We are proud to have been recognized as a CareerBuilder Top Company to Work for in Arizona since 2013, hold the Copper Cactus Lifetime Award for Community Service since 2011 and were the first company to be awarded the Gold seal by Healthy Arizona Worksites in 2014. Lovitt & Touché has also been featured in the Ranking Arizona publications as a Top Insurance Broker and Best Places to Work.