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Client Relationship Specialist

2 months ago

Cincinnati, Ohio, United States The Ladders Full time
Are you ready to take charge in a vibrant, rapidly expanding organization that genuinely values its commitments?

The Ladders is on the lookout for motivated individuals eager to elevate their professional journey.

Position Overview

The Client Manager will play a crucial role in delivering exceptional management of client relationships by proactively addressing client needs and inquiries, conducting thorough research to ensure the client's employee benefits program aligns with their financial and organizational objectives, and overseeing renewal management with insights and support from senior team members. This role also involves expanding the existing portfolio, gaining a deep understanding of the client's operations, and achieving a retention and satisfaction rating of at least 95%.

Key Responsibilities

Quality Client Service & Expertise
  • Effectively manage the client service lifecycle, ensuring timely completion of tasks and adherence to renewal timelines.
  • With guidance from senior team members:
    • Contribute to annual meeting preparations by completing relevant sections of reports and conducting necessary research.
  • Retain and grow accounts by:
    • Drafting and presenting proposals, along with providing comparative quotes.
    • Conducting program benchmarking, demographic analysis, claims utilization reviews, and financial projections.
    • Offering additional resources to clients as required.
  • Market renewals and new coverage options by:
    • Creating detailed coverage specifications.
    • Evaluating quotes from carriers.
    • Negotiating terms with insurance providers.
    • Preparing and delivering coverage analyses.
  • Review policy coverage to identify cross-selling and additional revenue opportunities.
  • Develop a comprehensive understanding of client operations, policies, and industry practices.
  • Guide clients through the initial objective-setting process.
  • Analyze data to draw insights and provide recommendations to clients.
  • Respond to client inquiries and needs, offering sound advice on a daily basis.
  • Produce high-quality work and stay informed on technical and professional standards by participating in educational activities, including webinars and conferences.
  • Ensure that legislative, regulatory, and technical updates are effectively communicated to clients.
  • Provide services in accordance with professional service standards, adhering to all legal and regulatory requirements.
  • Achieve a minimum rating of 90% in professional service audits across all accounts.
  • Maintain a functional understanding of agency management systems and update records accordingly.
  • Allow sufficient time for peer review of all client-related work, ensuring accuracy before delivery.
People Management and Relationship Skills

While this position does not involve direct management of staff, the Client Manager must demonstrate the following abilities:
  • Delegate tasks appropriately and foster development opportunities for colleagues.
  • Exhibit professionalism, social skills, and teamwork.
  • Collaborate effectively within a team and maintain a positive demeanor.
  • Manage and meet the expectations of colleagues and clients.
  • Possess strong oral and written communication skills for effective internal and external interactions.
Productivity
  • Engage in internal and external networking initiatives.
  • Oversee projects to ensure deadlines are met and expectations are fulfilled.
  • Stay current on all tasks and responsibilities.
  • Understand the firm's service capabilities to generate innovative ideas and solutions for clients.
Minimum Qualifications
  • A Bachelor's Degree in Business, Risk Management, Analytics, or a related field is preferred; a high school diploma or GED combined with relevant industry experience may be considered.
  • 3 - 5 years of experience in employee benefits management for medium-sized accounts with significant responsibility.
  • Demonstrates executive presence and possesses strong interpersonal skills for effective client and colleague interactions.
  • Exhibits sound judgment and critical thinking skills to make informed decisions under pressure.
  • Able to collaborate with internal and external stakeholders, being a team player with a positive attitude.
  • Strong oral and written communication skills; able to effectively engage with clients and insurance companies.
  • Excellent organizational skills and financial analysis capabilities.
  • Proficient knowledge of agency management systems and insurance underwriting requirements.
  • Exhibits strong time management skills; able to work under pressure and meet deadlines.
  • Demonstrates adaptability and can manage multiple tasks while adjusting to changing priorities.
  • Contributes to team efficiency by sharing knowledge and best practices.
  • Proficient in Microsoft Office Suite, particularly Excel and PowerPoint.
  • This role requires a high energy level and the ability to handle stress effectively.
Additional Qualifications

Certificates, Licenses, Registrations Required to Perform the Essential Job Functions
  • Possess relevant jurisdictional licenses - Life and Health.
About The Ladders

The Ladders is a well-established company dedicated to providing exceptional service and support to our clients.

As an independent organization, we empower our employees to take ownership of their success in a rewarding and fulfilling career.

We prioritize inclusivity and foster a collaborative environment where our team members thrive on their unique paths. Our diverse workforce reflects the communities we serve, driving innovation in risk and insurance solutions.

Our people-first culture and commitment to client service excellence have established our reputation for integrity and resourcefulness.

What We Offer...

At The Ladders, you will have the opportunity to build a long-term career with significant growth potential. We support your ambitions and help you achieve your professional goals.

We value our employees and promote a caring work environment, encouraging a balance between work and personal life.

Our comprehensive Total Rewards package reflects our commitment to our people, including competitive compensation, benefits, and perks.
  • Performance-based annual incentive programs.
  • Comprehensive medical, dental, and vision plans.
  • Paid time off and sabbaticals at significant service anniversaries.
  • Ownership opportunities through company stock and retirement contributions.
  • Support for professional development and licensure.
  • Access to specialized leadership development programs.
  • And much more.
To learn more about The Ladders and our culture, please visit our website.