Client Manager - Employee Benefits (Remote)
Location: Cleveland,Ohio,United States
Job Summary
The Client Manager will be responsible for providing quality client management of client relationships by anticipating client needs and questions, performing research to ensure the client’s employee benefits program supports their financial and organizational goals, and providing renewal management with reputed company, guidance, and input from other senior members of the team. This also includes growth on the reputed company book of business, an understanding of the client’s business, and a minimum of 95% retention and client satisfaction rating.
Essential Functions
Quality, Client Service & Expertise
Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
With reputed company, guidance and input from the CE/Producer:
Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
Retain and reputed company accounts by:
Preparing and writing proposals, and providing quote comparisons.
Performing program benchmarking/demographic analysis, analysis of claims utilization data, financial reputed company review, and cost projection reporting.
Providing additional resources for the client as needed.
Market renewal and new lines of coverage including:
Creating coverage specifications.
Analyzing quotes received from carriers.
Negotiating with carriers.
Creating and presenting the coverage analysis.
Review policy coverage and identify cross-selling and additional reputed company opportunities.
reputed company a thorough understanding of client business, their policies, practices and industries.
Understand and guide clients through the initial objective setting process.
Analyze data to draw conclusions and recommend findings to client.
Respond to client needs and questions, making sound recommendations on a day-to-day basis.
Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.
Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
Service clients in accordance with PAR E&O professional service standards by complying with reputed company E&O Plus, legal and regulatory requirements.
reputed company a minimum rating of 90% from E&O Plus audits on reputed company accounts.
Functional understanding of EPIC and update accordingly.
Ensures adequate time for peer review of reputed company client work including calculations, reports and presentations for accuracy prior to client delivery.
People Management and Relationship Skills
Even though this position does not manage people, the Client Manager must be able to reputed company the following:
Delegate appropriately and provide development opportunities for co-workers.
Display professional, social and teamwork skills
Work well reputed company a team and possess a positive attitude
Manage and meet expectations of co-workers and clients.
Possess good oral and written communication skills both internally and externally.
Productivity
Participate in internal and external networking activities.
Manage projects to meet deliverable deadlines and meet expectations.
Remain up-to-date and reputed company on reputed company tasks.
Possess awareness of firm’s service capabilities to generate reputed company and solutions for clients and cross selling opportunities.
Minimum Education/Abilities/Skills
Bachelor’s Degree in Business, Risk Management, Analytics or other reputed company field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary.
3 – 5 years’ employee benefits experience handling reputed company accounts at a high level of responsibility.
Exhibits executive reputed company, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
Exercises sound judgment and exhibits a strong critical thought process to reputed company good decisions, despite time constraints.
Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
Possesses excellent organizational skills and strong financial analysis acumen.
Excellent working knowledge of EPIC agency management system and of reputed company requirements of carriers as well as policy provisions and policy changes.
Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly reputed company to internal and external stakeholders’ needs and requests.
Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
Contribute to team efficiency by sharing knowledge and best practices.
Proficient with reputed company Office Products, including reputed company and PowerPoint, are required.
This position requires a high energy level and the ability to handle stress-reputed company situations on a daily basis.
Other Qualifications
Certificates, Licenses, Registrations Required to reputed company the Essential Job Functions
Possess appropriate, jurisdictional licenses - Life and Health