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Client Executive – Group Benefits
Location
Ohio
Posted
75 days ago
Salary
$750K - $2,000K / year
Seniority
Senior
Job Description
Client Executive – Group Benefits
Unison Risk Advisors
• Responsible to retain the existing business and grow the assigned group of accounts. • Serves as the key relationship contact by account at all leaderships levels for the assigned book of business. • Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development. • Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business. • Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals. • Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines. • Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided. • Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services.
Job Requirements
- A college degree is an advantage but not a requirement
- Life, Health & Accident License required
- At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
- Strong sales aptitude and personal characteristics required.
- Strong tactical skillset
- General understanding of technical concepts – self-funding, different carriers solutions, etc.
- Strong relationship skills
- Ability to execute
- Self-starter - Ability to work independently with little oversight
- Intuitiveness – knowing when to loop in Client Executive and leadership for escalated issues
- Ability to oversee CSA’s and provide general tactical oversight
- Project management skills – ability to work with internal and external partners to deliver results timely.
Benefits
- Health insurance
- Retirement plans
- Professional development
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