- Manage a portfolio of small group clients (mostly 20 to 100 employees) throughout the benefits lifecycle and serve as their primary point of contact for all insurance-related issues.
- Provide support and/or lead solution development efforts with Advisors to best address client needs (cross-selling when needed)
- Serve as point of contact for carriers and clients regarding any issues or clarification they may need with their policies (or compliance) via phone, email, or in-person.
- Manage internal processing on assigned accounts along with marketing, quoting, and placing of new and renewal risks (alongside the Advisor)
- Conduct regular client meetings and provide ongoing education and support on insurance products and services.
- Coordinate proposals and other supplemental materials.
- Participate in other benefits related project work.
- For every interaction, document in Benefit Zone (agency management system), then communicate critical information to the Advisor when needed.
- Stay current in the Benefits marketplace: carriers, underwriting requirements, healthcare reform, compliance, etc.
- BA/BS degree or equivalent work experience
- At least 2 years' experience with health and ancillary benefits (or HR background) is desired.
- Strong technical skills and experience with HR systems and databases.
- Strong problem-solving and analytical skills.
- Excellent attention to detail and ability to manage complex data.
- Effective communication skills and ability to work collaboratively with all internal and external stakeholders.
- Work well under pressure in a fast-paced, ever-changing environment.
- Superior organizational skills and great follow through on tasks
- Be a problem solver at heart with a genuine interest in learning.
- Ability to manage multiple tasks and priorities effectively.
- We make it better. We create and foster a culture of continuous learning. As a team, we think strategically and innovate inside every process. We desire to surround ourselves with thought leaders and strive to become them. We are focused on excellence.
- We care deeply. We are loyal, genuine, and compassionate. We believe in abundance versus scarcity and are kind and thoughtful. We want our relationships to be life-giving within our team and externally with our clients and vendors. We choose to believe the best, give others the benefit of the doubt and value positivity.
- We provide meaningful solutions. Our team is committed, engaged and diligent to solve problems. We make it right and we are diligent to advocate on behalf of our clients. We believe it is everyone's job to ensure clients are served at the highest level, and while we each play a different role in making that happen, we know our job at times may supersede our roles and for the client, we do what it takes, every single time.
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Employee Benefits Client Manager - Columbia, United States - TIG Advisors
Description
The Client Manager is a sharp, personable, highly organized, resourceful problem-solver who ensures our clients' benefits needs are met throughout the annual benefits lifecycle. Our clients often don't have the bandwidth to tackle the complexities of health insurance and benefits. The ecosystem is often with confusing jargon, frustrating delays or errors, and a multi-decade aggregation of mounting costs. TIG Client Managers help our clients navigate the intricacies of benefits by simplifying the complex, providing great service that acts as a buffer for the expected friction, and sourcing creative solutions that help decision-makers balance their employees' needs with the bottom line. Client managers have a heart for serving others and for helping our clients be the hero. They are motivated by avoiding and resolving problems, and they possess a resiliency to navigate complex and sometimes messy situations. They are comfortable in supportive roles where they are respected for their expertise, yet willing to collaborate with other stakeholders.
What You'll Do as a Client Manager
What You Will Need
TIG's Core Values
