Client Relationship Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


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

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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