Client Executive, Employee Benefits, IAS - Southwest
Core
Tactical and operational leadership in the design, development, implementation, administration, and communication of large client benefit plans.
Role type
Senior IC Employee Benefits Client Executive
Builds
Large client benefit plans and risk management strategies
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
State insurance licensing, account management, claims data analysis, government regulation compliance (ACA, ERISA, FMLA, COBRA), client relationship management, strategic recommendations
Preferred skills
CEBS, SPHR, PHR certifications, HR/Finance/Business degree
Technologies
Microsoft Office Suite (PowerPoint, Publisher, Outlook, Excel, Word), firm insurance software systems
Responsibilities
Manage policy activity and stewardship for assigned book of business; Analyze and report claims data to spot trends; Ensure client compliance with benefits regulations; Manage large accounts independently; Cultivate relationships with insurance partners; Solicit additional insurance lines and manage renewals
Seniority
Senior, hands-on IC
