Client Relationship Manager

Responsibilities:

• Responsible for client retention, building relationships with key client personnel.  Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.

•  Provide timely legislative updates to clients.

•  Technical and daily management of client accounts including claims questions, administrative issues, client requests and keep Producer/CRA informed of status.

•  Provide recap of meeting/conference call notes to CRA/Producer.

•  Preparation of final proposals, benchmark reports and supplemental sales materials for presentation to prospects and clients.

•  Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and confirmation of carrier enrollment materials.

•  Prepare communications, open enrollment memos, PowerPoint presentations.

•  Responsible for notification form to Revenue Coordinator within effective date of change.

•  Responsible for compliance audits in conjunction with Compliance Officer.

•  Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims analysis as decided by Producer.

•  Responsible for client 5500 criteria, submission of worksheets, previous filing to Wrangle.

•  Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.

•  Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.

•  Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.

•  Other responsibilities/duties as assigned or requested by Management.

Qualifications:

• Three years’ experience in employee benefits account management.

• Life/Health license required.

• Knowledge of underwriting principals, alternative funding arrangements and self-funding.

• Ability to analyze claims and project renewals for self-funded and large fully-insured accounts.

• Familiarity with state and federal compliance regulations and industry trends/best practices.

• Proficiency with Microsoft Office products.

• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.