Client Services Manager

Client Services Manager page is loaded## Client Services Manager remote type:
Hybrid Working locations:
Riverside, CA:
San Diego, CA:
Carlsbad, CA:
Los Angeles, CA:
Newport Beach, CAtime type:
Full time posted on:
Posted Todayjob requisition :
R0033563
*
* POSITION SUMMARY:

** The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Small Business Unit (SBU) Client Service Manager oversees the Small Group Account Managers. This position may also assume the duties and responsibilities of an Account Executive/Account Manager to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE/AM teams.
* Leads the SBU in operational efficiencies such as Scope of Services, Resource Pro, PATRA, and AI initiatives.
* Manages a team of employee benefits service staff of Small Group Account Manager.
* Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or feedback for management.
* Answers team member questions, helps with team member problems, and oversees team member work for quality and guideline compliance.  Provide appropriate feedback and identify training opportunities.
* Acts as a resource for problem escalation when the team encounters complex issues.  Reaches resolutions or identifies the need to further escalate an issue and communicates appropriately with all necessary parties.
* Conducts team meetings to update members on best practices, continuing expectations, assignments and responsibilities clearly and professionally.
* Stays current on new and existing HUB resources and specialty practices, carrier updates as well as state and federal regulations.  Develop and manage team implementation strategy in tandem with assigned producer and/or HUB leadership.
* Reviews and is responsible for client deliverables ensuring they meet client expectations and HUB branding and presentation standards.
* Champions communication of goals, vision, and procedures developed by the HUB leadership teams.
* Consults frequently with and is open to new ideas coming from team members.
* Conducts annual performance reviews for all direct reports and assists in annual budgeting and ongoing operational expense monitoring for all locations/departments.
* Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support.
* Develops and shares comprehensive analysis of team performance based on goals, objectives, and deadlines with HUB leadership.
* Works with regional EB Leadership Team to identify, develop and execute regional and national initiatives through project management activities and coordination of resources.
* Develops best practices for leveraging standard technology platform and tools such as Benefit point, ,  Zywave and others.
* Actively communicates with or visits prominent EB clients on a planned periodic basis to determine level of satisfaction and/or any additional service needs.
* Assists assigned producer in developing new business opportunities and delegating to appropriate team members.
* May support a book of business with similar duties and responsibilities as service staff.
* Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
* Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
* Establishes and maintain strong business relationships with clients and insurance carriers.
* Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues.
* Seeks continued knowledge and stays abreast of changes in the insurance industry and other…