This job was posted by : For more information, please see: Position OverviewThe Client Executive position is responsible for assisting Sales Executives in securing new business, managing the strategic client relationship and overseeing all aspects of client service, renewal activities and administration of products for the clients assigned to them.Principal Duties and ResponsibilitiesResponsible for strategic management of Benefits accounts by developing solid partnerships with clients\' senior decision-makers, HR managers and other support staffStrategize with Sales Executives to present capabilities and secure new businessGrow block of business with new clients and new lines of coverage, including cross-selling across the agency\'s service offeringsOffer creative, strategic, proactive and technically correct advice to clientsDevelop extensive knowledge of carriers & products offered; recommend new products and services to clients; advise on ongoing design and compliance issues; recommend modifications to plan design that support the client\'s business and financial objectivesActively negotiate with insurance carrier representatives and underwriters to develop innovative, practical solutionsManage and review vendor selection with clients to ensure vendors are a good fit for the client with regard to pricing, financial strength, product and service offerings, along with recommending changes where appropriateMonitor legislative & regulatory changes and advise internal and external clients of requirements for compliance; advise client and, when appropriate, assist to insure that plan documents, policies, government filings and other applicable documents are complete, accurate and delivered timelyProvide subject matter expertise and leadership to the internal service delivery teamMentor, develop & educate others internally and also externally through industry and community involvementResolve escalated service issuesMaintain electronic client files including ongoing documentation of client meetings, issues & decisionsEnsure all licensing and appointment information required to obtain commissions is completed with carrierPlan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are metConduct all business in accordance with established policies and proceduresAttend onsite and offsite client meetings as necessaryOther duties as assignedKnowledge, Skills and AbilitiesRequired:High School Diploma or GED8+ years in group benefits with at least 3+ years in an Client Executive or similar level roleLicensed in Arizona Health, Life and DisabilityAbility to develop and work with mathematical formulasAbility to effectively communicate, both written and verbally, with internal and external partiesAbility to conduct education and enrollment meetings (comfortable with public speaking)Excellent time management, organizational and multi-tasking skills with high attention to detailAbility to build and maintain effective relationships with clients, carriers and peersAbility to work independently and in cross-functional teamsProficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)Preferred:Some college or technical training in related disciplineContinuing education such as RHU, REBC, CEBS, or CBPExperience using BenefitPoint#MMAwest