- Establish strong relationships with assigned clients, taking joint responsibility for client service and retention in the absence of a Client Executive.
- Create and manage service plans when a Client Executive is not available, ensuring completion of activities and tasks as scheduled.
- Develop and maintain agency relationships with carriers, vendors, underwriters, and other service providers.
- Handle complex client, producer, and insurer service requests with a focus on timeliness and thoroughness.
- Obtain Life and Health License within 75 days of New Hire Onboarding.
- Minimum of five years' experience in group/individual benefits with knowledge of insurance coverage and carrier products.
- Proficient in basic computer tools and technology.
- Excellent presentation skills for effective communication.
- Willingness to travel as needed.
- Detail-oriented, organized, and works well under pressure.
- Strong analytical and communication skills.
- Confident and able to engage with individuals at all levels.
- Extended computer work periods.
- Prolonged sitting/standing in the work area.
- Clear and professional communication in person and over the phone.
- Possibility of air or ground travel for job-related purposes.
- Ability to lift and carry items weighing at least 20 pounds.
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Employee Benefits Client Manager - Chicago, United States - The Horton Group
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Description
JOB TITLE: Client Manager
REPORTS TO: Team Manager / Operations Support Supervisor
EXEMPT/NON-EXEMPT: Exempt
DIVISION: Employee Benefit Solutions
GENERAL OVERVIEW – Concise Summary
The Client Manager is responsible for delivering top-notch services to clients in collaboration with client executives, producers, and team managers. They play a crucial role in ensuring the fulfillment of promised services to clients, assisting in account solicitation, and retention. Additionally, they are involved in various aspects including plan design consultation, implementation, enrollment services, technology support, and employee communication.
KEY RESPONSIBILITIES include the following.
REQUIREMENTS AND ABILITIES
BEHAVIORAL EXPECTATIONS
Maintain a positive work environment by interacting positively with customers, clients, colleagues, and management. Uphold corporate values of being Driven, Excellent, and Together.
WORK ENVIRONMENT
Dynamic and fast-paced setting, requiring adaptability to changing schedules and potential travel.
PERFORMANCE STANDARDS
This description outlines essential responsibilities at The Horton Group. Additional duties may be assigned to support these essentials.
PHYSICAL DEMANDS
No part of this description establishes employment terms between The Horton Group and its employees. The contents of this description are subject to revision without prior notice.