Client Manager - Employee Benefits

4 days ago

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The Baldwin Group

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Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000

Description

• Manage client service calendar including new client onboarding and processing renewals • Prepare and present executive summaries for clients, including claim experience and renewal recommendations • Manage all policy activity aspects of assigned accounts • Communicate clear expectations to the client regularly and proactively • Maintain a priority for accuracy and timeliness when interacting with clients • Conduct effective enrollment meetings as needed • Review existing programs to determine if additional lines of insurance should be added • Cultivate strong relationships with clients and insurance company partners • Look for opportunities to improve the firm and processes

Requirements

• Strong presentation skills, both verbal and written communications • Current state License required • Bachelor's degree preferred plus 4+ years of related experience • Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems • Demonstrates firm’s core values, exuding behavior that is aligned with corporate culture