Client Relationship Manager, Employee Group Benefits - Los Angeles or San Diego, CA
Core
Managing a defined book of business for regional accounts (500-4,999 lives) to retain and grow life and disability insurance coverage.
Role type
Client Relationship Manager (Group Benefits)
Builds
Employee benefits solutions for businesses to attract and retain talent
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
account management, book of business strategy, renewal process management, underwriting principles communication, claims experience communication, pricing justification communication, stakeholder coordination, process improvement identification, MS Office proficiency
Preferred skills
Disability and Life Group Benefits experience, account management emphasis, 4-year college degree
Technologies
Outlook, Word, Excel, PowerPoint
Responsibilities
Proactively support clients through stewardship meetings, develop and execute book of business strategies, make recommendations for changing benefits/HR needs, identify opportunities for new or increased lines of coverage, partner with Regional Account Executive to educate brokers, drive the renewal process, act as primary liaison between customer and internal partners, identify process improvement opportunities
Seniority
Mid-level, hands-on IC