Client Renewal Advisor – Group Benefits

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Green Bay, United States 5G Benefits & Insurance Full time

**Ideal candidate will be located in Green Bay, De Pere, Kaukauna or surrounding cities.


We are growing and excited to add another amazing opportunity to our team as a Client Renewal Advisor – Group Benefits in the Green Bay area This is a fully remote position but will require commuting to and from client meetings within the area on a regular basis. If you have prior experience working in employee benefits, enjoy relationship building, and are detail-oriented, this is the role for you


Responsibilities

  • Develop personal relationships with clients to ensure that they receive expert advice and services when they need it most
  • Proactively work the renewal cycle on all lines of business
  • Manage the renewal process including agency management documentation, verifying requested coverages, and reviewing policies for accuracy
  • Proactively prepare client deliverables for renewal and new business as required by carriers and clients.
  • Identify opportunities for cross-sell and up-sell of products and services when appropriate for the clients’ needs
  • Manage, organize, and conduct client meetings when necessary (Both at renewal time and as requested for employee facing meetings - in person and/or virtual)
  • Listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues
  • Serve as a subject matter expert on the client's plans and administrative procedures and as the key resource for day-to-day issues
  • Direct the team on handling plan or client specific questions, keeping the team updated on client-specific information


Qualifications

  • Active life and health licenses in the state of Wisconsin
  • Preferably 5+ years of experience working in group benefits/insurance
  • Strong emphasis on customer service and relationship building
  • Excellent verbal and written communication skills
  • Willingness to commute to and from client meetings


  • Green Bay, United States 5G Benefits & Insurance Full time

    **Ideal candidate will be located in Green Bay, De Pere, Kaukauna or surrounding cities. We are growing and excited to add another amazing opportunity to our team as a Client Renewal Advisor – Group Benefits in the Green Bay area! This is a fully remote position but will require commuting to and from client meetings within the area on a regular basis. If...

  • Financial Advisor

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Bowling Green, United States Lead Advisor Full time

    Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning...

  • Financial Advisor

    6 days ago


    Bowling Green, United States Lead Advisor Full time

    Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor.Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning...

  • Employee Benefits Account Manager

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Green Bay, United States 5G Benefits & Insurance Full time

    We are excited to add an additional Employee Benefits Account Manager to our team to keep up with the growth! If you have prior experience working in employee benefits, have a strong focus on customer service, and are detail-oriented, this is the role for you! ResponsibilitiesServe as the main point of contact for ongoing plan administration, service...


  • Green Bay, United States 5G Benefits & Insurance Full time

    ****Must reside in the state of Wisconsin, but this is a fully remote position. We are excited to add an additional Employee Benefits Account Manager to our team to keep up with the growth! If you have prior experience working in employee benefits, have a strong focus on customer service, and are detail-oriented, this is the role for you! Responsibilities ...

  • Employee Benefits Account Manager

    Found in: Appcast Linkedin GBL C2 - 7 days ago


    Green Bay, United States 5G Benefits & Insurance Full time

    ****Must reside in the state of Wisconsin, but this is a fully remote position.We are excited to add an additional Employee Benefits Account Manager to our team to keep up with the growth! If you have prior experience working in employee benefits, have a strong focus on customer service, and are detail-oriented, this is the role for...

  • Client Associate/Registered Client Associate

    Found in: beBee jobs US - 2 weeks ago


    Green Bay, Wisconsin, United States Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors...

  • Service Advisor

    Found in: Talent US C2 - 2 weeks ago


    Bowling Green, United States Martin Automotive Group Full time

    Martin Automotive Group is searching for a Service Advisor to join our team at our Martin Kia location! We believe our continued success and future growth is attributed to our employees. Responsibilities: Greet customers promptly Obtain customer and vehicle information Clearly report all vehicle symptoms as described by the customer Determine and recommend...

  • Service Advisor

    2 weeks ago


    Bowling Green, United States Martin Automotive Group Full time

    Job DescriptionJob DescriptionMartin Automotive Group is searching for a Service Advisor to join our team at our Martin Kia location! We believe our continued success and future growth is attributed to our employees.Responsibilities: Greet customers promptlyObtain customer and vehicle informationClearly report all vehicle symptoms as described by the...


  • Green Bay, United States APR Full time

    Job DescriptionJob DescriptionJob Location: Green Bay, WIJob Title: Client Service Manager | Commercial LinesCommercial Lines Account Manager | Focusing on Small to Middle Market Clients Flexible Work Arrangement: Embrace the future of work with our fully remote option, tailored for the exceptional candidate. Occasional office visits meld the best of both...

  • Service Advisor

    Found in: Resume Library US A2 - 1 week ago


    Bowling Green, Kentucky, United States Martin Automotive Group Full time

    Martin Automotive Group is searching for a Service Advisor to join our team at our Martin Kia location! We believe our continued success and future growth is attributed to our employees. Responsibilities: Greet customers promptly Obtain customer and vehicle information Clearly report all vehicle symptoms as described by the...


  • Green Bay, United States Dell's Service Center Full time

    Job DescriptionJob DescriptionHuron Automotive is currently looking for a service advisor to join our team! As a service writer, you will play a key role in making sure our customers get their vehicles serviced with the repair needed, while educating them through the process.What We Do – We specialize in servicing domestic vehicles and general auto repair....

  • Solar Advisor

    1 week ago


    East Bay, United States Apricot Solar Full time

    Job DescriptionJob DescriptionAt Apricot Solar, we are committed to helping people and the environment. Our mission is to install solar on every rooftop, of every home, in the U.S. while providing the opportunity for every family we serve to save money, add value to their homes, and improve the quality of their life through renewable technology. Apricot...


  • Half Moon Bay, United States H&R Block Full time

    Job Description: At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong. We strive to continuously improve our...


  • Green Bay, United States Palmer Group Full time

    Job DescriptionJob DescriptionPalmer Group is partnering with a client looking for a Electrical & Instrumentation Journeyman. In this position, you will install, maintain, and troubleshoot site instrumentation, control systems, and electrical equipment to ensure safe operations and maximize production availability. If this opportunity interests you, apply...

  • HVAC Sales Tech​/Comfort Advisor

    Found in: beBee jobs US - 2 weeks ago


    Green Bay, Wisconsin, United States P.E.A.C.H. Teams Full time

    Apply Today and Join our Team$75-225k Income OpportunityThis position provides the customer options, design and education in the sale or replacement of residential or commercial HVAC Systems.RequirementsMeet and exceed client expectations for serviceMeet predetermined goals for efficiency and qualityMaintain a professional image that sets the example for...


  • Green Bay, United States Professional Services Group Full time

    Job DescriptionJob DescriptionIn-Home Mental Health Therapist - $1,500 SIGN-ON BONUS!PSG/CIP is a multi-service community-based social services organization that fulfills its mission of helping individuals and families to achieve their greatest potential through dynamic, cost effective and innovative programming responsive to the needs of diverse...

  • Planning Analyst

    1 week ago


    Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionHantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual    client. We deliver a team of professionals that are experts in their specific disciplines, yet...


  • Bay City, United States Hantz Group Full time

    Job DescriptionJob DescriptionFinancial Planning Assistant             Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them   achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that...


  • Palm Bay, United States ViziRecruiter Full time

    Level: Life & Retirement Job Family: Life & Retirement Division Overview Job Description This position offers exceptional uncapped earning potential, including a base salary, commissions, incentive bonuses, and trailers. With the expectation ... Responsibilities Performance You have access to current clients and book of business. Engaging with existing and...