Client Relationship Manager, Group Benefits & Retirement Solutions (Insurance)
Core
Build and maintain strong relationships with plan sponsors and administrators to support their evolving needs in group insurance and retirement solutions.
Role type
Client Relationship Manager (Group Insurance)
Builds
Client loyalty and retention for group insurance products
Domain
Financial Services / Group Insurance
Deliverable
client delivery
Required skills
group insurance product knowledge, claims and underwriting processes, contract and billing administration, stakeholder management, training delivery, conflict resolution, Microsoft Office proficiency, AI tool adoption
Preferred skills
experience in account management or sales, ability to navigate complex situations, autonomy and initiative
Technologies
Microsoft Office (PowerPoint), AI tools
Responsibilities
Serve as a trusted advisor and dedicated point of contact for plan sponsors; deliver training and ongoing support on products and services; proactively identify opportunities for improvement and recommend solutions; collaborate with internal teams on client retention and business development; contribute to service model improvement and share best practices.
Seniority
Mid-Senior, hands-on IC