Client Manager I

We are seeking a Client Manager I to join our Client Management team! The Client Manager I will be responsible for an assigned list of accounts that they will be accountable for in terms of customer satisfaction, problem resolution, and retention.

Responsibilities:

• Provide client services for designated clients.
• Book of Business to primarily be composed of smaller groups.
• Working with Underwriting, prepare all renewal submissions, complete benefit, and rate comparison, and communicate strategies with the client.
• Provide strategic direction for each account to support client objectives.
• Stay abreast of markets, products, and competitiveness.
• Act as liaison between the client and company to resolve all normal service issues regarding billing, claims, eligibility, and other client service issues.
• Assist in the generation of renewal information requests and issuing renewal letters.
• Update Salesforce.com CRM information during the renewal process.
• Promote the company's service standards and ensure a high existing customer retention rate.
• Develop strong relationships with assigned accounts and brokers.
• Other duties as assigned.

• Bachelor's degree required.
• At least three (3) years of group life and health insurance experience as an Account/Client Manager or Account Executive either within the health insurance industry or within a benefits brokerage environment.
• Strong presentation skills required, including confidence and composure when dealing with senior level audiences.
• Ability to manage multiple clients/projects/initiatives and associates in a fast-paced organization.
• Effective communications, strong client service and problem-solving skills; flexibility and adaptability to changing priorities and deadlines; ability to work in a team setting.
• Insurance license for designated insurance line required within 6 months of hire.
• Ability to work independently and self-motivate.
• Aptitude for working with numbers.
• Ability to accept responsibility and have accountability for own actions.
• Ability to perform work accurately, thoroughly and on time even under stressful conditions.
• Ability to communicate effectively both verbally and in writing.
• Organizational, dependability, and trustworthiness skills are a must.
• Experience in Microsoft Office Suite (i.e., Word, Excel, Outlook, and PowerPoint) and Internet Explorer, as well as other web browsers.
• Employee is required to have at minimum an internet speed of 75 Mbps (standard high-speed internet access).

• Flexibility to work in an office and/or at -home, remote office environment.
• Schedule flexibility is occasionally necessary in this position. Individual may be required to attend key business/departmental meetings and/or perform certain business critical job functions outside of normal working hours.
• Physical Demands: Must be able to communicate internally and externally through receiving and responding to auditory and visual methods.
• Some travel required, depending on business needs.