Client Manager

4 weeks ago

Dallas, Texas, United States The Plexus Groupe Full time

Job Summary:

The Plexus Groupe is seeking a Client Manager to support the Employee Benefits Practice in our Dallas, TX office. As a Client Manager, you will be responsible for managing a dedicated book of business, mentoring and directing teammates, and ensuring the proper attention and processes are in place to maintain a persistency rate consistent with practice expectations.

Key Responsibilities:

  • Workflow Management and Training: Ensure all internal work processes are understood across the client management team and adhered to in order to promote consistency of effort.
  • Client Persistency: Ensure the proper attention, processes, and feedback mechanisms are in place to maintain a persistency rate consistent with practice expectations.
  • Client Satisfaction: Ensure an honest, straight-forward, and open relationship exists with all clients in order to promote a strong working partnership between the client and The Plexus Groupe's assigned client team.
  • Vendor Management: Ensure business partnerships are maintained with all key carriers and third-party vendors in order to best promote the interests of our clients.
  • Industry Knowledge and Application: Dedicate necessary time and energy to remain abreast of key changes across the industry and assess the impact such changes will have on our clients, our Employee Benefits Practice, and The Plexus Groupe as a whole.
  • Client Meetings and Presentations: Actively support the client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful, and produce the expected value and results.

Requirements:

  • BA/BS degree or equivalent experience.
  • 3+ years of client management experience, with 5+ years of general Employee Benefits Brokerage experience - additional large market experience a plus.
  • Proven professional history of success at managing client relationships.
  • Possess a proven understanding of fundamental benefit laws, regulations, and compliance standards.
  • This role will be required to travel 15% of the time.
  • State Life and Health Producers license is required; industry professional designation a plus.
  • Ability to communicate with all levels of an organization, verbally and in writing required.
  • Excellent attention to detail is required.
  • Proficient in MS Office Suite, especially Excel and PowerPoint.
  • Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.

The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.

PASSION. ALIGNMENT. ACTION.

The Plexus Groupe is an equal opportunity employer.

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