Client Relationship Manager - Wyckoff, United States - Yoh, A Day & Zimmermann Company

    Yoh, A Day & Zimmermann Company
    Yoh, A Day & Zimmermann Company Wyckoff, United States

    2 weeks ago

    Yoh, A Day & Zimmermann Company background
    Description
    Job Description

    Client Relationship Management- Underwriting Analyst

    A services company, specializing in providing companies with administration services for their insured international employee benefits ("IEB"), is seeking to recruit a Client Relationship Management- Underwriting Analyst

    Reporting to the VP, Client Relationship Manager the successful candidate will be responsible for the management of existing accounts and providing Technical support


    Primary Responsibilities:
    Working with Client Relationship Manager (CRM) and Technical Services (TS) team to support the client account management.
    Help create and nurture relationship along with the assigned CRM with clients' Risk Management and HR/Benefits team
    Responsible for managing weekly client calls and issue minutes of all calls/meetings.
    Support CRM to actively manage assigned accounts and address client needs and queries effectively within the set turnaround time and ensure compliance with all SLA/KPI's
    Maintain and ensure accuracy of client trackers including upcoming renewals, migration, country issues etc...
    Help to proactively resolve services issues where needed
    Work on various presentations and various client reporting requests and ensure timely delivery
    Responsible for preparing underwriting models for renewals new business and and presenting underwriting results to the CRM for all line of business, Medical, Life, Disability and Accident that includes:
    Calculating and suggesting premium levels with respect to the risk under assessment
    Modelling the forecast cost of benefit changes for clients' local business units
    Mid-year underwriting and budgeting exercises for the clients
    Produce other ad hoc financial reports as required for the clients
    Other responsibilities and duties as directed from time to time by CRM and/or the Management Team


    Candidates should possess the following:
    Minimum of 3-5 years of relevant insurance experience, or Bachelor's degree required with preferably business or actuarial related qualification.
    Understanding of underwriting and risk management especially in employee benefits Insurance
    Ability to communicate effectively and efficiently with clients and senior management and work under minimal supervision whilst meeting deadlines
    Experience in analytics and interpreting written material and quantitative data to draw conclusions
    Proficient in Microsoft Office suite of applications especially Excel,
    Must be a team player
    Bachelor's degree required with preferably business or actuarial related qualification.

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