Job Type
Full-time
WHO YOU NEED TO BE- You are the best of the best! You are highly valued by your service team and clients alike, with a proven track record of keeping them delighted.
- With over 5 years of expertise and experience, you are skilled at ensuring the seamless execution of new and renewal marketing, placement, and policy delivery to both producers and clients.
- Demonstrate proactivity by anticipating potential obstacles and taking steps to prevent them before they occur.
- Exceptional at managing expectations and ensuring that deadlines are met with internal team members, carrier/vendor partners, and clients.
- Your ability to service accounts is outstanding, and you know that quality is key. Your attention to detail, excellent organizational skills, and math proficiency are just some of your best traits.
- Excellent communication skills, essential for presenting renewals to clients and delivering open enrollment presentations to employees, with the ability to provide non-technical explanations of technical matters and summarize and present information in a clear, concise, and accurate written and verbal format.
- Able to provide technical expertise, industry knowledge, and excellent client service skills to meet the needs of clients and address any difficulties they may encounter.
- You're also a quick learner, and technology is your friend - you usually know all the shortcuts and what you don't know, you learn quickly.
- You have an active Life & Health license. If you have a college degree, that sends you to the top of the list, but it is not required. If you have an insurance designation, that is even better!
- You're always ready to step up and take on new duties when necessary.
THE JOBA
Senior Client Manager (Large Group) contributes to C3's success by performing the following:
- Acting as the primary point of contact for clients in your book of business, building strong relationships and ensuring their satisfaction with our services.
- Responding to and resolving routine issues clients may encounter regarding benefit services and coverage questions in a timely manner.
- Collaborating with Client Service Executives (CE) on more complex accounts to conduct strategic planning meetings, prepare marketing strategies, and identify opportunities for additional coverage.
- Work with General Agent partners on smaller clients utilizing readily available resources
- Conducting or overseeing marketing efforts, negotiating rates, reviewing quotes and coverages for competitiveness and accuracy.
- Preparing and reviewing renewals, proposals, and open enrollment materials to ensure they are accurate and complete in content, compliant with company and regulatory guidelines, and reflect a professional appearance.
- Working closely with carrier representatives to ensure smooth implementation of new plans.
- Reviewing policies, contracts, EOCs, and summaries for accuracy and ensuring clients receive them timely to distribute to their employees.
- Keeping clients in compliance by preparing required documents, filing 5500s, completing required annual reporting or testing, etc.
- Conduct employee open enrollment meetings to communicate benefit options.
- Maintain client files in C3's Applied Epic agency management system.
- Audit invoices post-renewal to ensure accuracy.
- Support producers in securing new business.
- Be willing to train other team members and share expertise.
THE FINE PRINTWork Environment & Physical Demands- Occasional local travel to visit clients may be required.
- You must be able to use a keyboard and other office equipment.
At C3 Risk & Insurance Services, we offer:- Competitive salary
- 100% employer-paid benefits
- 401K match
- Opportunities for growth
- Flexible working schedules
- Unlimited PTO to support work/life balance (with a two-week minimum)
- Fun atmosphere
- No micromanagement
- Opportunity to work from home/remote
The applicable base salary range for this role is $115,000 to $135,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
Salary Description
$115,000 - $135,000 per year
