Client Engagement Specialist

2 weeks ago


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

An exciting opportunity has arisen for a hybrid Client Manager role within a dynamic organization.

Position: Client Manager - Small Group

  • Oversee client services for a designated portfolio, which encompasses the onboarding of new clients and the maintenance of current benefit plan documentation.
  • Engage in the assessment of benefit plan coverage deficiencies, formulating strategies for cost efficiency, and crafting renewal plans customized to client specifications.
  • Assist in the orchestration of policy marketing initiatives and vendor negotiations, assessing carrier alternatives, and providing concise recommendations to facilitate client decision-making.
  • Prepare and manage client communications and deliverables through various platforms such as email, virtual meetings, or face-to-face interactions to meet service commitments.
  • Support open enrollment activities and vendor implementations, including the creation of benefit summaries and the coordination of related materials.
  • Foster robust client relationships by delivering proactive and effective daily service, aiding with claims, billing, eligibility, enrollment, and compliance issues.
  • Ensure accuracy and compliance by updating agency management and client files in accordance with established procedures.
  • Actively engage in team discussions, contributing ideas to enhance workflows, leverage technology, ensure quality service, streamline operations, and achieve operational objectives.
About the Company:
  • As the second fastest-growing insurance brokerage, they are advancing across a wide array of sectors, including Employee Benefits, Property & Casualty, Surety & Bonding, Financial/Retirement, and Human Capital.
  • With a growing network of offices nationwide, they are establishing a significant presence across the country.
  • They value diverse perspectives and prioritize representation at all levels, fostering an inclusive and innovative workplace that propels them forward.


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