Client Executive, Employee Benefits
EPIC Insurance Brokers & Consultants
full-time
Posted on:
Location Type: Hybrid
Location: Seattle • Washington • United States
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Salary
💰 $135,000 - $150,000 per year
About the role
- Complete and present strategic business plans to clients.
- Ensure that all service commitments are met.
- Oversee the production, delivery and accuracy of contracts, benefit summaries
- Communicate to employees and/or administrators about their plan benefits
- Evaluate bid results and determine recommendations for clients
- Review renewal actions and discuss/negotiate with carriers
- Resolve client billing, claims and eligibility issues.
- Coordinate client open enrollment.
- Responsible for new case installation.
- Coordinate training sessions for clients with carriers and vendors.
- Work with the underwriting team on all marketing analysis and client presentations.
- Document all client activity in corporate database.
- Other duties as assigned.
Requirements
- WA Life and Health License.
- 3+ years’ experience in employee benefits industry.
- Proficient in Microsoft Office programs.
- This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
contract managementbenefit summariesbid evaluationclient presentationsmarketing analysisclient activity documentation
Soft Skills
communicationnegotiationproblem-solvingorganizational skillstraining coordination
Certifications
WA Life and Health License