Client Manager

1 month ago

Mckinney, United States Acrisure Full time

About the Acrisure Texas Platform:

Acrisure's Texas Platform began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure Texas Platform to where it is today, with a culture built on organic partnership.

Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure's massively valuable, high margin distribution network combines the strength of trusted advisors with growth and efficiency enabled by AI.

GDP Advisors, an Acrisure agency partner, is currently looking for a full-time Client Manager for their benefits team. The Client Manager supports their external customers by providing quality service implementation and delivery; they provide internal customer service through effective team communication, development, and management. The success of this role is measured by external customer satisfaction, effective quality service delivery and overall account retention. This role will be required to travel 15% of the time.

PRIMARY RESPONSIBILITIES:

* Actively supports the client management team to ensure all key interactions between client and team are constructive and strategic.


* Assisting GDP Strategist with client strategy development and execution.


* Assisting Client Management, Client Support and Technology Team members with resolution of elevated client issues.


* Ensure the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations.


* Manage the client insurance renewal process, and new client onboarding.


* Presenting Plan Cost Analysis and Financial reporting to client


* Oversight of all client compliance best practices and annual review of Summary Plan Documents


* Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients



GENERAL EXPECTATIONS & REQUIREMENTS

* BA/BS degree or equivalent experience.


* 1+ years of client management experience, with 2+ years of general Employee Benefits Brokerage experience in the small market segment (2-100 employees) - additional large market (100+) experience is a plus


* Proven professional history of success at managing client relationships


* Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards


* State Life and Health Producers license is required; industry professional designation a plus


* Proficient in MS Office Suite, especially Excel and PowerPoint (testing may be required)


* Ability to calculate customized financial analysis and present an interpretation of the data and its meaning



Other Qualifications:

* Ability to communicate with all levels of an organization, verbally and in writing required


* Excellent attention to detail is required



#LI-CO1

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at www.Acrisure.com/privacy/caapplicant.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure's property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure's Human Resources Talent Department.

  • IT Client Account Manager

    1 month ago

    McKinney, United States 4 Consulting Inc. Full time

    Job DescriptionJob DescriptionWho we are!At 4Ci our mission is to build long term relationships, based on trust, integrity, and knowledge with all our employees and business affiliates. 4Ci has been in business for 20 years and has employees working on mission critical projects nationwide. We provide computer programming, testing, and system design services...

  • IT Client Account Manager

    3 weeks ago

    McKinney, United States 4 Consulting Inc. Full time

    Job DescriptionJob DescriptionWho we are!At 4Ci our mission is to build long term relationships, based on trust, integrity, and knowledge with all our employees and business affiliates. 4Ci has been in business for 20 years and has employees working on mission critical projects nationwide. We provide computer programming, testing, and system design services...

  • Client Support Specialist

    4 weeks ago

    McKinney, United States Blockit Now Inc Full time

    Job DescriptionJob DescriptionCompany DescriptionUtilizing our highly advanced software platform, some of the largest health systems in the world are leveraging BlockIt to restore the connection between the provider and the patient. We are helping patients find the care they need by removing the barriers to be cared for and reducing the administrative and...

  • Client Support Specialist

    3 weeks ago

    McKinney, United States Blockit Now Inc Full time

    Job DescriptionJob DescriptionCompany DescriptionUtilizing our highly advanced software platform, some of the largest health systems in the world are leveraging BlockIt to restore the connection between the provider and the patient. We are helping patients find the care they need by removing the barriers to be cared for and reducing the administrative and...

  • Client Sales Representative

    3 weeks ago

    McKinney, United States Evantage Inc Full time

    Job DescriptionJob DescriptionJoin Our Team as a Client Sales Representative!Are you the type who thrives in a team-oriented, supportive, and fun environment? Do you value integrity, commitment, and hard work? If so, we have the perfect opportunity for you! Evantage, Inc is looking for an enthusiastic Client Sales Representative to join our team.Imagine a...

  • Client Sales Representative

    3 weeks ago

    McKinney, United States Evantage Inc Full time

    Job DescriptionJob DescriptionJoin Our Team as a Client Sales Representative!Are you the type who thrives in a team-oriented, supportive, and fun environment? Do you value integrity, commitment, and hard work? If so, we have the perfect opportunity for you! Evantage, Inc is looking for an enthusiastic Client Sales Representative to join our team.Imagine a...

  • Branch Manager

    7 days ago

    McKinney, United States Ascend Staffing Full time

    Job Description Job Description Salary: $50k base salary + OI Bonus Looking for a great manager opportunity in the McKinney area? If you have at least 1 year of management experience, we want to talk to you! No experience with the staffing industry? No worries, we can train you and show you the staffing industry ropes. Ascend Staffing is a leading staffing...

