Top Benefits Executive jobs in Jackson, MS

Description

 As a key member of the production and advisory team, the Client Executive works closely with the assigned Production Team and Service Team to ensure retention and on-going client satisfaction by managing the overall relationship with the client. The Client Executive will develop additional C Suite relationships independently from the originating producer. This role is responsible for the overall delivery of services, retaining client relationships, and supporting new sales opportunities.

Major Duties and Responsibilities:

• Build and maintain relationships with client C Suite executives and key contacts.
• Work with Producer(s) and Client Managers, coordinate the renewal process for existing Employee Benefit accounts, including: marketing (as needed to assist Client Managers and Marketing Department), selling and implementation of Resources, and coordination of renewal, stewardship and new business meetings with insureds.
• Work with Producer(s) in the evaluation of applicable resources, claims experience and product/service needs for their clients and prospects.
• Initiate contact with client C Suite executives and key contacts periodically to ensure a high-level of client satisfaction.
• Closely work with Marketing Department and Client Managers to negotiate with carriers to secure broad coverage and competitive pricing and terms for existing clients.
• Coordinate the preparation of effective proposals for Producer to use for renewal/new business. Accompany Producer when making proposals and make proposals without Producer when needed/appropriate.
• Assist Marketing Department and Client Managers with maintaining thorough documentation through the use and maintenance of marketing files, good transactional filing notes and telephone logs.
• Present financial data analysis to clients. Oversees dashboard development and financial projections/monitoring of reports that ensure accuracy and compliance with service plan.
• Inform team(s) of major developments, issues, renewal results, etc. as required.
• Coordinate the delivery of agency value-added resources (e.g. Zywave, ThinkHR, etc.) as needed for prospects and clients.
• Ensure clients are within compliance (e.g. FMLA, COBRA, HIPAA, ERISA, SPDs, Form 5500s) through regular contact and guidance.
• Coordinate the Employee Benefits enrollment experience as needed.
• Inform and assist clients with analysis and implementation of Benefits Administration systems.
• Perform other duties, both major and minor, which are assigned.

Requirements

• 4-year college degree or 5-7 years Employee Benefits insurance work experience.
• CEBS designation preferred; GBA or equivalent designation(s) required.
• Working knowledge of both fully insured and self-funded health plans.
• Prior sales and/or marketing experience in the insurance industry is preferred.
• Strong knowledge of Employee Benefits products, services, and technology.
• Strong understanding of Benefit Administration systems and command of value-added resources subscribed to by Ross & Yerger.
• Excellent interpersonal skills, customer focus and the ability to work as part of a team with Producer(s), management, and Client Managers.
• Good analytical skills for evaluating claims experience and trends.
• Proficiency in gathering data and applying skillful problem-solving.
• Strong ability to cross-sell other EB product lines, communicate with carrier marketing departments and underwriters, and develop action plans for new business and renewal efforts.
• Good computer skills (PowerPoint, BenefitPoint, Word, and Excel software experience preferred).
• Comprehensive knowledge and training on the requirements of health care reform and ability to effectively communicate this information to clients.
• The ability to communicate clearly and effectively via phone, in person and in writing.
• Possess and utilize strong leadership skills.
• Enjoy presenting to and building relationships with clients.
• Ability to travel up to 20%, including some overnight.