Client Executive, Employee Benefits

• Lead the tactical and operational design, development, implementation, administration, and communication of assigned large client benefit plans
• Manage policy activity and stewardship for the assigned book of business
• Analyze and report claims data, identify trends, and compare client data with industry benchmarks
• Ensure client benefits compliance and advise clients on ACA and future government changes
• Maintain knowledge of government regulations and ensure compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws
• Fulfill reporting and compliance requirements
• Manage large accounts independently
• Review accounts for additional insurance lines and renewal changes
• Cultivate relationships with insurance company partners
• Manage changing priorities and complete special projects
• Identify process improvement opportunities and escalates issues and discrepancies to leadership

• Obtain and maintain state insurance license(s), or be willing and able to obtain required licenses within the first 90 days
• Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or related concentration is preferred
• CEBS, SPHR, or PHR certification is preferred
• Minimum five years of insurance and/or benefits-related experience, including leading an account management team
• Intermediate to advanced knowledge of Microsoft PowerPoint, Publisher, Outlook, Excel, and Word
• Ability to learn insurance company and firm software systems
• Strong communication, presentation, and interpersonal skills
• Ability to produce clear and effective communication for audiences
• Ability to work effectively in a collaborative team environment
• Strong organizational skills and attention to detail
• Ability to manage multiple priorities in a fast-paced environment
• Demonstrated alignment with the firm’s core values and culture
• Willingness to travel as required

Demonstrates expertise in managing large client benefit plans, ensuring compliance with regulations such as ACA, FMLA, and ERISA, while effectively analyzing claims data and cultivating relationships with insurance partners.

• Insurance License Management
• Client Benefits Compliance
• Claims Data Analysis
• Account Management Leadership
• Process Improvement Identification

• Claims Data Analysis
• Client Benefits Compliance
• Policy Activity Management
• Reporting and Compliance Fulfillment
• Insurance and Benefits Experience
• Microsoft Excel
• Microsoft Power Point
• Microsoft Word
• Microsoft Publisher
• Insurance Software Systems

• Strong Communication Skills
• Presentation Skills
• Interpersonal Skills
• Organizational Skills
• Attention to Detail

• CEBS
• SPHR
• PHR

• FMLA
• COBRA
• ACA
• ERISA
• Benefit Plans
• Insurance Industry
• Account Management
• Client Relationship Management
• Government Regulations
• Process Improvement