Position Overview
The Client Executive position 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
Required:
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)
Preferred:
Some college or technical training in related discipline
Continuing education such as RHU, REBC, CEBS, or CBP
Experience using BenefitPoint
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