Senior Client Relationship Executive - Employee Benefits

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

This Senior Client Relationship Executive is regarded as a leader among their peers and is a resource for strategic advice and assistance working through complex issues. This position is responsible for working directly with clients, retaining current business as well as focusing on account rounding. Build and grow relationships with clients, carrier representatives, and teammates while supporting a Producer in sales activities, carrier guidelines, alternative funding arrangement, underwriting and legislative changes.

**Hybrid Opportunity - Working in the Irvine office 2-3 days/week**

ESSENTIAL DUTIES AND RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
The Senior Client Relationship Executive will be capable of performing the following major accountabilities in an exemplary fashion with minimal to no supervision. Serve as consultative point of contact for the employee benefits client; identify and understand client needs and provide recommendations with supporting rationale with limited or no oversight from the Producer. May handle all aspects of the client relationships.
1. Develop and execute, as directed, a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
2. Partner with the producer in sales efforts, including responding to Requests for Proposals, participating in prospect meetings, and selling additional lines and endorsements that enhance coverage and meet the needs of the client.
3. Direct and lead quarterly meetings, mid-reviews and annual stewardship meetings.
4. Responsible for driving the renewal, marketing and financial reporting process including preparing meetings.
5. Create or review financial reporting packages, marketing material, carrier quotes and all meeting material prior to meeting with the client.
6. Build and cultivate key client and carrier relationships by phone, email, and in person.
7. Continuously expand a working knowledge of the current marketplace and capabilities of providing alternatives for the transfer of risk.
8. Demonstrate strong skills at negotiating pricing, policy conditions, reporting and terms with the selected carriers, and decide the best carrier(s) for the client within marketing guidelines.
9. Provide analyses and recommendations of coverage needs by developing initial marketing and renewal strategies leading the execution of marketing and renewal strategies, working with service team members and directing communications with carrier underwriters and other carrier representatives as required.
10. Must be able to present coverage, renewal recommendations and financial impact to the client.
11. Assist assigned clients and teammates with service questions related to administration, billing, claims issues, and problem solving, upon request.
12. Collaborate and work closely with local and national leadership to drive Line of Business strategy and initiatives as well as promote and drive utilization of best practices.
13. Coordinate with service team and clients to schedule and conduct team meetings.
14. Understand and utilize the client management system(s), ImageRight, and other relevant technology platforms per the documentation expectations outlined in Employee Benefits Procedures.
15. Ensure service team procedures are appropriate and followed and documentation and premium amounts are accurate, and assist in the collection of premium payments as needed.
16. Effectively resolve workflow issues.
17. Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.
18. Lead, mentor, and train other account service teammates, and demonstrate strong interpersonal and professional relationship building skills.
19. Other job duties and responsibilities as requested by management.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and/or related experience
2. Eight years of relevant insurance industry experience
3. Appropriate insurance license(s)
4. Significant knowledge of markets, policies and coverage issues for all states and industries serviced
5. Organizational skills to plan and prioritize team workload, and to oversee application of work flows and procedures
6. Leadership skills and service and team orientation to provide direction, praise, constructive feedback, and development to employees in a way that maximizes productivity and team morale
7. Strong communication and interpersonal skills to build and maintain positive business relationships with clients, market contacts, and McGriff teammates
8. Strong persuasion skills and tact to obtain information, negotiate with markets, obtain commitment or payments due from others, and motivate staff
9. Discretion and problem solving skills to analyze client information, proposal competitiveness, etc., and to resolve client, market and employee relations problems
10. Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
11. Ability to travel

Preferred Qualifications:
1. Other advanced degree(s)
2. Insurance industry certifications in addition to necessary license(s)
3. Significant experience leading teams and/or projects
4. Excellent interpersonal skills, strong verbal and written communication skills

The annual base salary for this position is $140,000 - $200,000
Additional incentive pay is available, as well as benefits that can be reviewed at https://benefits.truist.com.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify