Client Partner

• Manages all policy activity and stewardship aspects in book of business
• Analyzes and reports on relevant claims data for larger accounts
• Ensures client compliance with respect to benefits
• Gathers the information needed to present to insurance company marketplace for proposals
• Conducts effective enrollment meetings as needed
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients
• Manages some house accounts without assistance from leadership
• Reviews existing accounts to determine if additional lines of insurance should be solicited
• Cultivates strong relationships with insurance company partners
• Looks for opportunities to improve the firm

Senior Client Manager, Employee Benefits

• Manage a book of business and the business relationship as a strategic consultant for existing accounts
• Renew accounts and sell new products and services to ensure retention and growth of profitable business.
• Manage relationships at senior levels with clients, consultants and brokers/producers
• Develop, implement and execute business plans and metrics for retaining and growing membership

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Senior Client Manager, Employee Benefits

Client Manager