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Client Service Manager
3 months ago
These are just some of the things our employees like about working at R&R Insurance; recent award winner of Great Places to Work in InsuranceR&R Insurance Services, Inc., one of the largest independently owned agencies in the Midwest, continues to grow and prosper.
Use your professional expertise and talent to help educate and solve client problems relating to their benefit programs.
Join our Knowledge Broker team and be proud of the company you work forRESPONSIBILITIES:
The main responsibility is to assist the Sales Executive and Account Team in servicing the needs of our clients.
The ideal candidate will have working knowledge of all phases of the renewal process and support that process as needed, along with the Sales Executive.
This includes overseeing the marketing process, assisting with the renewal efforts, and with the coordination of services between the client and the insurance company.
Initiate correspondence with clients and vendors on all benefits-related matters.Attend training sessions, conferences/webinars and vendor meetings in an effort to stay up-to-date with industry trends.
Collaborate with the Sales Executive and Financial Analyst as needed; on benefit, cost, and plan design and market alternatives.
Organize, outline and prepare in collaboration with the Sales Executive renewal and other benefits-related meeting presentations.
Lead marketing efforts from beginning to end, including collecting necessary data/information, drafting proposal requests and preparing summary exhibits for the Sales Executive to present.
Work in concert with the Sales Executive to manage vendor relationships and work with vendors on implementations, issue resolution, performance monitoring and document finalization.
Collaborate with compliance resources to ensure that client questions and concerns are addressed.Assist clients with annual/open enrollment planning; prepare materials, fulfill and distribute materials and present enrollment presentations to employee groups, as needed.
Demonstrate a commitment to career advancement by participating in continuing education programs, including obtaining and maintaining a Wisconsin Life, Accident and Health license and pursuing a CEBS or other related designation.
Assist with employee claim issues, missing ID cards and claim appeals. Some billing, enrollment and eligibility assistance may also be required to support employer groups.WHY WORK FOR R&R?R&R offers careers, not just "jobs" Every other Friday afternoon off, all year longOpportunity to express yourself through a variety of company sponsored committees ranging from Wellness to LeadershipCompany paid continuing education and training coursesFamily friendly work environment with a 37.
5 hour work week401K with company match and annual profit sharingBenefits include:Medical, Dental, Vision, Flex Spending Accounts, Life/AD&D, Disability, Critical Illness, Accident, and Identity Theft ProtectionCompetitive salary commensurate with experienceDiscounts to local area attractionsCommunity involvement through creative fundraising eventsDiscount on personal auto and homeowners insuranceSee why R&R continues to grow and be successful.
Apply today and join the Knowledge Broker Team