Client Executive – Self-Funded Solutions
Employment Information
Job Description
Consultant managing strong relationships with field offices for OneDigital's Stop Loss solutions. Focused on policy marketing, claims support, and strategic consultative assistance.
Responsibilities:
- Manage the stop loss policies for each client within the assigned region in coordination with the Director of the SLCOE
- Own all aspects of the marketing and analysis of the group stop loss policies
- Recommend contract provisions and policy placement
- Analyze and compare vendor products, services, and contracts
- Develop and maintain strong working relationships with stop loss carrier partners, field offices, and OneDigital brokers
- Build trust of current and new field offices through onsite and virtual meetings and training
- Help negotiate the renewal and provide proactive support to the Director of the Stop Loss Center of Excellence
- Communicate the value proposition and importance of the SLCOE effectively and persuasively
- Develop and maintain accurate performance reports by field office location
Requirements:
- Bachelor's degree in business, Finance, Math, Accounting, or another related field, preferred
- 7+ years’ experience working for a group insurance carrier, broker, or consultant, strongly preferred
- Current life and health producer license or ability to acquire within 90 days of hire (company paid), required
- Strong writing skills with the ability to correspond and present in a clear, concise, and persuasive manner
- Advanced knowledge of Stop Loss and Self-Funded plans is required
- Strong quantitative and analytical skills
- Ability to prioritize multiple projects at once and thrives in a fast-paced, energetic environment
- Highly organized and driven to accomplish goals
- Intermediate to Advanced Microsoft Excel experience, required
- Familiarity with multiple insurance companies or TPAs strongly preferred
- Underwriting experience preferred
- Previous sales and relationship-building experience preferred
Benefits:
- health insurance
- retirement plans
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses
- employee perks and discounts
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