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Senior Client Manager, Employee Benefits Specialist
2 months ago
Burnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line results we've secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.
Job SummaryThe Senior Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.
Key Responsibilities- Manages all policy activity and stewardship aspects in book of business.
- Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
- Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA.
- Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
- Conducts effective enrollment meetings as needed with prepared collaterals.
- Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
- Manages some house accounts without assistance from leadership and/or an Advisor.
- Reviews existing accounts to determine if additional lines of insurance should be solicited and/or if changes need to be made throughout the year and at renewal.
- Cultivates strong relationships with insurance company partners.
