Client Service Manager, Employee Benefits

6 days ago

St Petersburg, United States Wallace Welch & Willingham Full time

Job Type Full-timeDescriptionWe are W3 We are consistently named one of the Top Places to Work by the Tampa Bay Times and Best Places to Work by Business Insurance. Thrive as one of our 140+ employees in a growth-oriented organization that has two locations and continues to expand - with $225M+ in premiums for P&C and Employee Benefits. We have a rich history of providing quality service and unwavering commitment to our clients and community. We live out our values of Accountability, Integrity, Success, and Passion. If you do too, you may have found your next home Position Summary:The Employee Benefits Client Service Manager is responsible for delivering high quality and efficient service to both internal and external clients through day-to day account management of an assigned group of accounts. The Client Service Manager contributes to key business outcomes such as client retention, client satisfaction, enhancing W3's value to our clients and prospects and fostering a culture of performance and continuous improvement. He or she builds and solidifies relationships with existing clients by providing exceptional ongoing service. In partnership with the Production Team, he or she takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Job Duties:Work collaboratively and cooperatively with others, with a commitment to a workplace of dignity and respect, in compliance with equal employment opportunity standards and regulations.Provide customer service and support to group clients and their employees by telephone and E-mail on all group insurance products sold by W3.Provide ongoing support to clients in person including on-site visits to the client both with the producer and alone.Assist with both new client presentations and renewals.Work with marketing specialist to prepare groups rate quote request for proposal (RFP).Follow up on RFP with marketing specialist and/or carriers to make sure that proposals are received on timely basis.Work with marketing specialist to prepare review for accuracy the presentation spreadsheets comparing carrier proposals and assemble W3 formal proposal to client.Work with producer to research and compare value added coverages and services (COBRA, FSA, etc.)Field telephone inquiries from both clients and their employees about their current coverage and insurance contracts as well as general questions about insurance or benefits and regulations pertaining to insurance and benefits such as COBRA, HIPAA, and S125, and in the resolution of claims issues with carriers.Make routine service calls to the clients as needed within their team structure to both to address service issues and to proactively demonstrate our high level of commitment to superior service.Work with producer and AE to determine client's needs at renewal and then coordinate the data collection and proposal preparation of appropriate proposals from insurance carriers to meet those needs within a specified timeline.Assist the producers in the actual renewal process including coordinating and conducting employee meetings when requested and completing all necessary paperwork for both our internal records and for the carrier.Responsible for renewing insurance contracts for assigned small house non-VIP tier accounts without producer assistance.Ability to analyze numerous carrier proposals, select benefits and rates from each carrier proposal and then compare them on an Excel spreadsheet with extremely high degree of accuracy.Prepare numerous documents for presentation to the client, as required, and coordinate the delivery of formal proposals for both new client presentations and renewals.Assist with constructing employee benefit web sites for our clients.Responsible for completing a network provider search and comparing carrier networks for our clients.Actively pursue referral opportunities to other departments.Monitor personal continuing education requirements to ensure compliance with licensing requirements. Attend classes as necessary.Be familiar with and follow Agency guidelines, policies and procedures.This is not an exhaustive list of all duties and responsibilities. Other duties and responsibilities may be assigned, based on Agency needs.RequirementsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Florida 2-15 or 2-18 Life & Health License RequiredAssociate's or Bachelor's Degree Required3 to 5 years experience in Employee BenefitsExperience dealing with multiple insurance carriersKnowledge of Applied "EPIC" Agency Management System beneficialProficient with Microsoft Word & ExcelExcellent communication skillsPhysical Demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this Job, the employee is regularly required to sit, use fingers and hands; as well as be required to stand and walk frequently, to speak and hear. The employee is occasionally required to reach with hands and arms. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.Work Environment: This job operates in a professional office environment. The overall noise level in the work environment ranges from low to moderate.Reports To: VP, Employee Benefits Division ManagerPosition Type: ExemptOther: The candidate offered this position will be required to submit to a background investigation, which includes a drug screen. W3 does not sponsor individuals for employment-based visas for this position.GREAT REASONS TO WORK AT WALLACE WELCH & WILLINGHAM:Competitive compensation planGreat benefits including medical, dental, vision, life & disabilityPaid Time OffPaid Holidays401(k) with employer matchPaid Continuing EducationA culture that emphasizes respect for every individualProud to be a EOE/DFWP/SFWP

  • Account Manager, Employee Benefits

    1 month ago

    St Petersburg, United States Higginbotham Insurance Agency Full time

    Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for anAccount Manager, Employee Benefitsin our St. Petersburg, FL office. Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for an experienced Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a knowledgeable...

