Client Account Services Executive

Company Description

Apex Benefits Partners is a full-service employee benefits brokerage firm dedicated to exceptional customer service where our client needs come first. We go above and beyond to provide white-glove treatment that distinguishes us in the competitive marketplace. Committed to building lasting relationships based on trust, respect, and personalized care, we prioritize our clients' unique needs. Our goal is to help clients navigate the complexities of employee benefits with confidence and ease, resulting in meaningful connections and exceptional experiences.

Role Description

This is a full-time remote role for a Client Account Services Executive. The Client Account Services Executive is responsible for managing client accounts, providing exceptional customer service, and supporting sales operations. Daily tasks include:

• Client Relationship Management: Serve as the primary point of contact for clients, ensuring exceptional service and addressing their benefits-related needs.
• Plan Administration: Oversee the implementation, renewal, and ongoing management of employee benefits programs, including health, dental, vision, life, and disability insurance.
• Client Support & Problem Resolution: Respond to client inquiries, troubleshoot benefit-related issues, and collaborate with carriers to resolve claims or enrollment concerns.
• Compliance & Regulations: Stay up to date on industry regulations (ACA, ERISA, COBRA, etc.) and guide clients on compliance requirements.
• Renewal & Marketing Process: Assist with the annual benefits renewal process, including analyzing plan options, negotiating with carriers, and presenting recommendations to clients.
• Enrollment Assistance: Support clients with open enrollment, including conducting employee education meetings, preparing communication materials, and managing enrollment changes.
• Reporting & Analysis: Provide clients with cost analysis, utilization reports, and benchmarking data to help them make informed benefits decisions.
• Vendor & Carrier Coordination: Work closely with insurance carriers, third-party administrators, and other partners to ensure seamless plan administration.
• Internal Collaboration: Partner with internal teams, including sales and account management, to enhance client satisfaction and retention.
• Process Improvement: Identify opportunities to streamline workflows, enhance efficiency, and improve the client experience.

Qualifications

• Account Management and Customer Service skills
• Sales and Negotiation skills
• Experience in Sales Operations
• Excellent communication and interpersonal skills
• Ability to work independently and remotely
• Experience in the employee benefits industry required
• Fluent with Microsoft Office and Sharepoint
• Self-funded experience preferred but not required