Client Executive - Benefits - Coyote Technical & Executive Sourcing

CLIENT EXECUTIVE - BENEFITS

Summary

Field responsibilities including independently performing high level services on large accounts with minimal involvement or intervention of a producer. Identifies client needs and recommends solutions, designs and executes a customized service plan, and reports to each client annually through a stewardship process. Typically has at least 10 years experience or equivalent combination of background, education, skills.

Essential Duties and Responsibilities:

• Responsible for developing and executing a plan to drive down cost, workload, and risk for selected clients.
• Establish relationships with assigned clients and assume the primary responsibility for client service and retention.
• Provide leadership to the service team. Conduct regular service team meetings to ensure timely completion of scheduled services.
• Develop and manage agency relationships with carriers, marketing representatives, underwriters and other service providers.
• Work closely with home office, departmental personnel and fellow client managers on workflows and new products, processes and services.
• Handle advanced client, producer, and insurer service requests while maintaining a concern for timeliness and completeness when interacting with customers, agency, and carrier personnel.
• Coordinate meetings and training with client’s employees; group and individual basis to include online site training.
• Coordinate, train and assist clients Human Resource/Benefit Administrators as necessary which includes using carrier websites and train their staff and employees.
• Conduct periodic coverage and service reviews with clients.
• Know and follow procedures and HBS Checklists.
• Assist with escalated claim resolution.
• Provide input for annual performance appraisals on team associates.
• Handle all aspects of new business and renewals including completing master applications, employee applications and all other necessary submission materials obtained from client. Responsible to ensure case is successfully installed &/or policy changes processed correctly with carrier.
• Gather all employee benefit info and build HRc sites; update and revise site as necessary, provide onsite training to clients.
• Inform, educate and make recommendations to clients about policy coverage’s, plan changes, exclusions and general insurance coverage needs.
• Attend monthly division meetings as fitting and offered for producers and account executives.
• Responsible for knowing carrier products and underwriting requirements.
• Perform other duties as requested including exercising discretion and judgment prioritizing workload.
• Collect data used for the team employee reviews and assist in completion of reviews. Responsible for reporting all team employee reviews to management.

Knowledge, Skills and Abilities

• A college degree is desirable or equivalent combination of education and experience.
• Life and Health License and meeting continuing education requirements.
• Minimum of ten years benefit experience and a working knowledge and understanding of insurance coverage’s and carrier products.
• Understanding and skilled at all basic computer and technology tools.
• Demonstrated presentation skills for effective communication both verbal and written with the ability to influence others.
• Must be willing to travel locally as required.
• Extremely Organized
• Sense of urgency and works well under pressure
• Analytical – technically oriented
• Strong attention to detail and follow-through
• Self-confident
• Ability to communicate with individuals

No visa sponsorship (H1-B, etc.) available at this time, sorry.