Client Executive

1 week ago

Austin, Texas, United States CCIG Full time
Job Title: Client Executive

The Client Executive at CCIG is responsible for developing and maintaining strong client relationships, managing a diverse portfolio, and ensuring high levels of client satisfaction.

Key Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their needs and ensuring high levels of satisfaction.
  • Manage a complex and diverse portfolio of clients focusing on self-funding methods, advanced point solutions, and customized benefit structures.
  • Apply high-level technical expertise to ensure optimal benefit design, develop long-term strategic initiatives and ensure client satisfaction.
  • Provide expert advice on employee benefits programs, including health insurance, retirement plans, wellness initiatives, and more.
  • Design customized benefit packages tailored to each client's organizational goals and employee demographics.
  • Act as the primary point of contact for client inquiries, concerns, and strategic discussions related to employee benefits.
  • Identify and pursue opportunities to expand the company's client base by prospecting and networking within the industry.
  • Collaborate with sales teams to create proposals, presentations, and pitches that effectively communicate the value of our services.
  • Provide strategic advice and recommendations to Client Executive on benefit plan design, compliance, and cost management.
  • Collaborate with Client Executive and clients to develop long-term strategies that align with their business objectives and employee needs.
  • Stay informed about legislative changes and compliance requirements related to employee benefits, guiding clients to ensure adherence.
  • Assist clients with audits, reporting, and legal inquiries related to benefit plans.
  • Analyze cost trends, utilization data, and financial impacts of benefit programs, providing insights to clients for decision-making.
  • Prepare regular reports and presentations summarizing key metrics and outcomes of benefit plans.
Qualifications:
  • High school diploma or equivalent required. Bachelor's degree preferred.
  • Must hold state Life & Disability insurance.
  • Proactive participation in continuing education classes.
  • 5+ years of experience in Employee Benefits Account Management.
  • 2+ years of similar or related employee benefits experience preferred.
Work Environment:

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, and multi-function printers.

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