Dynamic Client Executive (Must Be Licensed - Life and Health)

ABOUT DECISELY: 

At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that genuinely make a positive difference for our clients and our organization. As a client-centric company, we are deeply committed to delivering exceptional customer service and building strong, lasting relationships with our clients. We seek passionate, service-driven individuals who share our dedication to putting clients first. Our commitment to hiring the most progressive, diverse, equitable, and inclusive talent drives both our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work, while contributing to a service-oriented environment that ensures our clients' success. 

POSITION SUMMARY: 

The Client Executive (CE) plays a pivotal role in driving client retention and satisfaction by delivering tailored employee benefits solutions.  This role requires exceptional consulting and negotiation skills, expertise in level-funded and self-funded plans, and a strategic approach to cross-selling additional services. The CE leads client engagements, ensures operational excellence, and serves as a senior resource for the Client Success team to foster a culture of client-first service delivery. 

ESSENTIAL ROLES AND RESPONSBILITIES: 

Client Retention & Engagement 

• Build and nurture strong relationships with senior decision-makers within client organizations. 
• Provide strategic guidance and customized solutions based on client goals and industry trends.
• Host regular client meetings to review claims, benchmark analyses, and stewardship reports.
• Proactively identify risks to client retention and implement mitigation strategies.
• Present renewal strategies and outcomes, ensuring alignment with client needs and timely delivery. 

Retention & Cross-Selling 

• Develop and execute strategies to expand services and products within an assigned client portfolio. 
• Identify opportunities for cross-selling and upselling based on client needs and market insights. 
• Achieve/exceed retention and revenue growth targets. 

Operational Leadership 

• Oversee the seamless delivery of benefits programs, ensuring compliance and operational efficiency.
• Serve as a team lead for Client Engagement Managers, providing guidance on complex renewals and strategies. 
• Collaborate with internal teams to ensure accurate and timely implementation of benefit selections. 

Consulting & Market Expertise 

• Maintain in-depth knowledge of level-funded, self-funded, and alternative health plan solutions, including captives and PBMs. 
• Stay current on industry regulations and trends to offer innovative, compliant solutions. 
• Utilize analytics and benchmarking tools to enhance client offerings and decision-making. 

Team Collaboration 

• Lead cross-functional efforts to streamline processes, improve efficiency, and deliver outstanding client experiences. 
• Mentor and support team members to drive client satisfaction and operational excellence. 

REQUIRED QUALIFICATIONS/EDUCATION, SKILLS AND/OR EXPERIENCE: 

• 10 years in employee benefits, with at least 5 years in a senior account management or consulting role. 
• Education: Bachelor’s degree in Business Administration, Operations, or a related field. 
• State Life and Health Insurance License required. 
• CEBS (Certified Employee Benefits Specialist) or other benefits industry designation preferred. 
• Proven experience with level-funded and self-funded plans, health plan captives, and PBM solutions. 
• Strong consulting, negotiation, and communication abilities with a track record of retaining and growing client relationships.
• Advanced knowledge of navigating the internet as well as various Microsoft Office programs (i.e., Excel, PowerPoint, Outlook, etc.) 

 KEY COMPETENCIES: 

• Business Development: Expertise in cross-selling, upselling, and driving revenue growth. 
• Employee Benefits Knowledge: Comprehensive understanding of health, dental, vision, and voluntary benefit products, including level- and self-funded plans. 
• Regulatory Expertise: Proficiency in ACA, ERISA, COBRA, and other compliance requirements. 
• Operational Excellence: Strong skills in process management and leveraging technology for efficiency. 
• Client Relationship Management: Skilled in consulting, negotiating, and fostering long-term partnerships. 
• Client-Centric Mindset: Passionate about delivering exceptional client service with a consultative and empathetic approach. 
• Problem Solving & Adaptability: Ability to navigate complex challenges with innovative, flexible solutions. 
• Leadership & Collaboration: Effective in mentoring teams, driving strategic initiatives, and promoting cross-departmental teamwork. 
• Analytical Skills: Strong multitasking, data interpretation, and decision-making capabilities.
• Tech-Driven Adaptability: High proficiency in operating within fast-paced, technology-focused environments. Ability to drive change and foster a culture of continuous improvement 
• Excellent Communication: Ability to clearly articulate strategies, recommendations, and outcomes to both clients and internal stakeholders.  Advanced proficiency in written and verbal communication, including presenting to executive audiences. 

 PHYSICAL DEMANDS: 

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.  Whilst performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to office for meeting and business activities; some air travel may be required. 

WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS: 

The work environment characteristics described herein are representative of those an employee encounters whilst performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Limited or no exposure to physical risk.