Client Relationship Specialist
2 weeks ago
Brio Benefit Consulting is seeking a Relationship Manager to be an integral part of our Employee Benefits Team in a hybrid work environment.
About Us:
In 2023, we became part of Alera Group, a prominent independent national firm specializing in insurance and wealth services. Our focus is on delivering comprehensive solutions in employee benefits, property and casualty insurance, retirement planning, and wealth management to clients across the nation. This strategic partnership is designed to enhance our growth trajectory.
Key Responsibilities:
As a Relationship Manager, you will:
- Engage with clients to address inquiries regarding our offerings and resolve any issues that arise.
- Handle complex client inquiries and ensure satisfaction with our products and services.
- Collaborate with the Strategy Manager to proactively meet client needs and mitigate potential challenges.
- Keep the Strategy Manager updated on account developments and opportunities.
- Conduct on-site presentations to educate clients about our services.
- Participate in the onboarding of new accounts.
- Oversee the open enrollment strategy for assigned accounts.
- Support Brio in fulfilling both internal and external client demands.
- Contribute to the formulation and execution of client management strategies and policies.
- Provide insights that positively influence financial outcomes.
- Foster exceptional service and growth through the development of a high-performing team.
Essential Skills:
Core Competencies:
- Active Learning: Grasping the implications of new information for future decision-making.
- Active Listening: Fully concentrating on what others are saying and responding appropriately.
- Critical Thinking: Analyzing strengths and weaknesses of various solutions and approaches.
- Learning Strategies: Selecting effective training methods for learning new concepts.
- Mathematics: Applying mathematical principles to solve problems.
- Monitoring: Assessing performance to identify areas for improvement.
- Reading Comprehension: Understanding written content in work-related documents.
- Science: Utilizing scientific methods to address challenges.
- Speaking: Effectively conveying information to others.
- Writing: Communicating clearly in writing as needed.
Interpersonal Skills:
- Coordination: Adjusting actions based on others' behaviors.
- Instructing: Teaching others how to perform tasks.
- Negotiation: Mediating discussions to reconcile differences.
- Persuasion: Convincing others to consider new perspectives.
- Service Orientation: Actively seeking ways to assist clients.
- Social Perceptiveness: Understanding others' reactions and motivations.
Problem-Solving Skills:
- Complex Problem Solving: Identifying intricate issues and developing viable solutions.
Systems Skills:
- Systems Management: Utilizing CRM and other systems for client information management.
Resource Management Skills:
- Time Management: Effectively managing personal and team time.
Qualifications:
High School Diploma (or equivalent) required. A Bachelor's Degree is preferred. A Life, Accident, and Health producer license in your home state is necessary.
Knowledge Requirements:
- Customer and Personal Service: Understanding principles for delivering quality customer service.
- English Language: Proficiency in English structure, grammar, and composition.
- Clerical Knowledge: Familiarity with administrative procedures and office systems.
- Computers and Electronics: Knowledge of electronic systems and software applications.
We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
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