Client Executive - Employee Benefits

The Plexus Groupe•Dallas, TX

2d•Onsite

About The Position

The Plexus Groupe is looking for candidates who dream big. We have an opening for a Client Executive within the Employee Benefits Practice at our Dallas, TX office. This role involves strategizing with clients on best-in-class solutions and is part of a rapidly growing company. The ideal candidate prefers a balance of working with data and people, thrives in a fast-paced environment with deadlines, and has strong attention to detail and follow-through. This position directs a staff of professionals in support of the designated team's business objectives and client management principles to achieve revenue and profit expectations. The Client Executive is responsible for personally managing a dedicated book of business.

Requirements

BA/BS degree or equivalent experience.
7+ years of client management experience.
10+ years of general Employee Benefits experience.
Proven professional history of success at managing senior-level client relationships and producing new and expanded business.
Proven understanding of fundamental benefit laws, regulations, and compliance standards.
State Life and Health license is required.
Ability to communicate with all levels of an organization, verbally and in writing.
Excellent attention to detail.
Proficient in MS Office Suite, especially Excel and PowerPoint.

Nice To Haves

Industry professional designation a plus.

Responsibilities

Associate Management and Development: Employ qualified and capable professionals, ensure performance and development plans are in effect, and meet regularly with staff to maintain professional management and development tenets.
Expanded Business Revenues: Focus on growing revenues by supporting new client acquisition and selling additional services/products to existing clients.
Profitability: Ensure appropriate attention to expense management and labor utilization to maximize profits and produce a positive return on investment.
Client Persistency: Implement proper attention, processes, and feedback mechanisms to maintain expected persistency rates. Spend seventy-five percent of time working on and interacting with clients.
Client Satisfaction: Foster an honest, straight-forward, and open relationship with clients to promote a strong working partnership, positive satisfaction, and mutual trust.
Vendor Management: Maintain business partnerships with key carriers and third-party vendors, proactively address issues, and stay current on vendor changes impacting clients.
Industry Presence, Knowledge, and Application: Dedicate time to stay abreast of industry changes (competitive practices, regulatory/legislative changes) and assess their impact on clients, the practice, and The Plexus Groupe.
Client Meetings and Presentations: Lead the client management team to ensure key interactions with clients are constructive, thoughtful, and produce expected value and results.