Client Executive
Venbrook
full-time
Posted on:
Location Type: Hybrid
Location: Woodland Hills • California • United States
Visit company websiteExplore more
Salary
💰 $150,000 per year
About the role
- Oversee, analyze, and evaluate client risks across the Select and Premier market book
- Review benefit coverages to ensure quality of plan placement and recommend changes when required
- Demonstrate an in-depth understanding of Select and Premier market benefit plan designs and policy terms
- Direct and manage Client Manager(s) assigned to the Select/Premier team
- Set clear expectations for Client Managers on service standards and workflows
- Advise clients on benefit plan design and compliance requirements
- Prepare benefit plan RFP submissions and lead market selection
- Negotiate with carriers on plan design, rates, and benefits
- Maintain current knowledge of industry trends and share information with the team
Requirements
- 5 to 7 years of experience at an Employee Benefits agency or brokerage
- Strong knowledge of the California fully insured market
- California Life & Health License required
- CEBS or GBA designation preferred
- Proficient in Microsoft Office applications including Word and Excel
- BenefitPoint or Employee Navigator experience required
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
benefit plan designcompliance requirementsRFP submissionsnegotiationrisk analysispolicy termsservice standardsworkflow management
Soft Skills
client advisingteam managementcommunicationanalytical skills
Certifications
California Life & Health LicenseCEBSGBA