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
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

Client Relationship Manager, Employee Benefits

Key skills