Employee Benefits Client Relationship Manager

Lawley

$71K — $119K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of insurance experience in project management or similar role
  • Life Accident and Health License; insurance designations preferred
  • Bachelor's degree in communications or related field
  • Demonstrated leadership skills
  • Proficiency in benefit products, documents, and usages
  • Strong computer skills, especially in Excel
  • Excellent attention to detail and organizational skills

Responsibilities

  • Manage complex client relationship processes
  • Coordinate communication across various departments and stakeholders
  • Develop and ensure follow-through of strategic initiative documents
  • Provide leadership and technical guidance for superior customer service
  • Serve as a resource for the Employee Benefits division
  • Maintain accurate documentation of all client interactions
  • Achieve and maintain a client relationship goal of 95% or greater

Benefits

  • Opportunities for continued education and career growth
  • Supportive team environment
  • Access to resources and training to enhance skills
  • Engagement in diverse and meaningful projects
Full Job Description
These are the fundamental components of the job:

  • Manage the overall client relationship process for complex accounts
  • Coordinate communication with client in all aspects, working closely with Partners, Benefit consultants, Group and Medical Marketing Account Managers, Underwriting, Health Management Strategists and Claims Analyst
  • Develop, coordinate and assure follow through of client strategic initiative documents
  • Provide leadership and technical guidance needed to support superior customer service
  • Act as a resource for all aspects of Lawley's Employee Benefits division
  • Maintain complete and accurate documentation of all tasks in computer system
  • Reach and maintain client relationship goal of 95% or greater


Other functions of the job:

  • Expand and grow in your role when supporting miscellaneous duties as requested


Skills / traits that we value for this role:
  • Insurance experience in project management or similar role for 6 years or more
  • Life Accident and Health License; insurance designations preferred
  • Bachelors' degree in communications or related field
  • Demonstrated leadership skills
  • Relevant knowledge of benefit products, documents and usages
  • Computers skills are a must; including proficiency in Excel
  • Ability to work well independently and on a team
  • A passion to make customers and coworkers feel important and valued
  • Incredible attention to detail and organizational skills
  • Open to continuing education, college degree preferred
  • Positive attitude, even in a fast paced environment
  • Capability to work quickly and efficiently
  • Methodical, yet swift decision making skills
  • Precise verbal and written communication skills, even under time constraints

The compensation range for this position takes many factors into consideration including but not limited to: years of experience/training, skill set, and licenses/designations. It is not typical for an individual to be hired near the top of the range for a position as circumstances and location can vary in every hiring situation. A reasonable estimate of the current range is $71,706.08 to $119,510.13.

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