Client Success Executive (bilingual)

Client Success Executive

(Bilingual English & Spanish)

Miami, FL / Hybrid

True Benefit is conducting a candidate search looking to hire a Client Success Executive for Miami, Florida.

Founded in 2000 and acquired as an operating company of Amwins Group in 2016, True Benefit assists businesses in developing comprehensive strategies for their employee benefit programs. True Benefit acts as a program manager for health care underwriting and has $1.8B+ of health care premium under plan management for over 153,000 insured employees. Please visit our website at

The parent, Amwins Group, is the largest wholesale property & casualty brokerage and group insurance administrator in the US with annual placed premiums over $44.5B. We are privately held with the employees owning the majority stake. Amwins has 65+ operating companies across 5 divisions, over 175+ global locations, and 7.5k employees. Amwins has expertise across a diversified mix of property, casualty and group benefits products, and offers value-added services to support these products, including product development, underwriting, premium and claims administration, and actuarial services. Please visit our website at

Position Summary

This is a client-facing position, working primarily on-site at multiple client locations, reporting to the VP Client Success. The position requires daily ongoing contact with our client’s Human Resource Business Partners, Key Account Executives, and Client Relations Executives as well as their employer and customers. Communication interaction includes face-to-face meetings, email, phone, web meetings, etc. to understand their needs and collaborate on the best holistic retention strategies and process improvement solutions for our client and their customers. The right individual for the position will be a highly motivated self-starter with the ability to work autonomously. Must have a proven track record in group health insurance, employee benefits and account management. This individual will manage, retain, and foster the growth of an existing block of business gaining exposure to all aspects of the business with a specific focus on profitable client retention and implementation in collaboration with other client stakeholders and business owners to maximize account management effectiveness.

Responsibilities

• Overall management of assigned book of business with a primary focus on retaining the “best-fit” employer-customer, identifying profitable employer-customers and growing Worksite Employee counts in support of client’s business objectives.
• Communicate, lead, and influence others to achieve desired goals and objective of annual retention plan in assigned market(s).
• Identify at risk employer-customers and formulate strategic action plans using in depth understanding of Group Health Insurance, Employee Benefits and product positioning including benefit analysis, plan design comparisons, premium contribution modeling and other tools to drive client retention.
• Using risk management techniques, work both proactively and reactively to balance multiple carrier loss ratios against client’s business and sales growth objectives by identifying high risk employer-customers and developing strategies to ensure premium adequacy and retention.
• Identify and implement continuous process improvements related to employer-customer implementation, open enrollment, and benefit service support teams.
• Assist in developing and facilitating training curriculum for key stakeholders.
• Build strong cross-functional collaborative relationships with our client’s implementation, Carrier Relations and Benefit Service team and other internal/external constituents to meet plan and market objectives.
• Regular travel to key employer-customers and client locations within primary assigned market. Approximately 25% travel.

Qualifications

• Excellent communication and presentation/trainings skills. Bilingual English and Spanish language skills required.
• Prior experience with Human Capital Management (HCM) Vendor/Solutions and/or Professional Employer Organization (PEO) preferred.
• Must be a team player with ability to work independently in a fast pace, exciting environment
• Ability to articulate health benefits and a HCM value proposition with an understanding of its impact on an organization’s P&L.
• Proactive, self-starter with demonstrated creativity and ability to multi-task.
• Extremely positive demeanor.
• Strong working knowledge of managed care delivery system and Health Care Reform (e.g., PPACA, etc.).
• Minimum of 5-years of experience in Account Management (health insurance industry)
• Licensed Producer (option to obtain license within first 90 days of employment).
• Proficient in PowerPoint, Word, Excel and Power BI or other Business Intelligence tools.

Travel Locations

• One annual 5-day trip to the client’s National Open Enrollment conference in early February; location TBD by client.
• During Open Enrollment (February through May) weekly travel required to the primary work locations; may include overnight stays as applicable.
• At minimum, quarterly travel to client’s regional headquarters in Miami, FL; additional travel required with sufficient notice.