The Client Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Client Manager is expected to provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. A Client Manager establishes effective working relationships with internal partners, clients, and carriers.
Responsibilities
- Proactively and professionally manage client service relationships.
- Maintain open communication channels with internal partners, clients, and carriers.
- Communicate due dates, timelines, and expectations to clients and partners.
- Identify problems, summarize, and develop strategic solutions.
- Install new group insurance contracts for clients effectively utilizing resources to match client needs.
- Administer renewals including preparing appropriate contractual changes.
- Inform clients of ERISA, COBRA, and FMLA compliance measures.
- Develop employee communications on behalf of the client for the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes, and clarifications.
- Develop and maintain excellent carrier relationships.
- Attend employee new hire and open enrollment meetings as needed.
- Maintain agency management and commissions software.
- Remain informed regarding industry information and new product information.
- Expect to further industry education through insurance courses and pursue an industry designation.
- Expected to be a strong member of the community and further personal development in volunteer opportunities
