Client Success Executive

Job Description

Job Description

True Benefit, An Amwins Company, is conducting a candidate search for a Client Success Executive, specializing in the health insurance industry for Northern NJ, NYC (hybrid).

At True Benefit, An Amwins Company, we excel at crafting comprehensive strategies for employee benefit programs, managing over $2.3B of health care premiums for 150,000+ insured employees nationwide. Amwins Group (our parent company) is the largest wholesale property & casualty brokerage and group insurance administrator in the U.S. with annual placed premiums over $44.5B.

Position Overview

Responsible for managing, retaining, and growing 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. This client-facing role is primarily on-site at multiple client locations, reports to the VP Client Success and 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. Candidates must have a proven track record in group health insurance, employee benefits and account management.

Responsibilities

• Manage and retain a defined book of business with the 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.
• Utilize risk management techniques, 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.
• Lead continuous process improvements for 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 teams and other internal/external constituents to meet plan and market objectives.
• Travel regularly within assigned markets. Approximately 25%.

Qualifications

• 5+ years of Account Management experience in the health insurance industry.
• Strong knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.).
• Ability to articulate health benefits and a HCM value proposition and impact on employer financials.
• NJ and NY Life & Health Producer License (or ability to obtain within 90 days of hire date).
• Preferred: experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) environments.
• Excellent communication and presentation/trainings skills.
• Proficient in Microsoft Office Products; Power BI or other Business Intelligence tools.

Travel

• Annual 5-day trip to the client's National Open Enrollment conference in January/ February; location TBD by client.
• Weekly travel to primary work locations required during Open Enrollment (February through May) and 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.