Client Relationship Manager

Role Overview

• Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers.
• Your primary role is to retain and grow your book of business.
• Proactively support your clients through various interactions including stewardship meetings based on each customer’s needs.
• Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer’s needs.
• Make recommendations for changing where appropriate.
• Keeps abreast of client's changing benefits/HR needs/corporate landscape.
• Identifies and coordinates annual enrollment activity/communication requirements.
• Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive.
• Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff.
• Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate.
• Primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time.
• Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate.
• Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers.

Requirements

• A minimum of 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred.
• 4-year college degree preferred or equivalent work experience.
• As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements.
• Ability to facilitate meetings and/or present to groups of varying sizes.
• Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint.
• Excellent verbal and written communication skills.
• Highly organized, detail oriented and able to manage multiple priorities at once.
• Ability to build rapport and develop/maintain strong relationships with internal/external partners.
• Ability to work independently.
• Demonstrates good leadership skills.

Benefits

• Other rewards may include short-term or annual bonuses
• long-term incentives
• on-the-spot recognition