Client Success Executive, Group Health Insurance

True Benefit; New Jersey; Hybrid; USD 135,000 - 160,000; Full time

Benefits offered by this job

Annual bonus

Regular travel opportunities

Job summary

A leading health insurance firm is seeking a Client Success Executive to manage client accounts primarily in Northern NJ & NYC. This role requires excellent communication and management skills to develop client retention strategies and enhance collaboration between stakeholders. The ideal candidate should have at least 5 years of experience in account management within the health insurance sector. This position includes regular travel to clients and offers a competitive salary ranging from $135,000 to $160,000 per year, plus annual bonuses.

Qualifications

• Minimum of 5 years of experience in account management within the health insurance industry.
• Ability to work independently in a fast-paced environment.
• Proactive, self-starter with a positive demeanor.

Responsibilities

• Manage assigned book of business focusing on profitable client retention.
• Identify and implement client retention strategies.
• Lead and influence to achieve annual retention goals.

Skills

Excellent communication skills

Presentation skills

Training skills

Creativity

Ability to articulate health benefits

Team player

Proactive

Strong knowledge of managed care delivery

Education

5 years of experience in account management in health insurance

Licensed Producer (or ability to obtain license)

Tools

PowerPoint

Word

Excel

Power BI

Job description

Client Success Executive, Group Health Insurance

Location: Northern, NJ & NYC (remote)

Base pay range: $135,000 - $160,000 per year.

Additional compensation: Annual bonus.

Position Summary: This is a client‑facing position, working primarily on‑site at multiple client locations, reporting to the VP Client Success. The role 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. Communication involves face‑to‑face meetings, email, phone, and web meetings to understand their needs and collaborate on the best holistic retention strategies and process improvement solutions for our client and their customers. The right candidate will be a highly motivated self‑starter with a proven track record in group health insurance, employee benefits, and account management. The individual will manage, retain, and grow an existing block of business, focusing on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness.

Responsibilities

• Overall management of assigned book of business with a 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 the objective of an annual retention plan in assigned market(s).
• Identify at‑risk employer‑customers and formulate strategic action plans using in‑depth knowledge 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.
• Use risk management techniques to balance multiple carrier loss ratios against the client’s business and sales growth objectives by identifying high‑risk employer‑customers and developing strategies to ensure premium adequacy and retention.
• Identify and implement continuous process improvements related to 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.
• Regular travel to key employer‑customers and client locations within the primary assigned market (approximately 25% travel).

Qualifications

• Excellent communication, presentation, and training skills.
• Prior experience with Human Capital Management (HCM) vendors/solutions and/or Professional Employer Organization (PEO) preferred.
• Team player with the ability to work independently in a fast‑paced, exciting environment.
• Ability to articulate health benefits and an HCM value proposition with an understanding of its impact on an organization’s P&L.
• Proactive, self‑starter with demonstrated creativity and ability to multi‑task.
• Extremely positive demeanor.
• Strong working knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.).
• Minimum of 5 years of experience in account management within the health insurance industry.
• Licensed Producer (option to obtain license within first 90 days of employment).
• Proficient in PowerPoint, Word, Excel, and Power BI or other Business Intelligence tools.

Travel Locations

• One annual 5‑day trip to the client’s National Open Enrollment conference in early February; location TBD by client.
• During Open Enrollment (February through May) weekly travel required to the primary work locations; may include occasional overnight stays as applicable.
• At minimum, quarterly travel to the client’s regional headquarters in New York City; additional travel required with sufficient notice.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Analyst, Health Care Provider, and Product Management