Client Manager

3 months 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 horizon

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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