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Client Manager
3 months ago
Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If you are a team player and task-master, you prefer a balance of working with data and people, you thrive in a fast paced environment with deadlines, and you have strong attention to details and follow through, please keep reading...
Summary:
Responsible for supporting the designated team's business objectives and client management principles such that revenue and profit expectations are achieved - in so doing is responsible for personally managing a dedicated book of business. This position is also responsible for mentoring and directing other teammates.
Job Responsibilities:
- Workflow Management and Training - ensures all internal work processes are understood across the client management team and adhered to in order to promote consistency of effort; regularly achieve quality standards and produce desired results for our clients.
- Client Persistency - ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession, the colleague is expected to spend seventy-five percent of their time working on and interacting with clients.
- Client Satisfaction - ensures an honest, straight-forward and open relationship exists with all clients in order to promote a strong working partnership between the client and The Plexus Groupe's assigned client team - it is expected that such transparency will promote positive client satisfaction and mutual trust.
- Vendor Management - ensures 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.
- Industry Knowledge and Application - dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes), and works diligently to assess the impact such changes will have on our clients, our Employee Benefits Practice and The Plexus Groupe as a whole.
- Client Meetings and Presentations - Actively supports the client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful and produce the expected value and results.
- BA/BS degree or equivalent experience.
- 3+ years of client management experience, with 5+ years of general Employee Benefits Brokerage experience in the small market segment (2-100 employees) - additional large market (100+) experience a plus.
- Proven professional history of success at managing client relationships.
- Possess a proven understanding of fundamental benefit laws, regulations and compliance standards.
- This role will be required to travel 15% of the time.
- State Life and Health Producers license is required; industry professional designation a plus.
- Ability to communicate with all levels of an organization, verbally and in writing required.
- Excellent attention to detail is required.
- 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.
The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.
PASSION. ALIGNMENT. ACTION.
With offices in Chicago, Dallas, Oklahoma City and Tampa, Plexus is a premier insurance brokerage and risk management consulting company. We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow. The Plexus Groupe is an equal opportunity employer.
