National Client Executive

Role Overview

• Accountable for all aspects of the customer experience with assigned national clients
• Managing and owning the overall client relationship
• Delivering on promises and leveraging service capabilities to exceed expectations and problem solve for custom client needs
• Reviewing financial metrics, retention and growth of the assigned block
• Serving as a subject matter expert to clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA
• Driving client renewal strategy for premier client base, with input from sales and/or practice leaders.
• Providing comprehensive service and directly assisting in profitably growing the company’s top consulting base.
• Leading finalist meetings typically with large teams and navigating complex solution discussions
• Proactively identifying and executing cross sell opportunities (additional lines of business)
• Managing merger and divesture activities with clients to ensure smooth transitions
• Managing and negotiating complex performance guarantees
• Driving client conversations around potential downstream effects of certain changes to plan
• Achieving or exceeding assigned metrics (such as service, client persistency, implementations and customer satisfaction)
• Developing an effective, efficient strategy and workflow for growing the existing book of business of the company’s top clients
• Developing and managing annual client strategies to ensure persistency and profitable growth
• Interpreting and delivering client data in relationship to benchmark data
• Providing suggested strategies for the client’s future based on client data and industry trends
• Working closely with the Regional Sales Office, Implementation Manager, and internal support resources to develop an effective and efficient strategy and workflow for new and existing business
• Proven ability to manage high level relationships with client and broker decision-makers
• Achieving or exceeding assigned metrics for client persistency, new customer/product implementations, and customer satisfaction
• Working effectively with all functional departments to implement new business and prepare for renewal situations
• Performing deep analysis of raw data to identify trends and create solutions
• Developing ad-hoc and customized reporting for top brokers and clients
• Providing support to clients for system (HRIS, payroll, vendor) changes

Requirements

• Bachelor’s Degree (BS/BA) – Business or related
• 5+ years of group insurance experience servicing clients/ client management
• Group Life and Health License(s) required
• Knowledge of MS Office applications required including Outlook, Word, Excel, and PowerPoint
• Self-motivated with the ability and manage own work.
• Consistently champions company and department vision and goals; drives client adherence to initiatives.
• Excellent presentation and written/verbal communication skills.
• Proven ability to multi-task, manage tight deadlines
• Demonstrates -strong analytical and problem solving skills.
• High level of customer service orientation.
• Ability to manage responsibilities with limited supervision, work autonomously
• Ability to prioritize daily responsibilities by readily discerning the urgent needs, escalates as needed.
• Experience in negotiating complex contracts and agreements.
• Highly Adaptable with an ability to learn and grow in an ever changing environment
• At least 3 years of group insurance experience, absence management, disability, leave and life insurance.
• As well as experience in client management, sales or underwriting

Benefits

• An annual performance bonus for all team members
• Generous 401(k) company match that is immediately vested
• A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
• For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
• Multiple options for dental and vision coverage
• Company provided Life & Disability Insurance to ensure financial protection when you need it most
• Family friendly benefits including Paid Parental Leave & Adoption Assistance
• Hybrid work arrangements for eligible roles
• Tuition Reimbursement and Continuing Professional Education
• Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
• Volunteer days, community partnerships, and Employee Assistance Program
• Ability to connect with colleagues around the country through our Employee Resource Group program