Client Manager - Employee Benefits

The Plexus Groupe; Deer Park (IL); On-site; USD 70,000 - 100,000; Full time

Job summary

The Plexus Groupe is seeking a Client Manager for our Employee Benefits Practice at our Deer Park headquarters, with consideration for our Chicago office. You will personally manage a dedicated book of business, mentor teammates, and help drive revenue and profitability through excellent client service.

Your day-to-day includes managing workflows, ensuring client persistency, maintaining transparent client relationships, and coordinating with carriers and vendors to protect client interests.

Qualifications

• BA/BS degree or equivalent experience.
• 3+ years of client management experience, with 5+ years of general Employee Benefits Brokerage experience
• Proven professional history of success at managing client relationships.
• Proven understanding of fundamental benefit laws, regulations and compliance standards.
• This role will be required to travel 15% of the time.
• State Life and Health Producers license is required; industry professional designation a plus.
• Ability to communicate with all levels of an organization, verbally and in writing required.
• Excellent attention to detail is required.
• Proficient in MS Office Suite, especially Excel and PowerPoint.
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.

Responsibilities

• Workflow Management and Training – ensures all internal work processes are understood across the client management team and adhered to in order to promote consistency of effort; regularly achieve quality standards and produce desired results for our clients.
• Client Persistency – ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession, the colleague is expected to spend seventy-five percent of their time working on and interacting with clients.
• Client Satisfaction – ensures an honest, straight-forward and open relationship exists with all clients in order to promote a strong working partnership between the client and The Plexus Groupe's assigned client team - it is expected that such transparency will promote positive client satisfaction and mutual trust.
• Vendor Management – ensures business partnerships are maintained with all key carriers and third - party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients.
• Industry Knowledge and Application – dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes),and works diligently to assess the impact such changes will have on our clients, our Employee Benefits Practice and The Plexus Groupe as a whole.
• Client Meetings and Presentations – Actively supports the client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful and produce the expected value and results.

Skills

Client management

Relationship management

Communication

Attention to detail

Travel readiness

MS Office Suite

Education

BA/BS degree or equivalent

Tools

MS Office Suite

Job description

The Plexus Groupe is looking for candidates who dream big. We have an opening for a Client Manager within the Employee Benefits Practice at our Deer Park headquarters location, but candidates will also be considered for our Chicago office.

Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever?If you are a team player and task-master, you prefer a balance of working with data and people, you thrive in a fast-paced environment with deadlines, and you have strong attention to details and follow through, please keep reading…

Summary

Responsible for supporting the designated team’s business objectives and client management principles such that revenue and profit expectations are achieved – in so doing is responsible for personally managing a dedicated book of business. This position is also responsible for mentoring and directing other teammates.

Job Responsibilities

• Workflow Management and Training – ensures all internal work processes are understood across the client management team and adhered to in order to promote consistency of effort; regularly achieve quality standards and produce desired results for our clients.
• Client Persistency – ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession, the colleague is expected to spend seventy-five percent of their time working on and interacting with clients.
• Client Satisfaction – ensures an honest, straight-forward and open relationship exists with all clients in order to promote a strong working partnership between the client and The Plexus Groupe's assigned client team - it is expected that such transparency will promote positive client satisfaction and mutual trust.
• Vendor Management – ensures business partnerships are maintained with all key carriers and third - party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients.
• Industry Knowledge and Application – dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes),and works diligently to assess the impact such changes will have on our clients, our Employee Benefits Practice and The Plexus Groupe as a whole.
• Client Meetings and Presentations – Actively supports the client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful and produce the expected value and results.

Required Experience

• BA/BS degree or equivalent experience.
• 3+ years of client management experience, with 5+ years of general Employee Benefits Brokerage experience
• Proven professional history of success at managing client relationships.
• Possess a proven understanding of fundamental benefit laws, regulations and compliance standards.
• This role will be required to travel 15% of the time.
• State Life and Health Producers license is required; industry professional designation a plus.
• Ability to communicate with all levels of an organization, verbally and in writing required.
• Excellent attention to detail is required.
• Proficient in MS Office Suite, especially Excel and PowerPoint.
• Ability to calculate customized financial analysis and present an interpretation of the data and its meaning.

The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.

Compensation and Benefits:

The approximate annual salary range for this position is $70,000 - $100,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global —the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit www.plexusgroupe.com to learn more.