Client Executive, Employee Benefits

WA Life and Health License. 3+ years’ experience in the employee benefits industry. Proficient in Microsoft Office programs. May require routine or periodic travel, including driving own or rental vehicle. Acceptable Motor Vehicle Record report and maintenance of minimum acceptable insurance coverages if travel is required.

Complete and present strategic business plans to clients. Ensure all service commitments are met. Oversee the production, delivery, and accuracy of contracts and benefit summaries. Communicate plan benefits to employees and/or administrators. Evaluate bid results and make recommendations for clients. Review renewal actions and negotiate with carriers. Resolve client billing, claims, and eligibility issues. Coordinate client open enrollment. Manage new case installation. Coordinate training sessions with carriers and vendors. Work with the underwriting team on marketing analysis and client presentations. Document all client activity in the corporate database.