Client Manager - Group Benefits

Duties and Responsibilities

• Partner with producers to bind and secure renewals and new business.
• Handle client requests for endorsements to policies, certificates of insurance, and high-level general questions.
• Regular interaction with clients both on the phone and via email.
• Handle all servicing aspects of an existing book of business as well as market new business.
• Advise and assist clients by explaining coverage options / exclusions; making coverage recommendations; requesting policy changes and assisting with the needs of the client.

Qualifications

• 5+ years of experience in insurance account management
• Ability to work well under pressure in a team environment and effectively prioritizing risks to manage concurrent workflow
• Possess excellent interpersonal skills, including listening, verbal and written communication skills with the ability to communicate effectively
• Experience with Microsoft suite products and aptitude for benefits technology
• State Life and Health License required