Employee Benefits Client Executive - Overland Park, KS

GeneralSummary Description The Client Executive maintains relationships with client decision-maker(s) and has overall responsibility for assigned accounts by managing a book of business. The Client Executive assists with coverage analysis, marketing, consulting, and other various service activities, including adding new lines of coverage and negotiating renewals with clients or accounts.

Duties /Responsibilities

  • Investigates and answers client inquiries regarding benefits coverage
  • Gathers information from clients to use in underwriting efforts
  • Markets employee benefit insurance coverage with various carriers to obtain the best option for the client
  • Negotiates coverage and service that matches client needs
  • Analyzes options for employee benefit coverage
  • Advises clients of their benefit plan options and rates to collaboratively develop client strategy for coverage
  • Develops benefit communications and presents benefit plans to clients' employees during open enrollment
  • Discusses benefit options with clients' new employees and processes their enrollment with carriers
  • Resolves issues with carriers regarding claims of clients' employees, billing, eligibility, etc...
  • Informs and educates clients on legislative updates and compliance issues
  • Reports plan utilization information to client periodically
  • Develops marketing strategy for each renewal
  • Supports Producer in development of long term strategy with clients and new business opportunities
  • Meets with prospective clients to promote the Agency's capabilities
  • Prepares or reviews initial copy of client proposal that clearly outlines advantages of the MMA proposal
  • Maintains professional development through trade press, training sessions and continuing education programs
  • Strong financial background is preferred and encouraged - ability to prepare monthly financial reports, renewal calculations, plan design decrements/values, contribution strategies, funding/rate developments, etc.
  • Performs other duties as assigned

Bachelor's Degree in Business,Insurance or Communications or equivalent combination of educationand experience with 5-8 years insurance experience required. 8-12 years' experience preferred.

Work Environment:

Life and HealthLicense required
  • Driver's License and properinsurance required
  • CEBS designation preferred
  • Strong Technical knowledge of benefits insurance coverage
  • Strong knowledge of Microsoft Word, Excel & Outlook
  • Good typing skills: 40-45 wpm
  • Working knowledge of BenefitPoint / ImageRight
  • Ability to use other general office equipment
  • Excellent customer service and phone etiquette
  • Ability to work well in a team environment
  • Exceptional attention to detail
  • Excellentoral and written communication skills
  • Strong time management, delegation and organizational skills
  • Strong presentation skills
  • Typical office environment
  • Local travel required
  • Minimal overnight travel

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