Client Service Manager - St. Petersburg, FL

POSITION SUMMARY: · The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned group of accounts. The Client Service Manager contributes t ...

Job description

POSITION SUMMARY:

The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned group of accounts. The Client Service Manager contributes to key business outcomes such as client retention, client satisfaction, enhancing W3's value to our clients and prospects and fostering a culture of performance and continuous improvement. Builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner:

JOB DUTIES:

• Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.
• Accept direction and coaching from team lead and manager, in compliance with the Agency's policies and procedures.
• Proactively demonstrate our high level of commitment to superior customer service, including claims resolution, to group clients and their employees by telephone (preferably) and E-mail on all group insurance products sold by W3.
• Provide ongoing support to clients in person including on-site visits to clients, as needed.
• Initiate pre-renewal meetings to determine client's needs for renewal within the specified department timeline. Coordinate with assigned producer.
• Partner with producer to assist and coordinate new client presentations and renewals.
• Work with marketing specialist to prepare groups' request for proposal (RFP).
• Follow up on RFP with marketing specialist and/or carriers to make sure that proposals are received on timely basis.
• Analyze numerous carrier proposals, select benefits and rates from each carrier proposal, ensuring regulatory compliance. Choose appropriate options for client presentation.
• Review for accuracy the final renewal marketing presentation spreadsheets comparing carrier proposals, as needed. 
• Coordinate and conduct employee meetings.
• Act as a liaison between client and carrier to complete all necessary renewal or new business paperwork.
• Record transactions and document as required in EPIC.
• Finalize new carrier contracts and policies.
• Maintain and update knowledge on relevant compliance requirements for benefit-related regulations (i.e. ACA, ADA, FMLA, COBRA, FSA, etc.).
• Advise clients and their employees with issues pertaining to benefit-related federal and/or state compliance.
• Independently manage and renew insurance contracts for small house non-VIP tier accounts, as assigned.
• Learn and become proficient with benefits administration software supporting W3 clients.
• Assist with the implementation of employee benefits administration software for W3 clients.
• Build and maintain a positive, trusted relationship with each member of our clients' HR team.
• Responsible for completing a network provider search and comparing carrier networks for our clients.
• Actively pursue referral opportunities to other departments.
• Maintain electronic (EPIC) and/or paper files in an orderly, up-to-date manner.
• Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend company sponsored and online classes as necessary.
• Be familiar with and follow Agency guidelines, policies and procedures.

This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.

REQUIRED QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Florida 2-15 Life & Health License Required
• Bachelor's degree, and 3 to 5 years relevant agency experience or equivalent combination of education and experience
• Knowledge of Applied "EPIC" Agency Management System, preferred
• Proficient with Microsoft Office Suite
• Excellent communication skills

COMPETENCIES:

Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.

Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.

Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity.

Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.

Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance Monitors own work to ensure quality.

Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals.; Completes tasks on time or notifies appropriate person with an alternate plan.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

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Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
 
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.  In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. 

*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine Best Places to Work in Insurance 
• 2023 Inc. Magazine's Best Workplaces 
• 2023 Denver Business Journal's Best Places to Work 
• Connecticut Top Work Places  
• Inc. 5000's List of Fastest Growing Companies  
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 
• Kansas City Business Journal's Best Places to Work 
• Charlotte Business Journal's Best Places to Work  
• Los Angeles Business Journal's Best Places to Work 
• The Salt Lake City Tribune Top Work Places 
• Puget Sound Business Journal's Washington's Best Workplaces 
• Wichita Business Journal's Best Places to Work, #1 in extra-large category 
• 2021 Dallas Business Journal's Best Places to Work 
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska 

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.  In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.