Associate Client Service Manager - Employee Benefits
Core
Primary service contact for a low to moderately complex book of business, overseeing client servicing needs, onboarding, renewals, and relationship development.
Role type
Associate Client Service Manager
Builds
Client retention and long-term partnerships within the insurance brokerage sector
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
insurance client service, client onboarding, renewal management, risk assessment support, business intelligence gathering, CES compliance management
Preferred skills
Life & Health insurance designation
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Serve as primary service contact for assigned book of business; onboard new clients; manage client renewal process; participate in relationship development with clients and carriers; support senior staff on complex accounts for coverage solutions; maintain and grow insurance knowledge
Seniority
Associate, entry-level IC