Strategic Employee Benefits Client Lead

UNICO Group Inc; La Vista (NE); Sur place; USD 85 000 - 120 000; Plein temps

Résumé du poste

UNICO Group is seeking a Client Executive for our Employee Benefits team to partner with Benefits Advisors, delivering strategic benefit programs that align with client goals. You will ensure outstanding service, build strong internal and carrier relationships, and manage complex client needs with accuracy.

The role requires strong communication, analytical skills, and a willingness to travel roughly six times per year, with licensure or the ability to obtain.

Qualifications

• Bachelor's degree preferred.
• Minimum 5 years of experience in benefits brokerage, insurance or employee benefits customer service.
• State life and health insurance license, or ability to obtain.
• Strong knowledge of employee benefits and self-funding arrangements.
• Ability to interpret ERISA/ACA regulations and stay current with industry updates.
• Willingness to travel approximately six times per year.

Responsabilités

• Manage strategic client relationships and ensure client satisfaction.
• Collaborate with Advisors to design and present benefit solutions.
• Evaluate renewal proposals and coordinate market bids when applicable.
• Prepare materials for quarterly client meetings and renewals.
• Negotiate terms with carriers and underwriters on behalf of clients.
• Maintain accurate client records and documentation in CRM and agency systems.
• Provide data analysis for renewal information, utilization, and claims trends.
• Communicate issues to Advisors and client services teams promptly.

Connaissances

Client relationship management

Analytical skills

Communication skills

Project coordination

Travel readiness

Formation

Bachelor's degree preferred

Outils

Microsoft Excel

PowerPoint

Outlook

Description du poste

UNICO Group is seeking a Client Executive for our Employee Benefits team to partner with Benefits Advisors, delivering strategic benefit programs that align with client goals. You will ensure outstanding service, build strong internal and carrier relationships, and manage complex client needs with accuracy.

The role requires strong communication, analytical skills, and a willingness to travel roughly six times per year, with licensure or the ability to obtain.