Client Manager – Employee Benefits

Client PartnerSalesFull TimeRemoteSeniorTeam 501-1,000Since 2020H1B No SponsorCompany SiteLinkedIn

Location

Ohio

Posted

74 days ago

Salary

0

Seniority

Senior

Bachelor Degree3 yrs expExperience acceptedEnglish

Job Description

Client Manager – Employee Benefits

Unison Risk Advisors

• Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines. • Participate in annual meeting planning by completing pertinent portions of the report and conducting research. • Retain and develop accounts by preparing and writing proposals, and providing quote comparisons. • Perform program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting. • Provide additional resources for the client as needed. • Market renewal and new lines of coverage including creating coverage specifications. • Analyze quotes received from carriers and negotiate with carriers. • Review policy coverage and identify cross-selling and additional revenue opportunities. • Ensure legislative, regulatory and technical developments are appropriately communicated to clients. • Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.

Job Requirements

  • Bachelor’s Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary.
  • 3 – 5 years’ employee benefits experience handling medium accounts at a high level of responsibility.
  • Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
  • Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
  • Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
  • Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
  • Possesses excellent organizational skills and strong financial analysis acumen.
  • Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
  • Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders’ needs and requests.
  • Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
  • Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.
  • This position requires a high energy level and the ability to handle stress-related situations on a daily basis.
  • Possess appropriate, jurisdictional licenses - Life and Health

Benefits

  • Competitive salary
  • Professional development opportunities
  • Positive work environment
  • Delegation and development opportunities for co-workers
  • Participation in webinars/seminars and conferences

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