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Client Executive - Benefits

Coyote Technical & Executive Sourcing

Chicago, IL

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JOB DETAILS
LOCATION
Chicago, IL
POSTED
30+ days ago
CLIENT EXECUTIVE - BENEFITS

Summary

Field responsibilities including independently performing high level services on large accounts with minimal involvement or intervention of a producer. Identifies client needs and recommends solutions, designs and executes a customized service plan, and reports to each client annually through a stewardship process. Typically has at least 10 years experience or equivalent combination of background, education, skills.

Essential Duties and Responsibilities:
  • Responsible for developing and executing a plan to drive down cost, workload, and risk for selected clients.
  • Establish relationships with assigned clients and assume the primary responsibility for client service and retention.
  • Provide leadership to the service team. Conduct regular service team meetings to ensure timely completion of scheduled services.
  • Develop and manage agency relationships with carriers, marketing representatives, underwriters and other service providers.
  • Work closely with home office, departmental personnel and fellow client managers on workflows and new products, processes and services.
  • Handle advanced client, producer, and insurer service requests while maintaining a concern for timeliness and completeness when interacting with customers, agency, and carrier personnel.
  • Coordinate meetings and training with client’s employees; group and individual basis to include online site training.
  • Coordinate, train and assist clients Human Resource/Benefit Administrators as necessary which includes using carrier websites and train their staff and employees.
  • Conduct periodic coverage and service reviews with clients.
  • Know and follow procedures and HBS Checklists.
  • Assist with escalated claim resolution.
  • Provide input for annual performance appraisals on team associates.
  • Handle all aspects of new business and renewals including completing master applications, employee applications and all other necessary submission materials obtained from client. Responsible to ensure case is successfully installed &/or policy changes processed correctly with carrier.
  • Gather all employee benefit info and build HRc sites; update and revise site as necessary, provide onsite training to clients.
  • Inform, educate and make recommendations to clients about policy coverage’s, plan changes, exclusions and general insurance coverage needs.
  • Attend monthly division meetings as fitting and offered for producers and account executives.
  • Responsible for knowing carrier products and underwriting requirements.
  • Perform other duties as requested including exercising discretion and judgment prioritizing workload.
  • Collect data used for the team employee reviews and assist in completion of reviews. Responsible for reporting all team employee reviews to management.
Knowledge, Skills and Abilities
  • A college degree is desirable or equivalent combination of education and experience.
  • Life and Health License and meeting continuing education requirements.
  • Minimum of ten years benefit experience and a working knowledge and understanding of insurance coverage’s and carrier products.
  • Understanding and skilled at all basic computer and technology tools.
  • Demonstrated presentation skills for effective communication both verbal and written with the ability to influence others.
  • Must be willing to travel locally as required.
  • Extremely Organized
  • Sense of urgency and works well under pressure
  • Analytical – technically oriented
  • Strong attention to detail and follow-through
  • Self-confident
  • Ability to communicate with individuals

No visa sponsorship (H1-B, etc.) available at this time, sorry.

About the Company

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Coyote Technical & Executive Sourcing

Who Are We?

Coyote Technical is a full-service staffing and recruiting firm that provides services in temporary, contract and permanent placements. Coyote Technical can provide you with superior employment services, focusing on sourcing quality candidates with the exact education and experience you need. Phil Montoya, Director of Sourcing, has years of recruiting experience in diverse industries. His status as Top Recruiter with most successful placement is testimony to his relentless pursuit of the perfect candidate. Phil holds a BS in Mechanical Engineering and worked for years in the Automotive and Aerospace Industries. Coyote Technical’s recruiting Team is equally committed to finding the talent you seek. Our years of experience enables us to intimately understand your industry, thereby we will provide you with quality and effective employment services.

Why Choose Us?

Coyote Technical aims to fill every position you list by matching the ideal candidate with the ideal position. Coyote technical has an ever-expanding internal database of more than 20,000 candidates with the skills and qualifications to match any of your hiring needs. It is our mission to ensure that every candidate be placed in a position in which they will thrive professionally.

Our fees are contingent upon finding you the perfect candidate, which means you will not pay a fee unless we are successful. In fact, we will extend a thirty (30) day guarantee. Should the candidate leave or be terminated for cause within the first thirty (30) days from the starting date the candidate will be replaced. What does this mean for you? Peace of mind in knowing that you will have an employee with the competence and enthusiasm you desire!





COMPANY SIZE
1 to 9 employees
INDUSTRY
Staffing/Employment Agencies
WEBSITE
http://www.coyotesourcing.com/