Client Executive – Advisory Market

Client Executive – Advisory Market

Requirements

• BA or BS degree preferred or equivalent work experience
• Minimum of 5 years of group insurance experience servicing accounts and/or account management
• Strong customer service acumen
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client
• Ability to leverage all sales enablement technology, training and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce
• Ability to operate in both an in-person and virtual environment and effectively build rapport in-person and virtually with customer and brokers/consultants
• Ability to adapt to changes in a fast paced and dynamic environment
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes
• Consultative selling skills and the ability to influence and persuade
• Strong communication, presentation, consultative selling, and relationship building skills
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation
• Ability to collaborate across internal teams including collaborative selling
• Strategic and critical thinking and basic math skills
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base
• Ability to exercise sound judgment and deal with conflict
• Ability to exude confidence and demonstrate optimism and positive attitude
• Advanced organizational and time management skills
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements

Responsibilities

• Assume overall responsibility for managing sophisticated Plan Holder/client accounts with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved
• Lead the renewal process for assigned clients, including gathering necessary data, preparing proposals, and negotiating terms and pricing
• Service the account and build strong relationships with clients and brokers/consultants
• Work closely with the respective sales office to gain their buy-in for the account management strategy and position
• Strategically managing the lifecycle of a client to drive the right solutions to their benefit needs
• Leads and directs client strategy meetings, and the strategic planning process
• Balance the needs of the client with those of the business
• Achieve yearly financial growth goals by identifying revenue optimization and block expansion opportunities

Preferred Qualifications

• BA or BS degree preferred or equivalent work experience