Benefits Account Strategist
5 days ago
MMC Inc is seeking a highly skilled Client Executive to join our team. The ideal candidate will have a strong background in group benefits and excellent communication skills.
Job Summary:The Client Executive will be responsible for managing the strategic client relationship, overseeing all aspects of client service, and assisting Sales Executives in securing new business.
Key Responsibilities:- Develop and maintain solid partnerships with clients' senior decision-makers, HR managers, and other support staff.
- Strategize with Sales Executives to present capabilities and secure new business.
- Grow the block of business with new clients and new lines of coverage, including cross-selling across the agency's service offerings.
- Offer creative, strategic, proactive, and technically correct advice to clients.
- Develop extensive knowledge of carriers and products offered; recommend new products and services to clients; advise on ongoing design and compliance issues.
- Actively negotiate with insurance carrier representatives and underwriters to develop innovative, practical solutions.
- Manage and review vendor selection with clients to ensure vendors are a good fit for the client with regard to pricing, financial strength, product, and service offerings.
- Monitor legislative and regulatory changes and advise internal and external clients of requirements for compliance.
- Provide subject matter expertise and leadership to the internal service delivery team.
- Mentor, develop, and educate others internally and also externally through industry and community involvement.
- Resolve escalated service issues.
- Maintain electronic client files, including ongoing documentation of client meetings, issues, and decisions.
- Ensure all licensing and appointment information required to obtain commissions is completed with carriers.
- Plan, prioritize, and complete day-to-day workload, taking into account new business, renewal business, and day-to-day service responsibilities for the accounts assigned in a timely manner, ensuring internal/external deadlines are met.
- Conduct all business in accordance with established policies and procedures.
- Attend onsite and offsite client meetings as necessary.
- High School Diploma or GED.
- 8+ years in group benefits with at least 3+ years in a Client Executive or similar level role.
- Licensed in Arizona Health, Life, and Disability.
- Ability to develop and work with mathematical formulas.
- Ability to effectively communicate, both written and verbally, with internal and external parties.
- Ability to conduct education and enrollment meetings (comfortable with public speaking).
- Excellent time management, organizational, and multi-tasking skills with high attention to detail.
- Ability to build and maintain effective relationships with clients, carriers, and peers.
- Ability to work independently and in cross-functional teams.
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint).
- Some college or technical training in a related discipline.
- Continuing education such as RHU, REBC, CEBS, or CBP.
- Experience using BenefitPoint.
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