Senior Client Manager - Group Benefits

About the Role

The Client Manager will provide quality client management by anticipating client needs, performing research to ensure employee benefits programs align with financial and organizational goals, and managing renewals with oversight from senior team members. Responsibilities include growing the current book of business, understanding client industries, and maintaining a minimum 95% retention and client satisfaction rating.

Responsibilities

• Manage the client service cycle, monitor timeframes, and meet renewal deadlines.
• Participate in annual meeting planning, including completing report sections and conducting research.
• Retain and develop accounts by:
  • Preparing and writing proposals, and providing quote comparisons.
  • Performing program benchmarking, demographic analysis, claims utilization analysis, financial underwriting review, and cost projection reporting.
  • Providing additional resources for clients as needed.
• Market renewal and new lines of coverage by:
  • Creating coverage specifications.
  • Analyzing quotes from carriers.
  • Negotiating with carriers.
  • Creating and presenting coverage analysis.
• Review policy coverage to identify cross-selling and additional revenue opportunities.
• Develop a thorough understanding of client business, policies, practices, and industries.
• Guide clients through the initial objective-setting process.
• Analyze data, draw conclusions, and recommend findings to clients.
• Respond to client needs and questions with sound recommendations on a day-to-day basis.
• Produce high-quality work and stay informed on technical and professional standards through company-sponsored and industry educational activities.
• Communicate legislative, regulatory, and technical developments to clients.
• Service clients in accordance with PAR E&O professional service standards, complying with all E&O Plus, legal, and regulatory requirements.
• Maintain a minimum 90% rating from E&O Plus audits on all accounts.
• Ensure adequate time for peer review of all client work, including calculations, reports, and presentations, for accuracy prior to delivery.
• Delegate appropriately and provide development opportunities for co-workers.
• Display professional, social, and teamwork skills.
• Manage and meet expectations of co-workers and clients.
• Participate in internal and external networking activities.
• Manage projects to meet deliverable deadlines and expectations.
• Remain up-to-date on all tasks and aware of firm’s service capabilities to generate ideas and solutions for clients.
• Contribute to team efficiency by sharing knowledge and best practices.

Requirements

• Bachelor’s Degree in Business, Risk Management, Analytics, or a related field preferred; high school diploma or GED with industry experience may substitute for an associate’s or bachelor’s degree.
• 3–5 years of employee benefits experience handling medium accounts at a high level of responsibility.
• Executive presence and strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
• Sound judgment and strong critical thinking to make decisions under time constraints.
• Ability to work collaboratively with internal and external stakeholders, exhibiting a positive attitude.
• Strong oral and written communication skills; effective communication with clients and insurance companies.
• Excellent organizational skills and strong financial analysis acumen.
• Working knowledge of the EPIC agency management system, underwriting requirements of carriers, policy provisions, and policy changes.
• Solid time management skills; ability to work under pressure, meet deadlines, and respond to stakeholders’ needs.
• Agility to multi-task and pivot to changing priorities as circumstances warrant.
• Proficiency with Microsoft Office Products, including Excel and PowerPoint.
• High energy level and ability to handle stress-related situations daily.

Qualifications

• Appropriate jurisdictional licenses—Life and Health—required to perform essential job functions.