  • Sr. Account Manager, Employee Benefits

    2 months ago

    St Petersburg, United States Higginbotham Insurance Agency Full time

    Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Sr. Account Manager, Employee Benefitsin our St. Petersburg, FL office. Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for an experienced Sr. Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a...

  • Sr. Account Manager, Employee Benefits

    4 weeks ago

    St Petersburg, United States Higginbotham Insurance Agency Full time

    Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Sr. Account Manager, Employee Benefitsin our St. Petersburg, FL office. Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for an experienced Sr. Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a...

  • Employee Benefits Account Executive

    2 weeks ago

    St Petersburg, United States Brown & Brown Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.It's an exciting time to join Brown & Brown Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue...

  • Employee Benefits Account Executive

    7 days ago

    St Petersburg, United States Brown & Brown Insurance Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. It's an exciting time to join Brown & Brown ! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to...

  • Client Service Representative

    2 months ago

    St Petersburg, United States Paychex Full time

    Overview Please note - This is an in-office role; our office is located in St Petersburg Florida. Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in...

  • Client Service Representative

    4 weeks ago

    St Petersburg, United States Paychex Full time

    Overview Please note - This is an in-office role; our office is located in St Petersburg Florida. Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in...

  • Managing Consultant

    1 month ago

    St Louis, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Managing Consultant

    4 weeks ago

    St Louis, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career thats making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Managing Consultant

    3 weeks ago

    St Louis, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Client Service Representative

    2 months ago

    St Petersburg, United States Paychex Full time

    Overview: Please note - This is an in-office role; our office is located in St Petersburg Florida. Under a significant level of guidance and direction, provides customer service for one Paychex product. Uses prescribed guidelines to ensure good customer relations are maintained and customer claims and complaints are resolved fairly, effectively, and in...

  • Client Development Financial Services VP

    2 weeks ago

    St Petersburg, United States Clickjobs Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a Client Development Vice President, you will provide holistic financial planning and portfolio analysis services. Join our privately held, multi-billion dollar, global investment firm to put our clients first and better the investment universe. The...

  • Client Service Associate

    1 month ago

    St. Petersburg, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Service Associate

    4 weeks ago

    St. Petersburg, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...

  • Client Success Manager

    2 weeks ago

    St. Petersburg, Florida, United States Dynasty Financial Partners Full time

    This position is for a client-facing project management, training, and support resource with Salesforce administration capabilities. The candidate will be part of the Technology Network Services group in St. Petersburg, FL, working directly with the SVP and CTO in ensuring client success with the Client Engagement Technology Platform. Sample projects include...

  • Employee Benefits Account Manager

    2 weeks ago

    St. Augustine, Florida, United States Foundation Risk Partners Full time

    Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Herbie Wiles Insurance team in St. Augustine, FLJob Summary: The Benefits Account Manager is a learning position to become responsible for daily servicing of assigned clients including new and...

  • Association Services Client Services Representative

    2 weeks ago

    St Petersburg, United States Truist Financial Corporation Full time

    Provide the perfect client experience to external clients (e.g. management companies, associations and homeowners) and internal business units. Work as a Client Services team member to ensure service standards are met for the client in a non-facing e Client Service, Representative, Service, Processing, Client, Retail

  • Manager, HR Employee Relations

    2 months ago

    St Petersburg, United States Raymond James Full time

    Manager, HR Employee Relations - 2401221 Description Job Summary Under limited supervision, uses specialized knowledge and skills obtained through experience and training to build employee relations capability and enable management effectiveness through the execution of proactive employee relations initiatives and investigates and resolves associate...

  • Manager, HR Employee Relations

    4 weeks ago

    St Petersburg, United States Raymond James Full time

    Manager, HR Employee Relations - 2401221 Description Job Summary Under limited supervision, uses specialized knowledge and skills obtained through experience and training to build employee relations capability and enable management effectiveness through the execution of proactive employee relations initiatives and investigates and resolves associate...

  • Senior Client Onboarding Manager

    2 weeks ago

    St. Petersburg, Florida, United States PUBLICIS GROUPE Full time

    Company DescriptionJob DescriptionAbout the role:The Onboarding Manager is a critical, client-facing role that is positioned to work in lockstep with the New Business, Pre-Sales Solutioning, Integration Project Management and Customer Integration Engineering teams to enable the successful integration and launch of new retailer clients using the Retail Media...