Client Relationship Manager
2 weeks ago
The Client Manager is responsible for overseeing dedicated client accounts, typically ranging from 500 to 2,000 lives. This role serves as the primary point of contact for clients, providing consultative support on contracts, plan structures, financial inquiries, renewal processes, and escalation of claims issues.
Account Management Responsibilities
During the implementation phase, the Client Manager collaborates with the implementation team to ensure a comprehensive understanding of the case parameters. This engagement is crucial for a seamless transition post-implementation.
Proactive engagement with clients through face-to-face visits and regular phone communication is essential to build and maintain strong relationships. The Client Manager is tasked with providing ongoing education about company processes, policies, and available services, ensuring clients and brokers are well-informed about product enhancements.
Oversight and Compliance
The role includes monitoring compliance with performance guarantees for assigned accounts. The Client Manager works closely with internal departments such as billing, underwriting, and claims to ensure smooth operational functions. A thorough understanding of all service activities related to assigned clients is vital for delivering a seamless client experience.
Sales Collaboration
In partnership with sales representatives, the Client Manager identifies opportunities for upselling and cross-selling within assigned accounts. This includes developing re-enrollment strategies and negotiating renewals, effectively communicating client needs and presenting renewal proposals.
Administrative Duties
Adhering to best practices and standard operating procedures is crucial. The Client Manager is expected to identify and address any internal issues that may negatively impact client satisfaction, collaborating with the Regional Service Manager to implement solutions.
Participation in departmental and organization-wide projects aimed at enhancing service delivery and operational efficiency is also a key responsibility.
Qualifications
- Bachelor's Degree
- Minimum of 5 years of experience in group insurance account management
- Exceptional customer service skills and strong negotiation abilities
- In-depth knowledge of group insurance products and services
- State insurance license required
- Proven success in managing key brokers and consultants
- Excellent communication and presentation skills
- Strong analytical and financial aptitude
- Ability to adapt to changing environments and work independently
- Proficiency in Microsoft Excel, Word, and PowerPoint
Compensation and Benefits
The hiring range for this position is competitive, reflecting the responsibilities and expectations of the role. Reliance Standard offers a comprehensive benefits package designed to support the financial, physical, and mental well-being of its employees, including:
- Annual performance bonuses
- Generous 401(k) matching
- Multiple medical plan options
- Company contributions to Health Savings Accounts
- Family-friendly benefits, including paid parental leave
- Tuition reimbursement and professional development opportunities
- Paid time off and volunteer days
Our Commitment
Reliance Standard is dedicated to fostering a diverse and inclusive workplace, recognizing that our employees are our greatest asset. We are an equal opportunity employer, committed to making employment decisions without regard to race, color, religion, sex, national origin, age, or disability.
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