Client Executive Human Capital (Remote)

The Client Executive (CE) is accountable for client satisfaction and enhancing the client experience. The CE is responsible for managing and implementing account renewal activities. The Client Executive is the dedicated point of contact for clients and works collaboratively with the Benefits Team to provide excellent customer service for the client.

Objectives And Essential Job Duties

• Retain and manage assigned accounts.
• Develop and maintain strong relationships/partnerships with clients through delivery of exceptional service.
• Manages the client transition from due diligence.
• Manages the implementation process to assure timelines are met.
• Lead/Assist with Open Enrollment materials and presentations.
• Manages the day-to-day service for clients including customer claims, billing, eligibility and service issues as the escalation point for resolution of non-routine issues.
• Sets expectations for issue resolution and monitors progress.
• Provide clients with access to the value-added tools and portal training when necessary.
• Responsible for setting up and managing monthly/quarterly touch base calls with the client.
• Communicates client’s needs, issues, risks and opportunities to Senior Consultant.
• Collaborates with team on matters that promote efficiency and process improvement.
• Solid knowledge of group insurance, products, contracts and services.
• Thorough knowledge of financing methodologies and strategies (fully insured and self-funding).
• Stay informed on market trends and new product information.
• Other duties as assigned.

Key Competencies

• Leadership: Thinks as a long-term owner and championing ideas in the face of challenge. Provides direction, motivation, mentoring and counsel for your clients and the Employee Benefits Team.
• Strategic Thinker: Introduce new ideas and processes which improve the client’s ability to reach their objectives. Provide innovative solutions to improve department effectiveness and increase revenues.
• Manages Oneself: Realistically appraises own performance and focuses on constant, measurable improvement; pursues continuous learning and self-development.
• Relationship Builder: Demonstrates interpersonal initiative and builds rapport; relates well to people; works hard to preserve relationships.
• Trust Builder: Establish strong relationships with clients through listening and providing on-going value-added service. Understand client objectives and partner with them on the achievement of those objectives. Follow through on commitments.
• Implementation/Execution Facilitator: Plan, organize and manage multiple priorities and/or projects by using appropriate methodologies and tools.
• Problem Solver: Solves problems in order to bring credible solutions to clients.

EDUCATION And/or EXPERIENCE

• Bachelor’s degree required or 10 years of related work experience
• Excellent communication and presentation skills
• Excellent customer service skills
• Ability to build and maintain collaborative working relationships at all levels
• Strong planning and organizational skills
• Excellent multi-tasking skills
• Proven strong analytical skills
• Ability to work independently
• Comprehensive Word, Excel and Power Point Skills
• Must have a Life and Health License from your state of Residence
• Ability to travel up to 30% of the time.