Client Manager, Workplace Benefits

MedPro Group; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

An established industry player is seeking a skilled Workplace Benefits professional to enhance their sales team. This role involves strategic collaboration with sales reps and clients, ensuring smooth onboarding and implementation of accounts. The ideal candidate will demonstrate strong communication and problem-solving abilities, manage competing priorities, and maintain exceptional customer service. Join a forward-thinking company that values growth and offers a competitive compensation package, including comprehensive benefits. If you are passionate about making a difference in the insurance industry, this opportunity is perfect for you.

Benefits

401K Retirement Plan

Tuition Reimbursement

Flexible Spending Account

Short- and Long-Term Disability Coverage

Business Casual Dress

Health Insurance

Dental Insurance

Vision Insurance

Qualifications

• 3+ years of experience in voluntary insurance servicing accounts.
• Active Accident, Health and Sales Producer license preferred.

Responsibilities

• Support sales team with broker onboarding and case implementation.
• Manage client relationships and ensure successful account management.

Skills

Communication Skills

Problem-Solving

Negotiation Skills

Customer Service

Detail Oriented

Education

Bachelor’s Degree in Business Management

Tools

Salesforce

Job description

Wellfleet, a Berkshire Hathaway company, delivers customer-centric accident and health insurance, with quality service and uncompromising ethics. Wellfleet works to protect people against risk throughout every stage of life – from grade school to college to the workplace.

Founded in 1993 as Consolidated Health Plans (CHP), Wellfleet, headquartered in Springfield, Mass., is one of the nation’s leading providers of health and accident insurance products to the higher education market.

Wellfleet Workplace Benefits, a Berkshire Hathaway Company, seeks an experienced Workplace (Voluntary) Benefits professional to support the Wellfleet sales team and Wellfleet Workplace block of business.

A successful candidate will strategically work with sales reps and internal partners to win, onboard, implement, and manage new accounts. This candidate will be responsible for multitasking, ensuring broker and client satisfaction, and assisting internal partners.

Excellent time management and interpersonal skills, ability to adapt to shifting priorities in a fast-paced environment, and ability to manage emotions and project calm optimism are crucial for success in our organization and this role.

In this role, you will…

• Support the Wellfleet sales team with broker onboarding and case implementation
• Handle the RFI and RFP process for Wellfleet Workplace
• Participate with the sales team in presentations as needed
• Provide leadership, relationship management, and subject matter expertise to new and renewing policyholders, ensuring successful implementation, enrollment/re-enrollment and ongoing support for assigned clients.
• Responsible for quarterbacking the implementation and ongoing account management process, ensuring a smooth experience for the life of the policy.
• Ensure details are understood so that administrative processes and system(s) are established correctly
• Facilitates calls with all stakeholders to ensure accurate completion of all key deliverables in the implementation process. Identify implementation-related problems and work with manager or senior leaders to resolve issues
• Monitor and ensure operational readiness, accurate plan design, and efficient customer structure. Conduct weekly or periodic status meetings with various parties to review progress and resolve issues
• Coordinate with Marketing team for all enrollment communication materials
• Own the enrollment and re-enrollment event and results, inclusive of expenses. In partnership with the sales team, own the achievement of proper enrollment conditions and participation results, including upsell/cross-sell opportunities on assigned accounts, while ensuring persistence and growth
• Provides deliverables to client and broker regarding marketing material, contracts, etc.
• Provides customer service to brokers, sales reps, and clients throughout the life of a case.
• Educates internal and external parties on case implementation process, procedures and support
• Work closely with administrators, underwriters, and other internal departments to facilitate smooth operational functions
• Own all issues, including escalations for assigned block of business.Works directly with the resolution team to identify root cause, and communicates resolutions to client as well as internal and external stakeholders
• Responsible for assisting internal stakeholders in obtaining information related to assigned accounts in a timely manner
• Provides continual education to sponsors, brokers, enrollment firms, and other 3rd parties on enhancements to products, company processes, policies and procedures, website services and navigation, etc.
• Responsible for oversight, monitoring and compliance on assigned cases, especially cases with performance guarantees
• Must maintain thorough knowledge of all service activities associated with assigned clients. Work with assigned clients and internal partners to resolve and prevent issues.
• Proactively anticipates operational problems and identifies opportunities for improvement. Work with internal and external operational partners to identify and implement solutions. Contributes to and participates in departmental and organization-wide projects and committees designed to enhance service, improve efficiency, and improve knowledge
• Develops, communicates, maintains and manages the detailed project plan, timeline for account implementation projects and ensures deadlines, milestones, and success criteria are met or exceeded through timely coordination and communication of the details necessary to complete an account implementation project by the agreed upon effective date
• Perform other duties as assigned

We are looking for candidates with…

• Bachelor’s degree in business management, or related field, and at least 3 years of voluntary insurance experience servicing accounts, or equivalent combination of education and experience
• Possess and maintain an active and valid Accident, Health and Sales Producer license or have the ability to obtain required industry licensing
• Demonstrated success in dealing with sophisticated employer clients, brokers/consultants, enrollment firms, and other 3^rd party partners involved in the insurance processing lifecycle
• Willingness to travel when necessary
• Detail oriented with the ability to problem-solve while managing competing priorities
• Excellent communication and presentation skills, along with excellent customer service soft skills
• Strong consultation, negotiation, persuasion and influencing skills
• Ability to build and maintain collaborative working relationships at all levels
• Solid knowledge of group insurance, products, contracts, compliance requirements, and services
• Knowledge of underwriting principles and practices
• Experiencewithcustomerrelationshipmanagement(CRM)systems, specifically Salesforce
• Ability to work with leaders to develop and document desired business capabilities

Why Wellfleet?

Here at Wellfleet, we foster a culture of growth that enables engaged and high-performing professionals to be empowered to deliver our mission and vision.

Our employees are a team devoted to providing customer service that exceeds expectations of our members and clients. Successful team members continually look for ways to improve product delivery and value.

Wellfleet offers a competitive compensation package and comprehensive benefits package including life, health and dental, vision, 401K retirement plan, short- and long-term disability coverage, flexible/dependent care spending account, tuition reimbursement, and business casual dress.

Are you interested in exploring a career at Wellfleet? Explore our open positions.

General:

Wellfleet is part of the MedPro Group family. As such, all Wellfleet team members are employees of MedPro Group Inc. We are an Equal Opportunity Employer.

Wellfleet is part of the MedPro Group family. As such, all Wellfleet team members are employees of MedPro Group Inc. We are an Equal Opportunity Employer. The annual gross base salary range is $55,000 to $75,000. This range anticipates the low and high end of the salary for this position. Actual salaries will vary and are based on factors such as a candidate’s qualifications, skills and competencies. Salary is one component of Wellfleet’s total compensation and benefits package, which includes medical, vision and dental insurance options, life and accident insurance, 401(k), and short-term and long-term disability insurance. For a more detailed overview, visit our careers website at: wellfleetinsurance.com/about/careers. #LI-KS1 #LI-Remote