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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