Senior Client Executive (Employee Benefits)

Senior Client Executive- Employee benefits

Summary

Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and partners with the service team.

Essential Duties And Responsibilities

· Manages all client required services and maintains client relationship with minimal input from Producers

· Manages large book of business through direction of employees on service team

· Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities

· Acts as direct point of contact for client from time of lead

· Acts as the lead representative to an assigned book-of-business

· Participates in team selling process including finalist interviews and RFP responses

· Prepares and presents to client renewal analysis

· Sells renewal business to existing clients and where applicable, sells additional lines of coverage

· Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals

· Provides analysis and recommendations concerning client's existing coverages

· Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations

· Receives and responds to client inquiries including benefit and claim questions and issues

· Reviews client coverage contracts and amendments for accuracy

· Manages and negotiates third party vendor relationships and contracts on behalf of the client

· Manages dedicated service team

· Serves as technical expert, assisting department members to resolve complex issues

· Provides mentoring and coaching to departmental staff

· Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

· Other duties as assigned

Qualifications

EDUCATION / EXPERIENCE

· Bachelor’s degree or equivalent combination of education and experience

· Eight (8) or more years’ related work experience

· Valid insurance license

· Must continue to meet Continuing Education requirements for license renewal

Skills

· Proficient in Microsoft Office Suite

· Excellent verbal and written communication skills

· Good problem solving and time management skills

· Ability to work within a team and to foster teamwork

· Good planning, organizational and prioritization skills

Expected Salary Range: $90K-$147K

Job Type: Full-time

Pay: $90,000.00 - $147,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Travel requirement:

• Up to 25% travel

Work Location: Hybrid remote in Anaheim, CA 92808