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.

A minimum of 2 years of Disability and Life Group Benefits experience, emphasis on account management is preferred.
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.
Demonstrates good leadership skills.
Ability to build rapport and develop/maintain strong relationships with internal/external partners.
Ability to work independently.
Ability to travel as needed.

Employee Benefits Client Relationship Manager

Key skills