Client Manager - Group Benefits

Certificates, Licenses, Registrations Required to Perform the Essential Job Functions

• Possess appropriate, jurisdictional licenses - Life and Health

Originally posted on Himalayas

• 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.
• Contribute to team efficiency by sharing knowledge and best practices.
• 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.