Client Renewal Advisor – Group Benefits

2 weeks ago


Green Bay, United States 5G Benefits & Insurance Full time

**Ideal candidate will be located in Green Bay, De Pere, Kaukauna or surrounding cities.


We are growing and excited to add another amazing opportunity to our team as a Client Renewal Advisor – Group Benefits in the Green Bay area This is a fully remote position but will require commuting to and from client meetings within the area on a regular basis. If you have prior experience working in employee benefits, enjoy relationship building, and are detail-oriented, this is the role for you


Responsibilities

  • Develop personal relationships with clients to ensure that they receive expert advice and services when they need it most
  • Proactively work the renewal cycle on all lines of business
  • Manage the renewal process including agency management documentation, verifying requested coverages, and reviewing policies for accuracy
  • Proactively prepare client deliverables for renewal and new business as required by carriers and clients.
  • Identify opportunities for cross-sell and up-sell of products and services when appropriate for the clients’ needs
  • Manage, organize, and conduct client meetings when necessary (Both at renewal time and as requested for employee facing meetings - in person and/or virtual)
  • Listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues
  • Serve as a subject matter expert on the client's plans and administrative procedures and as the key resource for day-to-day issues
  • Direct the team on handling plan or client specific questions, keeping the team updated on client-specific information


Qualifications

  • Active life and health licenses in the state of Wisconsin
  • Preferably 5+ years of experience working in group benefits/insurance
  • Strong emphasis on customer service and relationship building
  • Excellent verbal and written communication skills
  • Willingness to commute to and from client meetings


  • Green Bay, United States 5G Benefits & Insurance Full time

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