Client Service Executive - Employee Health & Benefits

Client Service Executive

Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers.

Essential Duties & Responsibilities

• Oversee ongoing client service activities.
• Meet with the client throughout the year to ensure a high level of service and that client expectations are being met.
• Responsible for meeting business retention goals.
• Participate in development of new business with existing clients by rounding out programs with additional and / or increased lines of coverage.
• Develop strong business relationships and client trust.
• Ensure client compliance with annual Form 5500 filing procedures as applicable.
• Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.
• Manage the renewal of existing plans.
• Coordinate coverage placement through instructions provided to Client Service Team.
• Provide direction to Client Service Team in the preparation of employee communication materials.
• Advise, inform and involve Client Sales Executive as required in marketing process.
• Prepare and present renewal outcomes to the client in a timely manner.
• Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
• Conduct employee meetings to communicate benefit options as needed.
• Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.
• Act as a leader for Client Service Team members.
• Create an environment oriented to trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.
• Provide necessary business information to enhance the team's professional development.
• Ensure deliverables satisfy client requirements, cost and schedule.
• Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team's requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Prepare quarterly production and activity reports.
• Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

Education and / or Experience

Work Environment & Physical Demands

The applicable base salary range for this role is $81,300 to $173,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.