Account Executive – Employee Benefits

Jobtailor; Dublin (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced Client Services Manager in Ohio to build strong client relationships, manage complex accounts, and guide renewal strategies in the insurance sector.

The role requires navigating contracts, regulatory requirements, and market trends while coordinating cross-functional teams and facilitating client implementations. Travel may be necessary to meet client needs.

Qualifications

• 6 years of experience managing multiple clients in the insurance industry.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Technical knowledge of contract provisions, renewal and claims processing, plan knowledge, and carrier funding.
• Expertise in managing clients with alternative funding arrangements.
• Proficient use of applicable technology and client management software.
• Expert knowledge of state and federal legislation.

Responsibilities

• Build and maintain client relationships while meeting specified client retention goals.
• Coordinate and direct assigned client activities within the client services team.
• Develop a strong understanding of clients' businesses and strategic priorities.
• Develop and execute renewal and/or marketing strategies in accordance with client instructions.
• Manage new client implementation processes.
• Execute analysis and deliver creative, practical client solutions.
• Lead and coordinate evaluation of marketing.
• Serve as a valued advisor to clients and build strategic relationships with key decision makers.
• Negotiate renewal actions with carriers based on client needs.
• Educate clients on applicable legislation and market trends.
• Monitor clients closely and provide innovative industry solutions aligned with business needs and goals.
• Participate in RFP processes and finalist presentations.
• Identify and propose additional services to existing clients.
• Ensure compliance with all regulatory guidelines.

Skills

Client Relationship Management

Insurance Industry Expertise

Regulatory Compliance

Strategic Planning

Problem Solving

Education

High School Diploma or GED

Required Licenses and Certifications

Tools

Client Management Software

Data Analysis Tools

Job description

• Build and maintain client relationships while meeting specified client retention goals
• Coordinate and direct assigned client activities within the client services team
• Develop a strong understanding of clients' businesses and strategic priorities
• Develop and execute renewal and/or marketing strategies in accordance with client instructions
• Manage new client implementation processes
• Execute analysis and deliver creative, practical client solutions
• Lead and coordinate evaluation of marketing
• Serve as a valued advisor to clients and build strategic relationships with key decision makers
• Negotiate renewal actions with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Monitor clients closely and provide innovative industry solutions aligned with business needs and goals
• Participate in RFP processes and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Perform additional responsibilities as assigned

Requirements

• High School Diploma or GED required
• Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
• Must maintain current required licenses and certifications relevant to field of expertise
• Technical knowledge relative to industry, including contract provisions, renewal and claims processing, plan knowledge, and carrier funding
• Expertise in managing clients with alternative funding arrangements
• Proficient use of applicable technology
• Expert knowledge of state and federal legislation
• Ability to set priorities and manage workflow for efficient, timely, and accurate deliverables
• Demonstrated verbal and written communication throughout all levels of the organization, internally and externally
• Advanced problem solving and critical thinking skills
• Must be able to travel based on client and business needs

Core Competencies

Demonstrates expertise in client relationship management, strategic planning, and compliance within the insurance industry, while effectively utilizing problem-solving and communication skills to deliver tailored solutions.

Highest-signal resume keywords

• Client Relationship Management
• Insurance Industry Expertise
• Regulatory Compliance
• Strategic Planning
• Problem Solving

ATS Optimization Keywords

Hard Skills

• Client Retention Strategies
• Renewal Processing
• Claims Processing
• Contract Provisions Knowledge
• Alternative Funding Arrangements
• Market Trend Analysis
• RFP Process Participation
• Technical Knowledge of Legislation

Soft Skills

• Verbal Communication
• Written Communication
• Critical Thinking
• Time Management

Certifications & Qualifications

• Required Licenses and Certifications

Industry Keywords

• Insurance
• Client Services
• Legislation
• Market Trends
• Client Implementation

Tools & Technologies

• Client Management Software
• Data Analysis Tools