Client Executive, Employee Benefits

The MJ Companies•Carmel, IN

About The Position

The MJ Companies are seeking a dedicated expert to provide top-tier consultation and exceptional service to our Employee Benefits clientele. The ideal candidate will oversee the overall client experience and delegate day-to-day tasks to the appropriate team members. This role involves leading the development and execution of clients' benefit plan strategies, with support from Consultants. Additionally, the Client Executive will play a critical role in developing retention strategies for existing clients and formulating acquisition strategies for new clients through collaboration with the Consultants and the team.

Requirements

Preferred minimum of 6+ years of experience with client-facing customer service with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
Demonstrated skills: project management, prioritization, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
Excellent verbal and written communication skills; professional presentation skills
Bachelor’s degree preferred
Life & Health License
Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
Familiar with the use of an Agency Management System and Document Management System (BenefitPoint experience a plus)
Strong project management background internal team leadership skills

Responsibilities

Assist in preparing and presenting at finalist and prospect meetings to secure new business.
Lead implementation meetings, onboard new clients, and communicate sold decisions to the MJ team.
Conduct local and travel-required OE meetings to ensure clients understand and can navigate their benefits.
Prepare and lead client strategy and check point meetings with minimal producer involvement, ensuring strategic alignment and client engagement.
Attend and present at client committee meetings, client strategy and check point meetings, and in-person meetings with producers.
Participate in monthly and regular client and carrier/vendor calls to maintain continuous communication and support.
Manage the overall client experience, handling escalated claims and providing strategic recommendations.
Oversee the coordination of internal value propositions, ensuring effective communication with clients and the internal team.
Send detailed follow-up emails post-meetings to internal partners and clients for clear and actionable communication.
Inform compliance team of client changes and ensure necessary reviews are performed.
Conduct final reviews of SPDs and complete decision summary forms to ensure accuracy and regulatory compliance.
Conduct final review of Benefit Guides to ensure accuracy and regulatory compliance
Attend pre-marketing meetings, handle reprices, and manage complex medical marketing processes.
Create and update cost summaries and fully insured exhibits for various benefits.
Lead negotiations for renewals and new policies across dental, disability, life, medical, stop loss, TPA admin fees, and vision.
Provide forecasts to help clients make informed decisions.
Manage the OE communication process between clients and the internal team.
Notify carriers of terminations, obtain necessary communication content, and ensure effective updates.
Keep thorough and accurate documentation in OneNote/Client folders and carrier correspondence folders.
Create and deliver wellness strategies, including project manage task requests from Population Health and Analytics teams.
Provide ad hoc analyses and benchmarking to offer clients relevant insights and data-driven recommendations.