About the Role
A Texas based independent insurance and financial services agency seeks an Employee Benefits Client Service Supervisor. You manage the client service team and oversee all account management activity, focusing on a high level of client satisfaction and retention. Behind the scenes, you support team collaboration and development, skills development, and participate in strategic discussions with the sales and executive team.
Job Specs
Location: South Houston-Galveston area. Because this is a management position significant time working in the office is important, however the agency fully supports work/life balance and can accommodate a hybrid schedule that makes sense for everyone
Duties and Responsibilities:
- Support the client service strategy around employee benefit programs with the average account being 50-250 lives. Participate in year-end activities, aligning workloads and helping team members with renewals, open enrollments, and daily policy issues as well as serve as a key resource on benefits-related questions.
- Support revenue generating opportunities. Promote upsell, cross-sell, and referral strategies in concert with the sales team.
- Participate in hiring and recruiting activities including onboarding, training, and career development plans.
Experience: Qualified applicants have at least five (5) years of health and welfare insurance industry experience in client service stewardship. Active state insurance license is required.