Strategic Benefits Client Lead

Único Group; La Vista (NE); On-site; USD 90,000 - 140,000; Full time

Job summary

UNICO Group is seeking a Client Executive on the Employee Benefits team to ensure client satisfaction for our largest, most complex accounts. You will partner with Benefits Advisors to design strategic benefit programs and provide consultative, client-focused guidance that aligns plans with goals and market dynamics.

The role requires managing multi-faceted client relationships, delivering renewal analyses, coordinating with carriers, and leading quarterly meetings to present results and future

Qualifications

• Bachelor's degree preferred in a related field.
• Minimum 5 years of experience in benefits brokerage or employee benefits.
• Strong knowledge of ERISA, ACA, and self-funded plans.
• Proven ability to manage complex client relationships.
• Willingness to travel approximately six times per year.

Responsibilities

• Implement and maintain benefit programs for UNICO clients.
• Identify problems and develop strategic benefit solutions.
• Lead regular strategic meetings with clients to assess needs and propose tailored solutions.
• Evaluate renewal proposals and coordinate market bids when needed.
• Prepare materials for quarterly client reviews and present findings.
• Negotiate terms with carriers and underwriters on behalf of clients.
• Serve as main contact for client and carrier inquiries.
• Collaborate with clients to enhance value and long-term goals.
• Ensure accurate client records and documentation in our systems.

Skills

Client management

Strategic planning

Communication

Data analysis

Presentation

Project management

Education

Bachelor's degree preferred

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

UNICO Group is seeking a Client Executive on the Employee Benefits team to ensure client satisfaction for our largest, most complex accounts. You will partner with Benefits Advisors to design strategic benefit programs and provide consultative, client-focused guidance that aligns plans with goals and market dynamics.

The role requires managing multi-faceted client relationships, delivering renewal analyses, coordinating with carriers, and leading quarterly meetings to present results and future