Partner with the PEO Consultants to provide excellence in managing client implementation, renewal, reporting, technical tools, and overall service.
Work with Consultant to Manage the Client Relationship
Manage Client Reporting & Deliverables
Establish & Manage Client Communications; including calls, call notes, and take-away items
Manage New Client/Renewal Implementation Process & Timelines (includes Tech Tools)
Ensure accuracy of both client facing and internal partner documents
Client Service within scope of skill set

Strong attention to detail
Positive, can-do attitude
Self-motivated, flexible, and disciplined
Ability to work independently as well as in team environment
Excellent verbal and written communication skills
Strong organizational skills
Ability to thrive in fast-paced production environment
Previous applicable work experience, required
Proficient with Microsoft Office products (especially Excel), required
Familiarity with insurance carrier websites, preferred
Bachelor’s degree or equivalent combination of education & experience, preferred
Familiarity with database applications, a plus
Insurance license required, can be obtained within 90 days of hire

Client Manager

Key skills