Client Relationship Manager, Employee Benefits, New York State Region
Core
Manage a defined book of business (500-4,999 lives) for regional accounts, focusing on retention, growth, and strategic planning for life and disability insurance.
Role type
Account Manager (Group Benefits)
Builds
Retained and expanded book of business for mid-sized regional accounts
Domain
Insurance (Life & Disability Group Benefits)
Required skills
Account management, book of business strategy, client relationship management, renewal process management, underwriting principles knowledge, claims experience understanding, pricing justification communication, stakeholder coordination, process improvement identification
Preferred skills
Disability and Life Group Benefits experience, account management emphasis, meeting facilitation, group presentation skills
Technologies
MS Office (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 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, communicate underwriting principles and pricing justifications
Seniority
Mid-level, hands-on IC