Current jobs related to Client Service Manager, Employee Benefits - St Petersburg - Wallace Welch & Willingham

  • Employee Benefits Client Account Specialist

    2 weeks ago

    St Petersburg, United States Truist Inc Full time

    Job DescriptionJob Summary:We are seeking a highly skilled and motivated Client Service Representative to join our team at Truist Inc. As a Client Service Representative, you will be responsible for providing exceptional service to our clients, building strong relationships, and driving business growth.Key Responsibilities:Prioritize and process new and...

  • Senior Vice President of Employee Benefits

    4 weeks ago

    St Petersburg, United States Bankers Financial Full time

    Company OverviewBankers Financial is a leading Professional Employer Organization (PEO) dedicated to providing comprehensive human resource solutions that empower businesses to thrive. Our services encompass payroll management, workers' compensation, human resources, and employee benefits, allowing our clients to concentrate on their core business activities...

  • Vice President of Employee Benefits

    13 hours ago

    St Petersburg, United States Bankers Financial Full time

    Job Title: Vice President of Employee BenefitsWe are seeking a highly experienced and skilled Vice President of Employee Benefits to join our team at DecisionHR. As a key member of our leadership team, you will be responsible for creating and implementing our short and long-term benefits strategy, as well as overseeing the daily operations of our benefits...

  • Client Services Manager

    2 weeks ago

    St. Petersburg, United States Banfield Pet Hospital Full time

    Job Summary:The Shift Lead is a critical role in ensuring the smooth operation of our veterinary hospital. As a key member of our team, you will be responsible for overseeing the daily activities of our Client Services Coordinators and Vet Assistants, ensuring that our clients receive exceptional care and service.Key Responsibilities:Assist the Practice...

  • Client Service Specialist

    3 weeks ago

    St Petersburg, United States Wallace Welch & Willingham Full time

    About the RoleWallace Welch & Willingham is seeking a highly motivated and detail-oriented Insurance Professional to join our team. As a member of our team, you will have the opportunity to develop your expertise as an insurance professional in a growth-oriented organization.Key ResponsibilitiesWork collaboratively with others to provide exceptional client...

  • Client Services Representative

    3 weeks ago

    St Petersburg, United States Truist Inc Full time

    Job SummaryWe are seeking a highly skilled Client Services Representative to join our team at Truist Inc. As a Client Services Representative, you will be responsible for providing exceptional client experiences to external clients and internal business units.Key ResponsibilitiesProvide top-notch client service to external clients and internal business...

  • Client Relationship Manager

    3 weeks ago

    St. Petersburg, Florida, United States Mimi Lange - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a position with Mimi Lange - State Farm Agent could be an excellent fit for you. Our agency specializes in providing State Farm insurance and financial service products.Key Responsibilities:Build and nurture...

  • Client Relationship Manager

    3 weeks ago

    St. Petersburg, Florida, United States Mimi Lange - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a position with Mimi Lange - State Farm Agent could be an excellent fit for you. As a representative of State Farm, you will be involved in promoting a range of insurance and financial service offerings.Key...

  • Client Relationship Manager

    3 weeks ago

    St. Petersburg, Florida, United States Mimi Lange - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in engaging with clients? If so, a career with a State Farm independent contractor agent could be the perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key Responsibilities:Build and nurture customer...

  • Service Department Manager

    3 weeks ago

    St. Petersburg, Florida, United States Clear Gold Service. Full time

    Job DescriptionWe are seeking a highly skilled and experienced Automotive Service Manager to lead our service department at Clear Gold Service. As a key member of our team, you will be responsible for managing and directing all service department activities, ensuring exceptional customer service and driving business growth.Key Responsibilities:Customer...

  • Client Development Financial Services VP

    1 week ago

    St Petersburg, United States Fisher Investments Full time

    Are you a financial professional who enjoys building new and expanding current client relationships? As a ClientDevelopment 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 Development Financial Services VP

    1 week ago

    St Petersburg, United States Fisher Investments 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 Representative

    2 weeks ago

    St Petersburg, United States Raymond James Financial Services Full time

    About Us: With over 60 years of experience in the Financial Services industry, Raymond James is a renowned leader in service and excellence. We are seeking a talented Client Service Associate to join our team.Key Responsibilities:Provide exceptional customer service to clients, ensuring their needs are met and exceeded.Develop and maintain strong...

  • Client Service Representative

    4 weeks ago

    St Petersburg, United States Paychex Full time

    Position OverviewAs a key member of our team, the Service Associate plays a vital role in delivering exceptional customer service to clients of Paychex Property & Casualty Insurance. With a focus on maintaining strong customer relationships, this role involves addressing client inquiries and resolving issues in a fair and effective manner, adhering to...

  • Senior Client Service Associate

    12 hours ago

    St Petersburg, United States Raymond James Financial Services Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Associate to join our team at Raymond James Financial Services. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, collaborating with the management team to identify opportunities for growth and improvement, and contributing to...

  • Senior Client Service Associate

    1 week ago

    St Petersburg, United States Raymond James Financial Services Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Associate to join our team at Raymond James Financial Services. As a key member of our management team, you will be responsible for assisting with the overall management of an assigned functional area.Key ResponsibilitiesCollaborate with the management team to identify opportunities for...

  • Client Service Representative, Personal Lines

    4 weeks ago

    St Petersburg, United States Wallace Welch & Willingham Full time

    We are Wallace Welch & Willingham, an IMA Company! 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 Florida in a growth-oriented organization. We have a rich history of providing quality service and unwavering commitment to our clients and...

  • Employee Benefits Specialist

    3 weeks ago

    St Louis, Missouri, United States The Judge Group Inc. Full time

    Position Overview:Location: St. Louis, MOSalary: NegotiableRole Summary:Our client is seeking a dedicated Benefits Analyst to oversee and enhance employee benefits programs.Key Responsibilities:Manage and administer comprehensive employee benefits offerings, including health insurance, retirement savings plans, and additional perks.Act as the main resource...

  • Employee Benefits Specialist

    4 weeks ago

    St Louis, Missouri, United States The Judge Group Inc. Full time

    Position Overview:Location: St. Louis, MOSalary: NegotiableRole Summary:Our client is in search of a dedicated Benefits Analyst to oversee and enhance employee benefits programs.Key Responsibilities:Administer and oversee employee benefits initiatives, including health insurance, retirement plans, and additional perks.Act as the main point of contact for...

  • Senior Client Service Associate

    1 week ago

    St Petersburg, United States Raymond James Financial Services Full time

    Job SummaryWe are seeking a highly skilled Senior Client Service Associate to join our team at Raymond James Financial Services. As a key member of our management team, you will be responsible for assisting with the overall management of an assigned functional area.Key ResponsibilitiesCollaborate with the management team to identify opportunities for...

Client Service Manager, Employee Benefits

4 months ago

St Petersburg, United States Wallace Welch & Willingham Full time

Job Type

Full-time

Description

We 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.

Requirements

To 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 Required
  • Associate's or Bachelor's Degree Required
  • 3 to 5 years experience in Employee Benefits
  • Experience dealing with multiple insurance carriers
  • Knowledge of Applied "EPIC" Agency Management System beneficial
  • Proficient with Microsoft Word & Excel
  • Excellent communication skills
Physical 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 Manager

Position Type: Exempt

Other: 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 plan
  • Great benefits including medical, dental, vision, life & disability
  • Paid Time Off
  • Paid Holidays
  • 401(k) with employer match
  • Paid Continuing Education
  • A culture that emphasizes respect for every individual
  • Proud to be a EOE/DFWP/SFWP