Client Executive - Group Benefits Insurance

Overview

We are seeking a dynamic and motivated Client Executive specializing in Group Benefits Insurance to join our team at NSI Insurance Group. In this role, you will be the key driver in building strong relationships with clients, understanding their insurance needs, and delivering tailored benefits solutions that support their organizational goals. This position offers an exciting opportunity to influence client success and grow your career within a vibrant, customer-focused organization.

Job Summary: Responsible to retain the existing business and grow the assigned group of accounts. Collaborates with client team in the tactical and strategic delivery of services; works closely with internal resources as needed to satisfy the client's needs.

Visit our Company Website: https://nsi.group/

A Day in The Life:

• Serves as the key relationship contact by account at all leaderships levels for the assigned book of business with a total book value from $1M to $2M.
• Collaboration with Sales/Business Development; meets individual cross-selling, up-selling objectives.
• Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business.
• Develops, leads and executes account strategy with the client and the assigned team members; develops an annual service plan with focused goals, which includes stewardship, pre-renewal, policy delivery and open item components.
• Directs and implements cost effective benefit solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team; responsible for claims and loss control oversight.
• Pursues innovative alternatives that may lead to more effective client solutions.
• Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling
• Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided; works closely with internal departments to formulate and execute a sales strategy.
• Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services.
• Meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline.
• Responsible to review and approve all client deliverables which may include pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information and any other item deemed necessary; may conduct open enrollment meetings.
• Ensures client revenue is collected on a timely basis, including consulting fees and carrier commissions.
• Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery.
• Formulates the strategic planning process and collaborates with assigned client team to execute plan for an integrated and comprehensive health management strategy customized to the client’s needs.
• Initiates the renewal negotiation process with carriers.
• Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base.
• Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, guides the client in the execution of the appropriate steps to meet regulatory requirements.
• Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise.
• Develops leadership capabilities in the planning, execution and delivery of special projects as needed.
• Provides effective client stewardship and communication
• timely and accurate updates of key client data in the CRM.

What You’ll Need:

· A college degree is an advantage but not a requirement

· Life, Health & Accident License required

· At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage

· Strong tactical skillset

· General understanding of technical concepts – self-funding, different carriers solutions, etc.

· Strong relationship skills

· Ability to execute

· Self-starter - Ability to work independently with little oversight

· Intuitiveness – knowing when to loop in leadership for escalated issues

· Ability to oversee CSA’s and provide general tactical oversight

· Project management skills – ability to work with internal and external partners to deliver results timely.

Who You Are:

· Significant understanding of self-funding – able to understand and present data, able to view analysts work and carrier renewals and interpret them

· Strong technical skills – understands all components of a benefits program

· Strong presentation skills – ability to adapt

· Sales mindset – ability to identify upsell/cross-sell opportunities

· Strategic thinker – able to connect solutions with data

· Accountability – overall accountability for anything with a client – wrong, right, indifferent

· Strong communication skills – ability to know how and when to communicate

· Relationship builder – build relationships with clients, carriers, and internal partners

· Strong leadership skills – ability to coordinate all aspects of a project and make sure folks deliver on timelines

EMPLOYEE BENEFITS:

At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We care about our Employee-Owners, we care about our customers, and we care about the world around us. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:

• Comprehensive medical, dental and vision plans with 100% company paid premiums and numerous supplemental benefit offerings.
• Generous Paid Time Off (21 days);
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
• Company paid life insurance, short and long-term disability;
• Financial support for professional development and licensure/designations;

JOIN AN AWARD WINNING TEAM!

** 2024 through 2026 South Florida Business Journal Best Places to Work

** South Florida Business Journal Business of the Year Finalist

** Big "I" Best Practices Agency

** Property & Casualty 360 Agency of the Year- National

** 2021 South Florida Business Journal Coolest Office

NSI Insurance Group, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Visit our Company Website: https://nsi.group/