- Provide client services for designated clients.
- Book of Business to primarily be composed of smaller groups.
- Working with Underwriting, prepare all renewal submissions, complete benefit, and rate comparison, and communicate strategies with the client.
- Provide strategic direction for each account to support client objectives.
- Stay abreast of markets, products, and competitiveness.
- Act as liaison between the client and company to resolve all normal service issues regarding billing, claims, eligibility, and other client service issues.
- Assist in the generation of renewal information requests and issuing renewal letters.
- Update CRM information during the renewal process.
- Promote the company's service standards and ensure a high existing customer retention rate.
- Develop strong relationships with assigned accounts and brokers.
- Other duties as assigned.
- Bachelor's degree required.
- At least three (3) years of group life and health insurance experience as an Account/Client Manager or Account Executive either within the health insurance industry or within a benefits brokerage environment.
- Strong presentation skills required, including confidence and composure when dealing with senior level audiences.
- Ability to manage multiple clients/projects/initiatives and associates in a fast-paced organization.
- Effective communications, strong client service and problem-solving skills; flexibility and adaptability to changing priorities and deadlines; ability to work in a team setting.
- Insurance license for designated insurance line required within 6 months of hire.
- Ability to work independently and self-motivate.
- Aptitude for working with numbers.
- Ability to accept responsibility and have accountability for own actions.
- Ability to perform work accurately, thoroughly and on time even under stressful conditions.
- Ability to communicate effectively both verbally and in writing.
- Organizational, dependability, and trustworthiness skills are a must.
- Experience in Microsoft Office Suite (i.e., Word, Excel, Outlook, and PowerPoint) and Internet Explorer, as well as other web browsers.
- Employee is required to have at minimum an internet speed of 75 Mbps (standard high-speed internet access).
- Flexibility to work in an office and/or at-home, remote office environment.
- Schedule flexibility is occasionally necessary in this position. Individual may be required to attend key business/departmental meetings and/or perform certain business critical job functions outside of normal working hours.
- Physical Demands: Must be able to communicate internally and externally through receiving and responding to auditory and visual methods.
- Some travel required, depending on business needs.
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Client Manager I - King of Prussia, United States - Worldwide Insurance Services
Description
Job Description
Job DescriptionWe are hiring for a Client Manager I to join the team The Client Manager I will be responsible for an assigned list of accounts that they will be accountable for in terms of customer satisfaction, problem resolution, and retention.
Responsibilities:
Requirements:
Working Conditions:
Internal Pay Grade: 9
The starting pay for this role is $57,411 to $73,199 based on skill level and experience in a similar role.
This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.