Employee Benefits Client Executive

  • Job Type: Full Time
  • Location: Birmingham, Alabama

Duties & Responsibilities:

  • Provide consistent excellent client service for a book of business representing clients of various size and scope
  • Research and provide answers for client policy and coverage questions
  • Resolve client, carrier and/or vendor related day-to-day service issues, including eligibility, billing and claim issues
  • Assist with client concerns pertaining to HCR, Compliance, Consumerism, Communications, and HR Consulting, answering questions when possible and/or connecting clients with an appropriate subject matter expert when necessary
  • Initiate relationships with and communicate with client decision makers and support staff
  • Maintain open and clear communication with Producers and internal client support staff, with the ability to discuss timelines and to set clear expectations for deliverable due dates
  • Manage the Renewal/Marketing Process including but not limited to:
    • Gather vendor information and/or information from clients for marketing purposes
    • Organize data into appropriate format for submission
    • Prepare RFP and send to carriers (including loss data, contracts and supporting documents)
    • Analyze quotes for accuracy
    • Work strategically with the Producer to determine appropriate vendor options (most competitive pricing and products)
    • Prepare proposal data into format for presentation to clients
    • Coordinate implementation of new plans and or continuation of benefit plans and contract changes
  • Develop and cultivate strong carrier relationships to enhance position in the market
  • Process coverage amendment requests following up as needed
  • Participate in client and vendor meetings – including, but not limited to, renewal meetings and stewardships reports meetings
  • Maintain a current understanding of industry information and new product information as required to service clients


  • High School diploma is required; Bachelor’s degree preferred.
  • Three to five years of employee benefits experience with an in-depth understanding of insurance.
  • Must have appropriate state insurance license
  • Strong communication skills, both verbal and written required
  • Ability to think strategically displaying analytical skills
  • Strong Microsoft Word, Excel and PowerPoint skills
  • Organizational and time management skills to prioritize workload and to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
  • Attention to detail with ability to self-check work for accuracy

Please send resume to cirwin@hrmasap.com.