Client Manager, Employee Benefits
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Irvine • California • United States
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Salary
💰 $85,000 per year
About the 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
- Communicate clear expectations to the client regularly
- Manage client inquiries and work with insurance partners to resolve client issues
Requirements
- 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
- Ability to learn any other appropriate insurance company and firm software systems
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
presentation skillsclient onboardingnegotiationexecutive summariesclient inquiriesinsurance software systems
Soft Skills
verbal communicationwritten communicationclient management
Certifications
state License