Senior Client Manager – Employee Benefits

Handles the day-to-day administration annual renewals marketing of new and existing clients and on-going customer service for an assigned book of business.

Essential Functions:

• Manage the day-to-day and annual issues of assigned clients including annual marketing proposal presentations enrollment on-going customer service and underwriting matters
• Assist with the oversight of the assigned client team
• Maintain client relationships to achieve client persistency
• Identify research and present opportunities for new coverage with assigned clients
• Assist producer with renewal and new client presentations by coordinating efforts from start to finish
• Assist client team with sales and marketing efforts with new and renewal business
• Maintain professional and courteous relationships with assigned clients by meeting regularly to discuss current issues and expectations to service the account

Required Experience:

• BA/BS degree or equivalent experience
• 3-5 years of client management experience with 5-7 years of general Employee Benefits Brokerage experience additional large market (100) experience preferred
• Proven professional history of success at managing client relationships
• Possess a proven understanding of fundamental benefit laws regulations and compliance standards
• This role will be required to travel 20% of the time
• State Life and Health Producers license is required; industry professional designation a plus
• Ability to communicate with all levels of an organization verbally and in writing required
• Excellent attention to detail is required
• Proficient in MS Office Suite especially Excel and PowerPoint
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning