Client Executive - Employee Benefits

The Plexus Groupe•Ela Township, IL

1d•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 Deer Park, IL headquarters office. However, we will also consider candidates for our downtown Chicago, IL office. If you enjoy strategizing with clients on best-in-class solutions, want to be part of a company growing faster than ever, prefer a balance of working with data and people, thrive in a fast-paced environment with deadlines, and have strong attention to details and follow through, this role is for you. The Client Executive directs a staff of professionals in support of the designated team's business objectives and client management principles such that revenue and profit expectations are achieved, and is responsible for personally managing a dedicated book of business.

Requirements

BA/BS degree or equivalent experience
7+ years of client management experience, with 10+ years of general Employee Benefits experience
Proven professional history of success at managing a senior level client relationships and producing new and expanded business
Proven understanding of fundamental benefit laws, regulations and compliance standards
Ability to travel up to 25% of the time
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

Responsibilities

Employ qualified and capable professionals able to satisfy service expectations, compliance, and reporting requirements and provide strategic, operational, and tactical support to dedicated clients. Ensure performance and development plans are in affect for all staff and meet regularly with each to ensure established professional management and development tenets are maintained across the Client management team.
Ensure the requisite focus and attention is given to growing revenues across the Client management team, and includes, but is not limited to, supporting the acquisition of new clients, and selling additional services and/or products to existing clients.
Ensure the appropriate attention is paid to expense management and labor utilization in order to maximize profits and produce a positive return on the investment of staff’s time which is being devoted to client service and support.
Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Spend seventy-five percent of time working on and interacting with clients.
Ensure an honest, straight-forward, and open relationship exists with all clients in order to promote a strong working partnership between the client and their client team, promoting positive client satisfaction and mutual trust.
Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact our client(s).
Dedicate necessary time and energy to remain abreast of key changes across the industry (including competitive practices and regulatory or legislative changes) and work diligently to assess the impact such changes will have on our clients, our Employee Benefits practice, and The Plexus Groupe.
Lead the Client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful, and produce the expected value and results.