Client Manager – Employee Benefits
Unison Risk Advisors
full-time
Posted on:
Location Type: Remote
Location: Ohio • United States
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About the role
- Proficiently manage the client service cycle, monitor time frames and meet renewal deadlines.
- Participate in annual meeting planning by completing pertinent portions of the report and conducting research.
- Retain and develop accounts by preparing and writing proposals, and providing quote comparisons.
- Perform program benchmarking/demographic analysis, analysis of claims utilization data, financial underwriting review, and cost projection reporting.
- Provide additional resources for the client as needed.
- Market renewal and new lines of coverage including creating coverage specifications.
- Analyze quotes received from carriers and negotiate with carriers.
- Review policy coverage and identify cross-selling and additional revenue opportunities.
- Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
- Produce high quality work and remain informed on technical and professional standards by attending company-sponsored and industry educational activities, to include webinars/seminars and conferences.
Requirements
- Bachelor’s Degree in Business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate’s or bachelor’s degree is necessary.
- 3 – 5 years’ employee benefits experience handling medium accounts at a high level of responsibility.
- Exhibits executive presence, and has strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
- Exercises sound judgment and exhibits a strong critical thought process to make good decisions, despite time constraints.
- Able to work collaboratively with internal and external stakeholders, be a team player and exhibit a positive attitude.
- Possesses strong oral and written communication skills; communicates effectively with clients and insurance companies.
- Possesses excellent organizational skills and strong financial analysis acumen.
- Excellent working knowledge of EPIC agency management system and of underwriting requirements of carriers as well as policy provisions and policy changes.
- Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables, and is highly responsive to internal and external stakeholders’ needs and requests.
- Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
- Proficient with Microsoft Office Products, including Excel and PowerPoint, are required.
- This position requires a high energy level and the ability to handle stress-related situations on a daily basis.
- Possess appropriate, jurisdictional licenses - Life and Health
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisprogram benchmarkingdemographic analysisclaims utilization analysiscost projection reportingproposal writingquote comparisonpolicy coverage reviewcross-sellingnegotiation
Soft Skills
interpersonal skillsexecutive presencecritical thinkingcollaborationteam playeroral communicationwritten communicationorganizational skillstime managementagility
Certifications
Life licenseHealth license