About the role
- Overall responsibility for the client relationship within an assigned book-of-business.
- Establishing and maintaining excellent internal and external relationships.
- Seeking and understanding the client’s needs.
- Managing the team responsible for delivering all aspects of services delivered.
- Participating in the sales process.
- Maintaining a high client retention rate.
Requirements
- Minimum of a Bachelors degree, preferably in business.
- Minimum of 5 to 8 years industry experience working for an insurance agency, consulting firm, group insurance carrier or related experience.
- Demonstrated ability to manage senior level client executives and continue to cultivate the client relationship.
- Strong working knowledge of the group benefits industry, particularly within the financial and strategic planning areas.
- Strong leadership, persuasion, communication and writing skills.
- Ability to work under pressure and multi-task.
- Ability to work in a team leadership role.
- Must be self-directed, organized and resourceful.
- Must have and maintain a valid license to sell life and health insurance in the State of Michigan.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client relationship managementsales process participationclient retention strategiesgroup benefits knowledgefinancial planningstrategic planning
Soft skills
leadershippersuasioncommunicationwritingorganizationresourcefulnessteam leadershipability to work under pressuremulti-tasking
Certifications
valid license to sell life and health insurance in Michigan