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The Plexus Groupe · 4 weeks ago

Client Executive - Employee Benefits

Dallas, TX

Full-time

Onsite

Senior Level

$140K/yr - $170K/yr

7+ years exp

The Plexus Groupe is looking for a Client Executive within the Employee Benefits Practice at their Dallas office. This role directs a team of professionals to meet business objectives and manage client relationships, ensuring revenue growth and client satisfaction.

Financial Services

Growth Opportunities

Responsibilities

Associate Management and Development• – employs qualified and capable professionals able to satisfy service expectations, compliance, and reporting requirements and provide strategic, operational, and tactical support to dedicated clients. Ensures performance and development plans are in affect for all staff and meets regularly with each to ensure established professional management and development tenets are maintained across the Client management team

Expanded Business Revenues• – ensures the requisite focus and attention is given to growing revenues across the Client management team, and includes, but is not limited to, supporting the acquisition of new clients, and selling additional services and/or products to existing clients

Profitability• – ensures the appropriate attention is paid to expense management and labor utilization in order to maximize profits and produce a positive return on the investment of staff’s time which is being devoted to client service and support

Client• •Persistency• – ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession the incumbent is expected to spend seventy-five percent of their time working on and interacting with clients

Client Satisfaction• – ensures an honest, straight-forward, and open relationship exists with all clients in order to promote a strong working partnership between the client and their client team - it is expected that such transparency will promote positive client satisfaction and mutual trust

Vendor Management• – ensures business partnerships are maintained with all key carriers and third- party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact our client(s)

Industry Presence, Knowledge, and Application• – dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes) and works diligently to assess the impact such changes will have on our clients, our Employee Benefits practice, and The Plexus Groupe

Client Meetings and Presentations• – leads the Client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful, and produce the expected value and results

Qualification

Client management experienceEmployee Benefits knowledgeBenefit laws understandingState LifeHealth licenseMS Office proficiencyCommunication skillsAttention to detail