Strategic Benefits Client Lead

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

Job summary

UNICO Group in the United States seeks a Client Executive for the Employee Benefits team. You will drive client satisfaction on large, complex accounts, partnering with Benefits Advisors to design tailored benefit programs aligned with client goals.

You’ll lead strategic meetings, negotiate with carriers, and deliver data-driven insights while maintaining strong internal relationships and compliant records. This role emphasizes service excellence and long-term client value.

Qualifications

• Bachelor's degree preferred.
• Minimum 5 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field.
• Strong knowledge of employee benefits, self-funding arrangements and group insurance, including underwriting principles, and carrier processes.
• Proven experience managing complex client relationships and delivering strategic benefit solutions in a consultative or client-facing environment.
• Ability to interpret and apply benefit-related regulations (e.g., ERISA, ACA) and stay current with industry trends and legislative updates.
• Proficiency with data analysis related to premiums, claims, and plan performance; comfort with applying basic algebra and interpreting financial metrics.
• Candidates must be willing to travel approximately six times per year.
• Licensure: State life and health insurance license, or ability to obtain, required.

Responsibilities

• Implement and maintain benefit programs for UNICO clients.
• Identify problems, summarize, and develop strategic employee benefit solutions.
• Conduct regular strategic meetings with clients to understand evolving needs, provide insurance advice, and offer tailored solutions.
• Evaluate carrier renewal proposals and oversee the entire process, analyze results, and prepare a renewal report.
• Present materials that demonstrate UNICO's approach during quarterly meetings with clients.
• Collaborate with insurance carriers and underwriters to negotiate coverage terms and pricing.
• Serve as a point of contact for client and carrier inquiries through multiple channels.
• Strengthen relationships with existing clients and identify opportunities to add value.
• Verify accurate client records and policy documentation in our systems.

Skills

Strategic account mgmt

Client relationship

Insurance knowledge

Data analysis

Negotiation

Presentation skills

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Excel

PowerPoint

Outlook

Job description

UNICO Group in the United States seeks a Client Executive for the Employee Benefits team. You will drive client satisfaction on large, complex accounts, partnering with Benefits Advisors to design tailored benefit programs aligned with client goals.

You’ll lead strategic meetings, negotiate with carriers, and deliver data-driven insights while maintaining strong internal relationships and compliant records. This role emphasizes service excellence and long-term client value.