Client Relationship Manager

2 weeks ago


Virginia Beach, Virginia, United States Martin Grant Associates Full time

An exciting opportunity has arisen for a hybrid Client Manager role. This position involves a variety of responsibilities aimed at enhancing client satisfaction and service delivery.

  • Client Portfolio Management: Oversee client service for a designated portfolio, ensuring the onboarding of new clients and the maintenance of accurate benefit plan documentation.
  • Benefit Analysis: Engage in evaluating benefit plan coverage, identifying gaps, and crafting strategies for cost efficiency while developing tailored renewal plans.
  • Policy Marketing Coordination: Assist in the marketing of policies and vendor negotiations, assessing carrier options, and providing concise recommendations to support client decision-making.
  • Client Communication: Prepare and deliver client communications and materials through various channels, including virtual meetings and in-person interactions, to meet service commitments.
  • Open Enrollment Support: Facilitate open enrollment processes and vendor implementations, including the preparation of benefit summaries and coordination of necessary materials.
  • Relationship Building: Foster strong client relationships by providing proactive and efficient service, addressing claims, billing, eligibility, enrollment, and compliance issues.
  • Data Management: Ensure accuracy and compliance by updating agency management and client files in accordance with established protocols.
  • Team Collaboration: Actively participate in team discussions, contributing ideas to enhance workflows, leverage technology, ensure quality service, and achieve operational objectives.
About Martin Grant Associates:
  • Recognized as one of the fastest-growing insurance brokers, the company is advancing across various sectors, including Employee Benefits, Property & Casualty, Surety & Bonding, Financial/Retirement, and Human Capital.
  • With a growing network of offices nationwide, the company is expanding its presence across the country.
  • Emphasizing the importance of diverse perspectives, the organization prioritizes representation at all levels, fostering an inclusive and innovative workplace culture.


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