Client Executive

Job Summary

The Client Executive on the Employee Benefits team is responsible for client satisfaction of our largest, most complex clients. The Client Executive partners with Benefits Advisors to provide a consultative and strategic approach to designing benefit programs that best fit the client’s goals. The Client Executive is expected to consistently provide excellent customer service to our clients, as well as establish effective working relationships with internal partners and carriers.

Strategic Account and Client Relationship Management:

• Organize workflow and follow established service timelines to support sales efforts effectively.
• Maintain open and clear communication channels with internal partners, clients and carriers.
• Work closely with the Account Manager and act as liaison between the Account Manager and Advisor when applicable.
• Plan an employee communication strategy with the client, working with the Account Manager in the preparation of communication materials, review and approve appropriate employee communication material to be used by the client, and deliver material to the client. Conduct employee meetings and / or webinars as needed.
• Provide analytical support to meet the data and reporting needs of the client. This includes assistance in developing routine client reports for a variety of purposes, including renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.
• Assist with creation of custom reports as needed to respond to client inquiries. This includes plan cost variances, plan change analysis, claim history, claim projections, etc. and assist with complex analysis of data when required.
• Communicate critical issues to Advisors and the Service team.

Insurance Product Knowledge:

• Stay current in the group insurance industry and working knowledge of various funding methods, state and federal legislation, insurance products, self-insurance programs, and Section 125 plans and maintains the ability to evaluate provider networks.
• Remain well-versed in self-funded insurance arrangements with the ability to apply advanced concepts.
• Develop strong knowledge of industry, markets, companies, and carrier appetites.
• Learn and understand alternative benefit opportunities to explain and offer to clients when applicable.
• Remain informed regarding UNICO resources, industry information, and new product information.
• Develop and maintain excellent carrier relationships.

Cross-Functional Collaboration:

• Organize workflow and follow established service timelines to support sales efforts effectively.
• Maintain open and clear communication channels with internal partners, clients and carriers.
• Work closely with the Account Manager and act as liaison between the Account Manager and Advisor when applicable.
• Plan an employee communication strategy with the client, working with the Account Manager in the preparation of communication materials, review and approve appropriate employee communication material to be used by the client, and deliver material to the client. Conduct employee meetings and / or webinars as needed.
• Provide analytical support to meet the data and reporting needs of the client. This includes assistance in developing routine client reports for a variety of purposes, including renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc.
• Assist with creation of custom reports as needed to respond to client inquiries. This includes plan cost variances, plan change analysis, claim history, claim projections, etc. and assist with complex analysis of data when required.
• Communicate critical issues to Advisors and the Service team.

Education | Experience

• Education:
  
  Bachelor's degree preferred.
• Experience:
  
  Minimum 5 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred. An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
• Strong knowledge of employee benefits, self-funding arrangements and…