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Employee Benefits Client Executive

Company: Ross & Yerger Insurance, Inc.
Location: Jackson
Posted on: March 15, 2023

Job 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.Powered by JazzHR

Keywords: Ross & Yerger Insurance, Inc., Jackson , Employee Benefits Client Executive, Other , Jackson, Mississippi

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