Client Service Manager

3 weeks ago

Waukesha, United States R&R Insurance and Wealth Management Full time
These are just some of the things our employees like about working at R&R Insurance; recent award winner of Great Places to Work in Insurance

R&R Insurance Services, Inc., one of the largest independently owned agencies in the Midwest, continues to grow and prosper.Our Benefits Practice department is looking to hire and invest in exceptionally talented and motivated individuals.Use your professional expertise and talent to help educate and solve client problems relating to their benefit programs.Join our Knowledge Broker team and be proud of the company you work for

RESPONSIBILITIES:

The main responsibility is to assist the Sales Executive and Account Team in servicing the needs of our clients.The ideal candidate will have working knowledge of all phases of the renewal process and support that process as needed, along with the Sales Executive.This includes overseeing the marketing process, assisting with the renewal efforts, and with the coordination of services between the client and the insurance company.

  • Initiate correspondence with clients and vendors on all benefits-related matters.
  • Attend training sessions, conferences/webinars and vendor meetings in an effort to stay up-to-date with industry trends.
  • Collaborate with the Sales Executive and Financial Analyst as needed; on benefit, cost, and plan design and market alternatives.
  • Organize, outline and prepare in collaboration with the Sales Executive renewal and other benefits-related meeting presentations.
  • Lead marketing efforts from beginning to end, including collecting necessary data/information, drafting proposal requests and preparing summary exhibits for the Sales Executive to present.
  • Work in concert with the Sales Executive to manage vendor relationships and work with vendors on implementations, issue resolution, performance monitoring and document finalization.
  • Collaborate with compliance resources to ensure that client questions and concerns are addressed.
  • Assist clients with annual/open enrollment planning; prepare materials, fulfill and distribute materials and present enrollment presentations to employee groups, as needed.
  • Demonstrate a commitment to career advancement by participating in continuing education programs, including obtaining and maintaining a Wisconsin Life, Accident and Health license and pursuing a CEBS or other related designation.
  • Assist with employee claim issues, missing ID cards and claim appeals.
  • Some billing, enrollment and eligibility assistance may also be required to support employer groups.
WHY WORK FOR R&R?
  • R&R offers careers, not just "jobs"
  • Every other Friday afternoon off, all year long
  • Opportunity to express yourself through a variety of company sponsored committees ranging from Wellness to Leadership
  • Company paid continuing education and training courses
  • Family friendly work environment with a 37.5 hour work week
  • 401K with company match and annual profit sharing
  • Benefits include: Medical, Dental, Vision, Flex Spending Accounts, Life/AD&D, Disability, Critical Illness, Accident, and Identity Theft Protection
  • Competitive salary commensurate with experience
  • Discounts to local area attractions
  • Community involvement through creative fundraising events
  • Discount on personal auto and homeowners insurance


See why R&R continues to grow and be successful.Apply today and join the Knowledge Broker Team

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