Relationship Manager

3 weeks ago

New York, United States Alera Group Full time

Brio Benefit Consulting is looking for a Relationship Manager to join their Employee Benefits Team- this is a Hybrid role.

 

In 2023, we joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide.  This was a strategic move for Brio to facilitate our continued growth.” 

Interact with clients to provide information in response to inquiries about products and services and to handle and resolve complaints.
Respond to complex client and customer inquiries, non-routine problems and ensures client satisfaction with products, benefits and services.
Coordinates with Strategy Manager to ensure needs are met and potential problems are averted.
Keeps Strategy Manager informed of account status and opportunities
Makes on-site presentations to existing clients and customers to educate and inform.
Involved in new account installations.
Owns or facilitates the account’s open enrollment strategy.
Assists to make sure Brio meet the needs of internal and external demands of clients.
Assists in the development and implementation of strategies and policies relating to client management.
Provides input that positively impacts financial results
Ensures exceptional service and growth through the development of a high performing team

 

Skills:Basic Skills
  • Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making.
  • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things.
  • Mathematics - Using mathematics to solve problems.
  • Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
  • Science - Using scientific rules and methods to solve problems.
  • Speaking - Talking to others to convey information effectively.
  • Writing - Communicating effectively in writing as appropriate for the needs of the audience.
Social Skills
  • Coordination - Adjusting actions in relation to others' actions.
  • Instructing - Teaching others how to do something.
  • Negotiation - Bringing others together and trying to reconcile differences.
  • Persuasion - Persuading others to change their minds or behavior.
  • Service Orientation - Actively looking for ways to help people.
  • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
Complex Problem Solving Skills
  • Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
Systems Skills
  • Systems Management - Client information is managed in a CRM and rhe role requires usage of other systems.
Resource Management Skills
  • Time Management - Managing one's own time and the time of others.

High School Diploma (or GED or High School Equivalence Certificate)
Bachelor's Degree
Life, Accident and Health producer license in home state

 

Knowledge:

Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

Computers and Electronics - Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.


We're an equal opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

#LI-DV1

 

PandoLogic. Category:Customer Service, Keywords:Client Services Manager, Location:New York, NY-10060

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