Relationship Manager

3 weeks ago


El Paso, United States Insight Global Full time

Must Haves

  • At least 2-3 years of related insurance experience
  • Life & Health Insurance Producer License - non negotiable


Plus

  • Bachelor's degree is preferred
  • Previous insurance industry experience with a brokerage or agency environment
  • Experience with Benefits Administration platforms: Ease, Employee Navigator, Flock
  • Experience with insurance quoting platforms: Zywave
  • Relationship/Account management experience
  • Demonstrated proficiency in managing client relationships with multiple products
  • Extensive experience building relationships and understanding a client's needs
  • Prior experience managing service recovery
  • Previous experience with HCM software: Oracle, Workday, ADP, UKG



Job Description:


Relationship Management

  • You will serve as the client’s primary contact, acting as a liaison, serving as an internal client advocate.
  • Maintain a comprehensive understanding of your dedicated client’s group health portfolio and other internal services and coordinate communication among various business partners.
  • Act as a liaison between clients and company, collaborating with other internal partners including Product Management, Implementation, Payroll, Sales and more.
  • Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business.
  • Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience.


Group Benefit Support & Administration

  • Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides.
  • Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages.
  • Handle all aspects of benefits renewals, including negotiating with carriers to secure the best rates and terms for clients.
  • Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes.
  • Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims.
  • Maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation.


Client Retention

  • Maximize client retention by working with clients, carriers, and external partners to resolve issues that may impact the client relationship.
  • You will proactively ensure client satisfaction through regular touchpoints soliciting feedback on existing group health benefit offerings and future needs, acting as appropriate (ie: quoting, upselling, remarketing).
  • You’ll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics.



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