UNICO Group · 3 weeks ago
Client Executive, Employee Benefits
Lincoln, NE
Full-time
Onsite
Senior Level
5+ years expUNICO Group is seeking a Client Executive for their Employee Benefits team, responsible for ensuring client satisfaction for their largest and most complex clients. The role involves collaborating with Benefits Advisors to design tailored benefit programs while maintaining excellent customer service and effective communication with internal partners and carriers.
FinanceFinancial Services
Responsibilities
Organize workflow and follow established service timelines to support sales efforts effectively
Maintain open and clear communication channels with internal partners, clients and carriers
Work closely with the Account Manager and act as liaison between the Account Manager and Advisor when applicable
Plan an employee communication strategy with the client, working with the Account Manager in the preparation of communication materials, review and approve appropriate employee communication material to be used by the client, and deliver material to the client. Conduct employee meetings and / or webinars as needed
Provide analytical support to meet the data and reporting needs of the client. This includes assistance in developing routine client reports for a variety of purposes, including renewal information, renewal history, mid-year planning, stewardship, monthly or quarterly utilization and claims analysis, etc
Assist with creation of custom reports as needed to respond to client inquiries. This includes plan cost variances, plan change analysis, claim history, claim projections, etc. and assist with complex analysis of data when required
Communicate critical issues to Advisors and the Service team
Stay current in the group insurance industry and working knowledge of various funding methods, state and federal legislation, insurance products, self-insurance programs, and Section 125 plans and maintains the ability to evaluate provider networks
Remain well-versed in self-funded insurance arrangements with the ability to apply advanced concepts
Develop strong knowledge of industry, markets, companies, and carrier appetites
Learn and understand alternative benefit opportunities to explain and offer to clients when applicable
Remain informed regarding UNICO resources, industry information, and new product information
Develop and maintain excellent carrier relationships
Qualification
Required
Strong knowledge of employee benefits, self-funding arrangements and group insurance, including underwriting principles, and carrier processes
Proven experience managing complex client relationships and delivering strategic benefit solutions in a consultative or client-facing environment
Ability to interpret and apply benefit-related regulations (e.g., ERISA, ACA) and stay current with industry trends and legislative updates
Proficiency with data analysis related to premiums, claims, and plan performance; comfort with applying basic algebra and interpreting financial metrics
Licensure: State life and health insurance license, or ability to obtain, required
Proven ability to manage multiple projects at a time while paying strict attention to detail
Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization
Ability to successfully interact with a variety of client personality types
Ability to follow up on activities from start to finish while working independently
Strong analytical skills with the ability to assess risk, interpret market trends, and develop client focused solutions
Exceptional communication skills, with the ability to explain complex concepts in a clear, client-friendly manner
Alignment with UNICO's core values: professionalism, trust, teamwork, and positivity
Proficient in Microsoft Excel, PowerPoint, Outlook, and a variety of other software, systems, and programs, with the ability to learn new software applications
Preferred
Bachelor's degree preferred
Minimum 5 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
Company
UNICO Group
UNICO Group is an insurance company offering insurance and financial solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
N
Neal Lyons
CFO
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