Client Relationship Manager

Description Responsible for day‑to‑day account management for routinely/moderately complex client accounts for large group department 51+ fully insured and self‑funded. Manages the assigned book of business and builds, expands, and solidifies relationships with existing clients.

• Manage client processes accurately and timely: RFP, Client Set‑Up, Closing Process
• Complete compliance reviews accurately and timely
• Communicate to clients consistently and pro‑actively
• Attend at least one training/seminar/workshop per quarter

• Day‑to‑day contact for client for service needs; provide administrative support to an assigned block of clients. Must have a Life and Health license.
• Manage client set‑up, renewals, run open enrollment meetings and client meetings as needed.
• Take lead on designated renewals: prepare RFP, collect and review competitive proposals, prepare renewal presentation illustrating market offerings and present the Capital Services recommendations.
• Resolve the most complex customer service problems directly; escape client concerns when appropriate including claims.
• Take the lead on overall compliance for the client to include annual compliance review and overall, Health and Welfare plan compliance.
• Maintain data integrity and quality with any applicable software on a timely basis.
• Coordinate employee communications for enrollment.
• Establish and preserve a solid business rapport with clients and vendors.
• Educate clients on applicable legislation and market trends.
• Contract review and negotiations.
• Provide Vendor Management support for client.
• Prepare client utilization reports for review with client.
• Manage and update client’s benefit portals.
• Generate client interest in additional lines of coverage and cross‑selling opportunities.
• Participate in workshops, seminars, certifications, software/hardware updates, and/or health & welfare coursework to ensure highest level of industry knowledge. Other duties as assigned.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand; walk; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type / Expected Hours of Work

• This is a full‑time position. Typical days and hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. This position requires long hours and some weekend work.

Travel

• Travel is a requirement of this position and may involve out‑of‑area and overnight travel.

Required Education and Experience

• Bachelor’s Degree or higher in Management, Business, or related field, with a minimum of 7‑10 years professional working experience as an account manager or client service representative in the insurance (or a related) industry; or a combination of education and experience.
• Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
• Must maintain Life/Health Producer license.
• Must possess excellent problem‑solving and analytical skills and be able to translate business and technical requirements into workable solutions.
• Must possess strong communications skills (written and verbal) with an ability to communicate directly with clients, vendors, colleagues and executive management team.
• Must possess the ability to manage multiple timelines and complete tasks quickly within the constraints of timelines and budgets.
• Must possess the ability to work effectively as an individual and part of a team.

Mid‑Senior level

Full‑time

Sales and Business Development

Insurance

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