Client Executive, Employee Benefits

Unison Risk Advisors•Phoenix, AZ

About The Position

JOIN THE GIBSON TEAM AND FIND YOUR EDGE! As a majority employee-owned organization, our incredible team is committed to providing exceptional service, incorporating best practices, and providing access to tools and resources that keep our colleagues and employees educated, informed, and on a path that helps them find and own their edge. Our Core Values are lived in our business and our culture is fueled by them. Create a Great Experience Do the Right Thing Play for Each Other Pursue Growth Own Your Future As a direct member of the sales and advisory team, the Client Executive (CE) works closely with the assigned Production Team and Service Team to ensure retention and on-going client satisfaction by managing the overall relationship with the client. The CE will lead client relationships independently from the originating sales executive. This role is responsible for coordinating the overall delivery of services and retaining client relationships. In this role, you will contribute to the team by: Participating with the Sales and Service Teams in the development and maintenance of Employee Benefits clients and prospects. To include but not limited to, renewals, new business meetings, presentations, and client meetings Maintaining the account in conjunction with the Client Manager through designing, underwriting, pricing, marketing, and selecting the insurance program of existing accounts Analyzing risk, coverage, and program structure and recommending options; executing coverage and program changes Offering innovative solutions, educating clients on insurance and risk management solutions available in the marketplace and resolving difficult risk issues Working closely with the team to learn detailed information about current clients and prospects. Developing a positive relationship with clients and maintaining regular and consistent contact in order to provide strong team representation Presenting financial data analysis for clients. Oversees dashboard development and financial projections/monitoring reports ensuring accuracy and compliance with service plan Presenting on-site employee level presentations of benefits materials Developing & maintaining positive relationship with carrier sales and service representatives Identifying problems, summarizing and developing strategic solutions with the Client Manager Independently managing specific clients, ensuring retention and overall client satisfaction Keeping current with suppliers, products and applicable legislation Informing team of major developments, issues, renewals results, etc. as required Attending team and producer meetings, submits monthly expense report as required Performing other duties and special projects as assigned and serves as a backup to team personnel when necessary Maintaining confidential information

Requirements

Current Life & Health license
3-5 years of insurance sales, consulting and/or client executive experience
Excellent computer skills, specifically with Microsoft Office products

Nice To Haves

Bachelor’s degree, CEBS designation (or other applicable insurance designation)
Have prior Account/Client Executive experience in an agency, broker, or insurance company setting
Have demonstrated technical consulting experience with a track record of high client retention marks
Enjoy presenting to and building relationships with clients
Find energy and have the ability to work independently as well as within an advisory team
Are proficient in gathering data and excel in problem-solving
Have working knowledge of both fully insured and self-funded health plans
Are committed to professional growth and enjoy learning new skills
Have exceptional written and verbal communication skills paired with above average knowledge of Microsoft Outlook, Word, and Excel
Enjoy the challenge in negotiations; can win concessions and keep relationships intact
Are flexible and have ability to effectively manage processes efficiently

Responsibilities

Participating with the Sales and Service Teams in the development and maintenance of Employee Benefits clients and prospects. To include but not limited to, renewals, new business meetings, presentations, and client meetings
Maintaining the account in conjunction with the Client Manager through designing, underwriting, pricing, marketing, and selecting the insurance program of existing accounts
Analyzing risk, coverage, and program structure and recommending options; executing coverage and program changes
Offering innovative solutions, educating clients on insurance and risk management solutions available in the marketplace and resolving difficult risk issues
Working closely with the team to learn detailed information about current clients and prospects.
Developing a positive relationship with clients and maintaining regular and consistent contact in order to provide strong team representation
Presenting financial data analysis for clients.
Oversees dashboard development and financial projections/monitoring reports ensuring accuracy and compliance with service plan
Presenting on-site employee level presentations of benefits materials
Developing & maintaining positive relationship with carrier sales and service representatives
Identifying problems, summarizing and developing strategic solutions with the Client Manager
Independently managing specific clients, ensuring retention and overall client satisfaction
Keeping current with suppliers, products and applicable legislation
Informing team of major developments, issues, renewals results, etc. as required
Attending team and producer meetings, submits monthly expense report as required
Performing other duties and special projects as assigned and serves as a backup to team personnel when necessary
Maintaining confidential information