About the Role
As Senior Employee Benefits Client Manager, you join a progressive insurance agency that has grown so rapidly (and will continue to do so) that its current staff has reached capacity. Built like a consulting firm, you’ll have the opportunity to work on complex cases as a key member of the service team.
Duties & Responsibilities
Your primary responsibilities involve relationship development with current clients and executing service strategies. Key responsibilities include:
- Work closely with the producer and internal service team to plan, execute, and track customized service strategies for each client
- Manage proposals, providing a summary of programs and options, service plan, and other deliverables
- Strengthen client relationships, meeting in-person to build rapport and trust as well as discuss tactical issues like coverage terms and conditions, timely renewal execution, open enrollments, billing, claims, and any other issues
Skills & Experience
- Minimum two (2) years of comparable experience in client service; retail agency experience is required
- Active state insurance license