Client Services Manager - Employee Benefits

Ceridian HCM, Inc.; Irvine (CA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Join a dynamic and expanding firm that specializes in employee benefits solutions. This hybrid role offers the opportunity to manage a dedicated team, ensuring top-notch service delivery while fostering individual and team growth. You'll be at the forefront of operational improvements, training initiatives, and strategic planning within a supportive environment. If you're passionate about making a difference in employee welfare and enjoy leading teams, this is the perfect opportunity for you. Embrace a career that promotes both personal and professional development in a thriving industry.

Benefits

Competitive financial package

Comprehensive employee programs

Career development opportunities

Qualifications

• Bachelor's Degree or equivalent experience required.
• 3+ years in brokerage services and team lead roles.
• Valid Insurance License is mandatory.

Responsibilities

• Manage a team responsible for client insurance renewals and support.
• Identify process improvements and enhance team communication.
• Conduct performance reviews and oversee staff training initiatives.

Skills

Advanced knowledge of employee benefit insurance plans

Knowledge of basic underwriting concepts

Proficient in Microsoft Office

Talent management skills

Excellent communication skills

Problem-solving ability

Teamwork and collaboration

Education

Bachelor's Degree or equivalent

3+ years in brokerage services

3+ years in a senior/team lead role

3+ years underwriting experience

Valid Insurance License

Job description

Client Services Manager - Employee Benefits

Irvine, CA, USA Req #3524

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at www.alliant.com .

*THIS IS A HYBRID ROLE IN OFFICE 4 DAYS A WEEK*

SUMMARY

Manages a team of brokerage services staff responsible for working with the account team in processing client insurance renewals, conducting and analyzing marketing, preparing financial summaries and providing general technical support for assigned accounts. Continuously monitors the team's work load to ensure required service volume and quality levels are attained. Provide team leadership in the areas of training and process improvement to support ongoing regional and national strategic initiatives. Trains and coaches staff in standard policies, procedures, and best practices. Identifies opportunities for operational improvements and implements solutions. Monitors staff performance and has responsibility for hiring and performance appraisal.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Partners with service team leadership to identify and execute process and communication improvements and enhancements.

• Manages brokerage service staff including; motivating/mentoring staff, employee development, conducting performance reviews and performing disciplinary action as appropriate.

• Allocates team resources and monitors deliverables to ensure client needs are met successfully and in a timely fashion.

• Partners with management and service team leadership in assessing workflow analysis and problem solving.

• Develops and implements consistent work flows and procedures including corresponding measurement tools with an emphasis on workload re-balancing and best practices.

• Responsible for oversight and leadership of staff training initiatives; effectiveness of training material; identification of subject matter experts to deliver training.

• Partners with Operational leadership to assess performance goals and objectives with an emphasis on achieving optimum results.

• Ensures that appropriate measurement tools are in place to effectively manage workflows and individual results as well as monitors/tracks staff compliance of corporate initiatives (i.e. procedure manual coursework, etc.);

• Partners with management to identify and develop training.

• Tracks and analyzes financial performance of certain strategic initiatives.

• Performs analysis and assists on special projects as requested by management.

• Partners with Human Resources to ensure compliance with employment law and consistent organizational practices.

• Assesses personnel/staffing needs, prepares personnel requisitions and assists with recruiting interviews.

• Schedules and facilitates regular staff meetings.

• Assist with creation of presentations for Operational leadership for internal and external meetings.

• Other duties as assigned.

• Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

• Performs other duties as assigned

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degreeor equivalent combination of education and experience

Three (3) or more yearsexperience in a brokerage services role

Three (3) or more yearsexperience working at a senior or team lead level

Three (3) or more yearsunderwriting experience

Valid Insurance License

SKILLS

Advanced knowledge of employee benefit insurance plans, renewal process, health & welfare program administration and current industry trends

Knowledge of basic underwriting concepts and principles

Proficient in Microsoft Office products

Skill in talent management through motivating, developing, and directing employee work performance

Skill in managing one’s own time and the time of others

Excellent oral and written communication skills

Ability to recognize, analyze, and solve a variety of problems

Ability to work within a team and to foster teamwork

Ability to develop objectives, evaluate effectiveness, and assess needs

Ability to review carrier and vendor contracts

#LI-LM1

We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the “Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here .