Associate Client Executive

Position Summary

The Associate Client Executive will manage and nurture client relationships, drive the retention and growth of a portfolio, and serve as the dedicated liaison for their own portfolio of clients.

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.
• Affiliate 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.

Education and Experience

• College degree or equivalent work experience required.
• 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.

Skills and Competencies

• 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.

Physical Demands

This is a standard desk role requiring extended periods of sitting and computer work.

Work Environment

Remote. Allied believes 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.

Compensation and Benefits

Compensation is not limited to base salary. Allied values its 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 they 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.