About this role

Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage
Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations
Manage all policy activity aspects of assigned accounts
Communicate clear expectations to the client regularly, professionally, and proactively
Conduct effective enrollment meetings, as needed with prepared collateral

Strong presentation skills, both verbal and written communications
Current state License required
Bachelor's degree preferred plus 2+ years of related experience
Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems

Client Manager, Employee Benefits – Insurance Advisory Solutions

Key skills