Client Manager

2 weeks ago


Virginia Beach, United States Martin Grant Associates Full time

A thrilling chance for a hybrid client manager position in Virginia Beach is on the horizonClient Manager - Small GroupManage client service for an assigned portfolio, which includes onboarding new clients and acquiring and maintaining up-to-date benefit plan documentsContribute to analyzing benefit plan coverage gaps, designing strategies for cost savings, and developing renewal plans tailored to client needsAssist in coordinating policy marketing efforts and vendor negotiations, evaluating carrier options, and providing summarized recommendations to aid client decision-makingPrepare and facilitate client communications and deliverables through various channels such as email, web meetings, or in-person interactions to fulfill service obligationsSupport open enrollment processes and vendor implementations, including the preparation of benefit summaries and coordination of materialsCultivate strong client relationships by delivering proactive and efficient day-to-day service, assisting with claims, billing, eligibility, enrollment, and compliance mattersMaintain accuracy and compliance by updating agency management and customer files according to established workflowsActively participate in team meetings, offering ideas to improve workflows, leverage technology, ensure quality service, streamline operations and meet operational goalsThe 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 CapitalWith a network of 260 offices across the U.S. & counting, they're establishing a coast-to-coast footprintThey believe in the power of diverse perspectives-representation is a priority at every level, fostering an inclusive & innovative environment that drives them forwardApply 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.


  • Client Manager

    2 weeks ago


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