  • Account Manager

    3 weeks ago

    McKinney, United States Doka Group Full time

    **Company Description** Doka** is one of the world’s leading companies for developing, manufacturing and distributing formwork solutions for use in all fields of the construction sector. The Doka Group is a company of the Umdasch Group and employs more than 8,500 people in over 70 countries. **We Make It Work** As an Account Manager at Doka USA, you will...

  • Project Manager

    7 days ago

    McKinney, United States Blockit Now Inc Full time

    Job DescriptionJob DescriptionCompany DescriptionUtilizing our highly advanced software platform, some of the largest health systems in the world are leveraging BlockIt to restore the connection between the provider and the patient. We are helping patients find the care they need by removing the barriers to be cared for and reducing the administrative and...

  • Branch Manager

    3 weeks ago

    McKinney, United States Ascend Staffing Full time

    Job DescriptionJob DescriptionSalary: $50k base salary + OI BonusLooking for a great manager opportunity in the McKinney area? If you have at least 1 year of management experience, we want to talk to you! No experience with the staffing industry? No worries, we can train you and show you the staffing industry ropes. Ascend Staffing is a leading staffing...

  • Assistant Account Manager

    1 week ago

    McKinney, Texas, United States SRS Distribution Full time

    About Us:BSL is a dynamic freight brokerage firm dedicated to providing superior logistics solutions to our clients. We prioritize strong customer relationships, operational excellence, and ethical conduct. We offer an exciting career path for individuals who are driven to succeed and passionate about serving our clients.Job Description:As an Assistant...

  • Account Manager

    5 days ago

    McKinney, United States Doka Full time

    Dokais one of the worlds leading companies for developing, manufacturing and distributing formwork solutions for use in all fields of the construction sector. TheDokaGroup is a company of theUmdaschGroup and employs more than 8,500 people in over 70 countries. We Make It Work Job Description As an Account Manager at Doka USA, you will play a pivotal role...

  • Account Manager

    2 weeks ago

    McKinney, United States Doka USA Full time

    Dokais one of the world’s leading companies for developing, manufacturing and distributing formwork solutions for use in all fields of the construction sector. TheDokaGroup is a company of theUmdaschGroup and employs more than 8,500 people in over 70 countries.We Make It WorkJob DescriptionAs an Account Manager at Doka USA, you will play a pivotal role in...

  • Account Manager

    1 week ago

    McKinney, United States Doka Group Full time

    Job DescriptionJob DescriptionCompany DescriptionDoka is one of the world’s leading companies for developing, manufacturing and distributing formwork solutions for use in all fields of the construction sector. The Doka Group is a company of the Umdasch Group and employs more than 8,500 people in over 70 countries.We Make It WorkJob DescriptionAs an...

  • Business Support Manager

    1 month ago

    McKinney, United States Segway Full time

    Core Responsibilities: Leading B2B customer service representatives or support specialists, and responsible for building and maintaining strong relationships with B2B clients, understanding their needs, addressing concerns, and ensuring overall satisfaction. Dealer Service Partnership: Developing a targeted strategy for seeking dealers with service...

  • Business Support Manager

    1 month ago

    McKinney, United States Segway Full time

    Core Responsibilities: Leading B2B customer service representatives or support specialists, and responsible for building and maintaining strong relationships with B2B clients, understanding their needs, addressing concerns, and ensuring overall satisfaction.Dealer Service Partnership: Developing a targeted strategy for seeking dealers with service...

  • Business Support Manager

    3 weeks ago

    McKinney, United States Segway Full time

    Core Responsibilities: Leading B2B customer service representatives or support specialists, and responsible for building and maintaining strong relationships with B2B clients, understanding their needs, addressing concerns, and ensuring overall satisfaction.Dealer Service Partnership: Developing a targeted strategy for seeking dealers with service...

  • Business Support Manager

    3 weeks ago

    McKinney, United States Segway Full time

    Core Responsibilities: Leading B2B customer service representatives or support specialists, and responsible for building and maintaining strong relationships with B2B clients, understanding their needs, addressing concerns, and ensuring overall satisfaction.Dealer Service Partnership: Developing a targeted strategy for seeking dealers with service...

  • Business Support Manager

    1 month ago

    McKinney, United States Segway Full time

    Core Responsibilities: Leading B2B customer service representatives or support specialists, and responsible for building and maintaining strong relationships with B2B clients, understanding their needs, addressing concerns, and ensuring overall satisfaction.Dealer Service Partnership: Developing a targeted strategy for seeking dealers with service...

  • Compliance Manager

    1 month ago

    Mckinney, United States Goodwin Recruiting Full time

    Our client is adding a COMPLIANCE MANAGER to their team. This is a fully remote position with 15% travel to the home office. Please reach out to me immediately if your background is in the automotive industry. Compliance Manager Responsibilities:Main Compliance Manager, Compliance, Manager, Business Services, Staffing