Associate Client Executive

Associate Client Executive Fully Remote • Allied Benefit Systems - CHICAGO, IL 60606 Apply Overview Salary Range $72,000.00 - $75,000.00 Salary Position Type Full Time Category Sales & Client Executive & Revenue Ops Apply Description POSITION SUMMARY The Associate Client Executive will be responsible for managing and nurturing client relationships, driving the retention and growth of a portfolio. They will also be the dedicated liaison for their own portfolio of clients, providing them with excellent service and support. This position is client-focused and can build relationships and retain a book of business for the company. ESSENTIAL FUNCTIONS Manage the renewal processes, collaborating with account management and underwriting for renewals on the assigned book of business. Position and showcase products, rates, stop loss, and expanded product portfolios to increase sales and maximize revenue. Process receipts and prepare Requests for Proposals (RFPs) to send to underwriting and stop loss vendors. Perform routine operational tasks associated with evaluating an RFP (e.g., disruption). Act as a client-facing representative, providing support during open enrollments, independently conducting open enrollment presentations, and effectively addressing member issues. Assist in resolving routine problems (i.e., underwriting, reporting, billing, employer, and member concerns, etc.) by working with the appropriate departments and the Account Manager to ensure resolution. Help facilitate the renewal of existing cases by managing claim reviews, stop loss marketing, and setting service level expectations. Produce and analyze Ad Hoc reporting when requested from the client/broker/Account Executive. Other duties as assigned. EDUCATION College degree or equivalent work experience required. EXPERIENCE AND SKILLS At least 1 year of experience in an account management role required. Working knowledge of employee medical benefit plans. Experience with Group health insurance and self-funded health plans preferred. Excellent written and verbal communication skills. Intermediate level work experience with Microsoft Office, Word, Excel Access, and Power Point software applications. Proven ability to deliver public presentations, presenting benefits and compliance information in a clear and engaging manner. Must be organized and detail oriented. POSITION COMPETENCIES Accountability Business Acumen Communication Customer Relationship Management Influencing and Persuasion Negotiation Results Orientation CERTIFICATES AND LICENSES Producer's license preferred but not mandatory PHYSICAL DEMANDS This is standard desk role requiring extended periods of sitting and computer work. WORK ENVIROMENT Remote Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive . The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life and Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend. Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.