Client Executive, Employee Benefits - Insurance Advisory Solutions Northeast

Position Overview

• Location Type: Not Specified
• Employment Type: Full Time
• Salary: Not Specified
• Brief Description: The Client Executive is responsible for assisting in the design, development, implementation, administration, and communication of large client benefit plans. This role involves analyzing claims data, ensuring compliance with regulations (ACA, ERISA, FMLA, COBRA), and cultivating relationships with insurance company partners. The position requires a strong understanding of insurance and benefits, as well as excellent organizational and communication skills.

Requirements

• Education: Bachelor’s degree in Human Resource Management, Accounting, Finance, Business, or related concentration, preferred.
• Licenses: Obtain and maintain state insurance license(s), as required by the State Department of Insurance.
• Certifications: Certified Employee Benefits Specialist (CEBS), SPHR, or PHR is preferred.
• Experience: Minimum of seven (7) years of insurance and/or benefits related experience, including leading an account management team.

Responsibilities

• Policy Management: Manages all policy activity and stewardship aspects in assigned book of business.
• Data Analysis: Analyzes and reports on relevant claims data for larger accounts, identifying trends and comparing client data to industry benchmarks.
• Regulatory Compliance: Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of the ACA and future government changes.
• Legal Compliance: Maintains current knowledge of government regulations and ensures legal compliance with FMLA, COBRA, ACA, ERISA, and other applicable laws. Fulfills reporting and compliance requirements.
• Client Relations: Promotes a culture of vigilance, accountability, collaboration, strong ethical standards, and high client satisfaction.
• Account Management: Manages large accounts without assistance from leadership and/or an Advisor.
• Insurance Solicitation: Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
• Partnership Management: Cultivates strong relationships with insurance company partners.
• Process Improvement: Looks for opportunities to improve the firm, Business Segment, and processes. Brings issues and discrepancies to the attention of appropriate leadership.
• Special Projects: Completes special projects as assigned.

Application Instructions

• Contact RogersGray for application details.