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Client Relationship Executive
2 months ago
POSITION OVERVIEW
The role involves working closely with Employee Benefit Brokers and Consultants to create and implement client-focused strategies. The individual will oversee a portfolio of clients and lead a diverse service team.
KEY RESPONSIBILITIES
- Demonstrates proficiency in all aspects of Client Management;
- Serves as the primary contact for a designated client portfolio;
- Develops and presents long-term strategic plans to clients;
- Oversees financial aspects of client accounts, including renewal negotiations;
- Prepares and delivers renewal proposals or marketing strategies to Executives and Committees;
- Provides strategic guidance to clients throughout their decision-making processes;
- Ensures all client deliverables are met by the service team;
- Manages and organizes client service schedules;
- Leads the service team in executing strategic plans and marketing initiatives;
- Effectively mentors and motivates team members to enhance collaboration and performance;
- Understands the unique aspects of various sectors served by Alliant, such as Healthcare and Public Sector;
- Engages in collaborative selling efforts, including interviews and proposal responses;
- Exhibits comprehensive knowledge in areas such as Underwriting, Compliance, and various Benefit Plans;
- Acts as a subject matter expert, assisting team members with complex challenges;
- Selects insurance carriers for proposals and negotiates terms and premiums;
- Manages fee collection and resolves outstanding balances promptly;
- Adheres to data management standards and maintains accurate records;
- Performs additional tasks as required.
EDUCATION AND EXPERIENCE
A Bachelor's degree or an equivalent combination of education and experience.
A minimum of eight (8) years of relevant work experience.
A valid insurance license is required.
Must fulfill Continuing Education requirements for license renewal.
In-depth knowledge of Employee Benefit products and administration.
SKILLS
Exceptional verbal and written communication abilities.
Strong customer service orientation.
Excellent presentation skills and capability to lead enrollment meetings.
Effective problem-solving and time management skills.
Ability to collaborate within a team environment and promote teamwork.
Strong organizational and prioritization skills.
Comprehensive understanding of self-insurance and alternative funding options.
Proficient in Microsoft Office Suite.
