Remote Client Manager – Employee Benefits
C3-Risk-
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Benefits offered by this job
Job summary
C3 Risk & Insurance Services is seeking a Client Manager (Small Group) to oversee relationships with small group clients and coordinate marketing strategies with Producers and CE team. You will help identify coverage opportunities and manage renewals while maintaining high service standards for clients and producers.
You will train teammates, review quotes with partner agencies, and ensure accuracy of policies and enrollments.
Qualifications
- Client Manager experience in small group benefits is preferred.
- Experience renewing marketing, placement and policy delivery to producers and clients.
- Strong communication for presenting renewals and enrollment presentations.
Responsibilities
- Act as the primary contact for small group clients and build strong relationships.
- Collaborate with Producer and CE to understand client needs and strategies.
- Support producers in securing new business by reviewing coverage and benchmarking.
- Train and mentor team members to develop skills and knowledge.
- Oversee marketing, negotiate rates, and review quotes with GA partners.
- Prepare proposals and summarize marketing results with Producer/CE.
- Notify carriers/vendors of client decisions and ensure correct placement.
- Review policies, contracts, and summaries for accuracy.
Skills
Education
Tools
Job description
C3 Risk & Insurance Services is seeking a Client Manager (Small Group) to oversee relationships with small group clients and coordinate marketing strategies with Producers and CE team. You will help identify coverage opportunities and manage renewals while maintaining high service standards for clients and producers.
You will train teammates, review quotes with partner agencies, and ensure accuracy of policies and enrollments.
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