Client Executive

Client Executive

Requirements

• High School Diploma or GED
• 8+ years in group benefits with at least 3+ years in an Client 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)

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

Preferred Qualifications

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