Unison Risk Advisors · 4 weeks ago
Client Executive - Group Benefits
Pittsburgh, Pennsylvania, United States
Full-time
Onsite
Senior Level
5+ years expUnison Risk Advisors is focused on providing risk management solutions, and they are seeking a Client Executive to retain and grow their assigned group of accounts. This role involves collaborating with client teams, executing account strategies, and ensuring effective delivery of services to meet client needs.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Responsible to retain the existing business and grow the assigned group of accounts
Serves as the key relationship contact by account at all leadership levels for the assigned book of business with a total book value from $750K to $2M
Achieves TAS (Total Account Selling) goals in collaboration with Sales/Business Development; meets individual cross-selling and up-selling objectives
Provides support as needed to the assigned Senior Client Executive(s) in the management of their account activity and book of business
Develops, leads and executes account strategy with the client and the assigned team of Oswald professionals; develops an annual service plan with focused goals, which includes stewardship, pre-renewal, policy delivery and open item components
Directs and implements cost effective benefit solutions to minimize risk and ensures the selected strategy is effectively designed, communicated and implemented by the account team; responsible for claims and loss control oversight
Pursues innovative alternatives that may lead to more effective client solutions
Ensures the assigned service team maintains the existing account base while having responsibility to identify the opportunity for up selling and cross selling all Oswald Products/Services across business lines
Collaborates with supervisor to identify, quantify and develop a plan to expand the depth of services provided; works closely with internal departments to formulate and execute a sales strategy
Oversees the new client onboarding process, which includes verifying all services sold, understanding client expectations, and the creation of the short-term and long-term plan to deliver services
Directs support team activities to meet the client's specific needs, which include the creation of the annual service calendar, scheduling meeting times and agenda, and other deliverables to be completed by the established client deadline
Responsible to review and approve all client deliverables which may include pre-renewal projection, market evaluation and pricing summary, annual renewal, open enrollment materials, annual utilization review, compliance notifications, wellness information and any other item deemed necessary; may conduct open enrollment meetings
Ensures all client revenue is collected on a timely basis, which may include consulting fees and carrier commissions
Participates in client meetings and ensures meeting notes clearly outline actions needed and the team members responsible for execution and delivery
Formulates the strategic planning process and collaborates with the assigned client team to execute plan specifics for an integrated and comprehensive health management strategy customized to the client’s needs
Initiates the renewal negotiation process with carriers
Trains support staff in the understanding and coordination of key operational activities and processes; develops the skills of team members and their industry knowledge base
Understands the details of Healthcare Reform, HIPAA, COBRA and other legislation, which affects the business unit; guides the client in the execution of the appropriate steps to meet regulatory requirements
Attains further education, coursework and skills development opportunities to obtain professional designations in their field of expertise
Develops leadership capabilities in the planning, execution and delivery of special projects as needed; serves as a change agent where circumstances dictate
Provides effective client stewardship and communication, including uniform reporting and profitability analysis
Maximizes the integrity of account intelligence through timely and accurate updates of key client data in the CRM; this includes the names of business owners, executive staff, board members, center-of-influence relationships, and community/outside board involvement
Qualification
Required
Life, Health & Accident License required
At least 5 to 10 years of industry knowledge is required, to include experience in medical benefits and ancillary lines of coverage
Strong sales aptitude and personal characteristics required
Strong tactical skillset
General understanding of technical concepts – self-funding, different carriers solutions, etc
Strong relationship skills
Ability to execute
Self-starter - Ability to work independently with little oversight
Intuitiveness – knowing when to loop in Client Executive and leadership for escalated issues
Ability to oversee CSA's and provide general tactical oversight
Project management skills – ability to work with internal and external partners to deliver results timely
Significant understanding of self-funding – able to understand and present data, able to view analysts work and carrier renewals and interpret them
Strong technical skills – understands all components of a benefits program
Strong presentation skills – ability to adapt
Sales mindset – ability to identify upsell/cross-sell opportunities
Strategic thinker – able to connect solutions with data
Accountability – overall accountability for anything with a client – wrong, right, indifferent
Strong communication skills – ability to know how and when to communicate
Relationship builder – build relationships with clients, carriers, and internal partners
Strong leadership skills – ability to coordinate all aspects of a project and make sure folks deliver on timelines
Preferred
A college degree is an advantage but not a requirement
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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