Senior Benefits Client Manager

About the Role

As Senior Employee Benefits Client Manager
, you join a progressive insurance agency that has grown so rapidly (and will continue to do so) that its current staff has reached capacity. Built like a consulting firm, you’ll have the opportunity to work on complex cases as a key member of the service team.

Your primary responsibilities involve relationship development with current clients and executing service strategies.

Key responsibilities include:

• Work closely with the producer and internal service team to plan, execute, and track customized service strategies for each client
• Manage proposals, providing a summary of programs and options, service plan, and other deliverables
• Strength client relationships, meeting in-person to build rapport and trust as well as discuss tactical issues like coverage terms and conditions, timely renewal execution, open enrollments, billing, claims, and any other issues

• Minimum 3-5 years of comparable experience in group benefits client service and policy administration
• Active state insurance license

Tagged as: account executive, account management, agency, ancillary, client service, dental, disability, employee benefits, enrollments, group health, group welfare, insurance, marketing, medical, plan design, self-funded