The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.
Position Summary:
The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.
Principal Responsibilities:
- Manages all policy activity and stewardship aspects in book of business.
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA.
- Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
- Conducts effective enrollment meetings as needed with prepared collaterals.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
- Manages some house accounts without assistance from leadership and/or an Advisor.
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
- Cultivates strong relationships with insurance company partners.
- Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources.
- Presents risks to the insurance marketplace for quoting, as needed.
- Receives phone calls and email requests for options and changes to existing coverage and/or new policies.
- Meets with clients at the firm office or occasionally at their place of business.
- Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.
Education, Experience, Skills and Abilities Requirements:
- Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).
- 5+ years of insurance related experience.
- Demonstrated effective presentation skills through both verbal and written communications.
- Working knowledge of appropriate software.
- Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture.
Special Working Conditions:
- Fast paced, multi-tasking environment.
- Some travel may be required.
Important Notice:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:- Manages all policy activity and stewardship aspects in book of business.
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA.
- Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
- Conducts effective enrollment meetings as needed with prepared collaterals.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
- Manages some house accounts without assistance from leadership and/or an Advisor.
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
- Cultivates strong relationships with insurance company partners.
- Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources.
- Presents risks to the insurance marketplace for quoting, as needed.
- Receives phone calls and email requests for options and changes to existing coverage and/or new policies.
- Meets with clients at the firm office or occasionally at their place of business.
- Looks for opportunities to improve the firm, Business Segment, and processes.
- Brings issues and discrepancies to the attention of appropriate leadership.
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