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Client Manager
2 months ago
SUMMARY
Responsible for collaborating with the Employee Benefits sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Exhibits proven competence in all Account Manager duties and knowledge requirements;
Collaborates with a mentor from the sales and service team to manage an assigned book-of-business;
Comprehends and communicates all aspects of the renewal process to clients on all lines of coverage (medical through ancillary), including marketed analytics;
Assists the sales and service team in the development of multi-year strategic plans for clients;
Assists the sales and service team with client financials, and renewal negotiations;
Prepares and delivers client renewal presentations and employee enrollment meetings;
Actively participates in the team mentorship program;
Acts as an Affordable Care Act (ACA) subject matter expert;
Handles the collection of fees, and the reconciliation and resolution of any outstanding balances within 60 days of the invoicing date;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
Bachelor’s degree or equivalent combination of education and experience
Seven (7) or more years of related work experience
Prior experience in a Benefit Analyst or similar role preferred
Valid insurance license
Must continue to meet Continuing Education requirements for license renewal
SKILLS
Knowledge of Employee Benefits insurance, renewal decision life cycle, and insured group marketing analytics
Knowledge of self-insurance and alternative funding arrangements
Knowledge of Employee Benefits products and benefit administration
Good verbal and written communication skills
Good problem solving and time management skills
Good presentation skills and ability to conduct open enrollment meetings
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite
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