Sr Client Executive - Employee Benefits

Primary Responsibilities:

• Assist in creating strategies for clients as it pertains to their employee benefits program including Benefits, Compliance, HR Policies, Employee Communication and Engagement, and Payroll and Benefits Administration
• Co-manage the entire client service experience and creating relationships with different members of our clients’ teams
• Troubleshoot day-to-day client and vendor related service items
• Provides prompt, accurate, and courteous service to customers, producers, and company personnel
• Assists (when needed) with Marketing new business for both new and existing accounts and summarize the analysis of proposals to help define any plan changes
• Coordinates renewals or changes with carriers for current accounts
• Reviews Policies for accuracy and completeness
• Improves insurance skills and knowledge by seeking out educational opportunities

Education/Experience

• Needs to have extensive knowledge and understanding of health insurance strategies including: Alternative funding methods (including level funding and self-funding), stop-loss marketing, Rx Programs and Rx Carve-Outs, Reference Based Pricing, Direct Contracts, etc.
• Bachelor’s degree in finance, business, marketing, risk management, or human resources management strongly preferred
• Self-motivated individual who is willing to do what it takes to get the job done
• Minimum 10-12 years industry experience strongly preferred
• Excellent communication skills
• Strong organizational skills and process-oriented
• Ability to multi-task and prioritize client needs
• EPIC agency management system experience strongly preferred