About this role

Utilize exceptional client servicing skills to maintain and expand client relationships
Collaborate with the sales team, carriers and the client to establish and renew benefit plans
Perform service functions such as employee open enrollment meetings, wellness options and other day-to-day service
Participate in strategy meetings and making presentations to decision makers and employees
Coordinate and actively participate in the advancement of Wellness drivers for assigned clients
Participate in continuing education to maintain licenses and stay current with regulations

Life and Health License
Exceptional oral and written communication and relationship building skills
Strong analytical and problem-solving skills
Ability to conduct presentations and speak to diverse groups
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
Bachelor’s Degree in Risk Management, Business Administration or other related fields (these additional qualifications are a plus, but not required to apply)

Client Service Manager – Employee Health & Benefits

Key skills