Client Manager, Group Benefits

SmartRecruiters, Inc.; Layton, Northern (UT, KY); Híbrido; USD 50.000 - 60.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

Employee Assistance Program (EAP)

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Descripción de la vacante

Trucordia is seeking an insurance broker client services professional to onboard new clients and manage lifelong relationships. You will handle a diverse book of Life & Health accounts and coordinate renewals and proposals.

You will work with carriers, prepare submissions, review contracts, and maintain Salesforce/Benefit Point records while collaborating with Producers and Client Managers to meet client needs.

Formación

• 2-5 years of experience in insurance, customer service, or a related field preferred.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications strongly preferred.

Responsabilidades

• Serve as the first point of contact for clients, providing prompt and professional service during onboarding and ongoing relationship management.
• Manage a complex book of business with various account types: fully-insured, level-funded, self-insured, etc.
• Coordinate and manage placement of new and renewal accounts with carrier partners across Life & Health lines.
• Develop proposals and presentations and obtain client confirmation on plans/products.
• Review contracts for accuracy and coordinate with carriers for corrections.
• Assist with underwriting information and preparation of submission materials.
• Maintain carrier relationships to secure competitive quotes and solutions.
• Support renewal and retention through proactive service and relationship management.
• Coordinate annual open enrollment meetings and process enrollment changes.
• Maintain records in Salesforce/Benefit Point and collaborate with internal teams.

Conocimientos

Insurance concepts

Communication

Multitasking

Detail orientation

Herramientas

Salesforce

Descripción del empleo

• Compensation: USD 50,000 - USD 60,000 - yearly

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

• Serve as the first point of contact for clients, providing prompt and professional service during the onboarding of new clients as well as lifelong relationship management and retention.
• Work a somewhat complex book of business with higher life counts and exposure into varying account types: fully-insured, level-funded, self-insured, etc.
• Manage the placement of new and renewal accounts with carrier partners across Life & Health Insurance lines and products.
• Understand account strategy and work to develop proposals, formal presentations and obtain client confirmation on selected plans/products.
• Review contracts for accuracy and work with carriers to make necessary corrections.
• Assist with gathering underwriting information and preparing submission materials.
• Maintain strong carrier relationships to secure competitive quotes and solutions for clients.
• Ensure the successful renewal and retention of accounts through proactive service and relationship management.
• Manage annual benefit renewal activities including pricing of benefits programs, coordinating pre-renewal presentation and the renewal action timeline.
• Coordinate and present at annual open enrollment meetings.
• Process enrollment changes for clients.
• Maintain accurate and up-to-date records in the Salesforce/Benefit Point agency management system.
• Collaborate with Producers, Client Managers, Client Executives and other internal stakeholders to support client needs.

Qualifications

• 2-5 years of experience in insurance, customer service, or a related field preferred.
• Intermediate understanding of Life & Health insurance concepts.
• Strong interpersonal and communication skills, both written and verbal.
• Proven ability to manage multiple tasks and priorities in a deadline-driven environment.
• Familiarity with Salesforce or similar agency management systems is a plus.
• Must be detail-oriented with strong organizational skills.
• Active Life & Health licenses required; advanced certifications (e.g., CEBS, RHU, REBC) strongly preferred.

Additional Information

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.