Senior Client Executive, Employee Benefits

Job Summary: The Senior Client Executive is responsible for setting client strategy, supporting clients' day-to-day needs, and managing overall client service for multiple clients varying in complexity. A Senior Client Executive is expected to manage projects to exceed client expectations in alignment with agreed-upon timelines. 

• Provide consistent excellent client service for a book of business representing clients of various size and scope
• Research and provide answers for client policy and coverage questions
• Resolve client, carrier and/or vendor related day-to-day service issues, including eligibility, billing and claim issues
• Assist with client concerns pertaining to HCR, Compliance, Consumerism, Communications, and HR Consulting, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary
• Initiate relationships with and communicate with client decision makers and support staff
• Maintain open and clear communication with Producers and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates   
• Manage the Renewal/Marketing Process including but not limited to:
  • Gather vendor information and/or information from clients for marketing purposes
  • Organize data into appropriate format for submission
  • Prepare RFP and send to carriers (including loss data, contracts and supporting documents)
  • Analyze quotes for accuracy
  • Work strategically with the Producer to determine appropriate vendor options (most competitive pricing and products) 
  • Prepare proposal data into format for presentation to clients
  • Coordinate implementation of new plans and or continuation of benefit plans and contract changes
• Develop and cultivate strong carrier relationships to enhance Cobbs Allen’s position in the market
• Process coverage amendment requests following up as needed
• Participate in client and vendor meetings – including, but not limited to, renewal meetings and stewardships reports meetings
• Maintain accurate client files in agency database
• Maintain a current understanding of industry information and new product information as required to service clients

• High School diploma is required; Bachelor’s degree preferred.
• Five to seven years of experience with an in-depth understanding of insurance.
• Must have appropriate state insurance license
• Strong communication skills, both verbal and written required
• Ability to think strategically displaying analytical skills
• Strong Microsoft Word, Excel and PowerPoint skills
• Organizational and time management skills to prioritize workload and to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
• Attention to detail with ability to self-check work for accuracy

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