The MJ Companies ยท 21 hours ago
Client Executive, Employee Benefits
Carmel, IN
Full-time
Hybrid
Senior Level
6+ years expThe MJ Companies are seeking a dedicated expert to provide top-tier consultation and exceptional service to their Employee Benefits clientele. The role involves overseeing the overall client experience, leading the development and execution of clients' benefit plan strategies, and developing retention and acquisition strategies for clients.
ConsultingInsuranceRisk Management
Responsibilities
Assist in preparing and presenting at finalist and prospect meetings to secure new business
Lead implementation meetings, onboard new clients, and communicate sold decisions to the MJ team
Conduct local and travel-required OE meetings to ensure clients understand and can navigate their benefits
Prepare and lead client strategy and check point meetings with minimal producer involvement, ensuring strategic alignment and client engagement
Attend and present at client committee meetings, client strategy and check point meetings, and in-person meetings with producers
Participate in monthly and regular client and carrier/vendor calls to maintain continuous communication and support
Manage the overall client experience, handling escalated claims and providing strategic recommendations
Oversee the coordination of internal value propositions, ensuring effective communication with clients and the internal team
Send detailed follow-up emails post-meetings to internal partners and clients for clear and actionable communication
Inform compliance team of client changes and ensure necessary reviews are performed
Conduct final reviews of SPDs and complete decision summary forms to ensure accuracy and regulatory compliance
Conduct final review of Benefit Guides to ensure accuracy and regulatory compliance
Attend pre-marketing meetings, handle reprices, and manage complex medical marketing processes
Create and update cost summaries and fully insured exhibits for various benefits
Lead negotiations for renewals and new policies across dental, disability, life, medical, stop loss, TPA admin fees, and vision
Provide forecasts to help clients make informed decisions
Manage the OE communication process between clients and the internal team
Notify carriers of terminations, obtain necessary communication content, and ensure effective updates
Keep thorough and accurate documentation in OneNote/Client folders and carrier correspondence folders
Create and deliver wellness strategies, including project manage task requests from Population Health and Analytics teams
Provide ad hoc analyses and benchmarking to offer clients relevant insights and data-driven recommendations
Qualification
Required
Preferred minimum of 6+ years of experience with client-facing customer service with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
Demonstrated skills: project management, prioritization, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
Excellent verbal and written communication skills; professional presentation skills
Bachelor's degree preferred
Life & Health License
Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
Familiar with the use of an Agency Management System and Document Management System (BenefitPoint experience a plus)
Strong project management background internal team leadership skills
Company
The MJ Companies
The MJ Companies exists to inspire the success, fulfillment, and wellbeing of each person it serves: associates and their families, business partners, clients, and the community.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Cindy H. Stellhorn
Executive Vice President/Partner
Britni Shrout
Chief Marketing Officer
Company data provided by crunchbase