Client Manager
3 weeks ago
Client Manager - Small Group
- Manage client service for an assigned portfolio, which includes onboarding new clients and acquiring and maintaining up-to-date benefit plan documents
- Contribute to analyzing benefit plan coverage gaps, designing strategies for cost savings, and developing renewal plans tailored to client needs
- Assist in coordinating policy marketing efforts and vendor negotiations, evaluating carrier options, and providing summarized recommendations to aid client decision-making
- Prepare and facilitate client communications and deliverables through various channels such as email, web meetings, or in-person interactions to fulfill service obligations
- Support open enrollment processes and vendor implementations, including the preparation of benefit summaries and coordination of materials
- Cultivate strong client relationships by delivering proactive and efficient day-to-day service, assisting with claims, billing, eligibility, enrollment, and compliance matters
- Maintain accuracy and compliance by updating agency management and customer files according to established workflows
- Actively participate in team meetings, offering ideas to improve workflows, leverage technology, ensure quality service, streamline operations and meet operational goals
The Company:
- As the 2nd fastest-growing insurance broker, they are propelling forward across a diverse range of areas, including EB, P&C, Surety & Bonding, Financial/Retirement, & Human Capital
- With a network of 260 offices across the U.S. & counting, they're establishing a coast-to-coast footprint
- They believe in the power of diverse perspectives-representation is a priority at every level, fostering an inclusive & innovative environment that drives them forward
Apply now, and our team at MGA will be delighted to arrange a brief call. This conversation will allow us to dive into your background and provide an in-depth understanding of this exciting opportunity.
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