Client Service Manager - Employee Benefits, Small Business

Hylant; Lake Mary (FL); Remote; USD 70,000 - 100,000; Full time

Job summary

A leading insurance brokerage is seeking an Employee Benefits Small Business Client Service Manager to serve as the primary contact for clients. This role involves managing client communications, implementing benefit solutions, and ensuring compliance for a vibrant book of business. The ideal candidate will have a bachelor's degree, relevant client service experience, and will thrive in a collaborative environment focused on quality client care.

Qualifications

• Bachelor's degree in business or related field.
• 3-5 years of Employee Benefits client service experience preferred.
• Active Life and Health License required.

Responsibilities

• Serve as key service contact for clients in Employee Benefits.
• Manage current book of business and renewal strategy.
• Facilitate client open enrollment communications.

Skills

Attention to detail

Communication skills

Teamwork

Education

Bachelor’s degree in business, insurance, risk management or similar

Tools

Applied Epic

Microsoft Office

Job description

The Opportunity:

The Employee Benefits Small Business Client Service Manager is the primary point of contact for clients and is responsible for supporting and collaborating with the sales team regarding client presentations and deliverables, carrier implementations, compliance and new client onboarding to promote further growth and retention in a manner that is consistent with the Hylant Core Values.

In This Role You Will Execute On:

• Serve as the key service contact to identify, design, communicate and implement cost-effective benefit solutions for a book of business primarily in the small group market.
• Respond to requests for assistance from clients in a timely and collaborative manner.
• Ensure all records are complete and accurate both at the time of renewal and at the point of final implementation; confirm records are continuously maintained and updated for the accepted lines of coverage.
• Lead strategy as it pertains to the clients' Employee Benefits program.
• Work closely and build relationships with client contacts.
• Manage current book of business, leading in the renewal strategy, including preparing and sending out RFPs, reviewing, analyzing, and summarizing quotes, proposal preparation and presentation to the client.
• Initiate the renewal negotiation process on behalf of the client.
• Manage client open enrollment communications and distribution of client plan documents to include SBC, SPD, certificates, carrier renewal and implementation paperwork.
• Facilitate completion of carrier renewal and implementation paperwork and manage carrier issues during implementation.
• Manage client data gathering, data entry, accuracy, and auditing of Applied Epic, including documentation of services provided and of all activities in Applied Epic.
• Act as a mentor or trainer to other team members
• Perform other duties and special projects as requested.

In This Role You’ll Need:

• Bachelor’s degree in business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
• Three to Five years of Employee Benefits client service experience preferred.
• Active Life and Health License Required.
• Experience with Applied Epic, Applied Benefits Designer or FormFire preferred.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Excellent attention to detail.
• Exceptional oral and written communication skills.
• Ability to work well in a team environment.

Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in over eight states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

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