Miami, Florida / Hybrid
Join True Benefit, An Amwins Group Company, in search of a Client Success Executive, specializing in the health insurance industry for Miami, FL (hybrid).
At True Benefit we excel at crafting comprehensive strategies for employee benefit programs, managing over $2.3B of health care premiums for 150,000+ insured employees nationwide.
Position Overview
- This individual will manage, retain, and foster the growth of an existing block of business, gaining exposure to all aspects of the business with a specific focus on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness.
- The position requires daily ongoing contact with our client’s Human Resource Business Partners, Key Account Executives, and Client Relations Executives as well as their employer and customers.
- This is a client-facing position, working primarily on-site at multiple client locations, reporting to the VP Client Success.
- Must have a proven track record in group health insurance, employee benefits and account management.
Responsibilities
- Overall management of assigned book of business with a primary focus on retaining the “best-fit” employer-customer, identifying profitable employer-customers and growing Worksite Employee counts in support of client’s business objectives.
- Communicate, lead, and influence others to achieve desired goals and objective of annual retention plan in assigned market(s).
- Identify at risk employer-customers and formulate strategic action plans using in depth understanding of Group Health Insurance, Employee Benefits and product positioning including benefit analysis, plan design comparisons, premium contribution modeling and other tools to drive client retention.
- Using risk management techniques, work both proactively and reactively to balance multiple carrier loss ratios against client’s business and sales growth objectives by identifying high risk employer-customers and developing strategies to ensure premium adequacy and retention.
- Identify and implement continuous process improvements related to employer-customer implementation, open enrollment, and benefit service support teams.
- Assist in developing and facilitating training curriculum for key stakeholders.
- Build strong cross-functional collaborative relationships with our client’s implementation, Carrier Relations and Benefit Service team and other internal/external constituents to meet plan and market objectives.
- Regular travel to key employer-customers and client locations within the primary assigned market. Approximately 25% travel.
Qualifications
- Minimum of 5-years of experience in Account Management (health insurance industry)
- Life and Health Licensed Producer (able to be licensed within 90 days of employment).
- Strong working knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.).
- Ability to articulate health benefits and a HCM value proposition with an understanding of its impact on an organization’s P&L.
- Fluency in both English and Spanish, both verbal and written
- Excellent communication and presentation/trainings skills
- Prior experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) preferred.
Travel
- One annual 5-day trip to the client’s National Open Enrollment conference in early February; location TBD by client.
- During Open Enrollment (February through May) weekly travel required to the primary work locations may include overnight stays as applicable.
- At minimum, quarterly travel to client’s regional locations in and out of state; additional travel required with sufficient notice.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Equal Opportunity Policy: The acceptance of the requested information for consideration and referral of candidates will be without regard to a candidate’s race, creed, color, age, gender, marital status, veteran status, national origin, sexual orientation/identification/expression, disability status, or weight and will be based solely on the candidate’s qualifications for the position. We are an equal opportunity employer.
