Senior Client Relations & Benefits Lead

Alliant Insurance Services; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Comprehensive employee programs

Competitive financial package

Job summary

A leading insurance brokerage firm in Charlotte, North Carolina, seeks an experienced professional responsible for managing client relationships and ensuring satisfaction. The role requires eight or more years of related experience, strong communication skills, and a valid Insurance License. Responsibilities include analyzing market proposals, conducting open enrollment meetings, and negotiating benefits premiums. With a commitment to comprehensive employee programs, this firm values individual and career growth.

Qualifications

• Eight or more years related work experience.
• Valid Insurance License required.
• Must meet Continuing Education requirements for license renewal.

Responsibilities

• Manage relationships with clients to ensure retention and satisfaction.
• Review client team’s RFPs and analyze market proposals.
• Conduct client open enrollment meetings.
• Negotiate benefits premium concessions with markets.
• Track and resolve outstanding balances within 60 days of invoicing.

Skills

Excellent verbal and written communication skills

Ability to work within a team

Excellent customer service skills

Leadership skills

Problem-solving skills

Time management skills

Proficiency in Microsoft Office Suite

Education

Bachelor's Degree or equivalent

Job description

A leading insurance brokerage firm in Charlotte, North Carolina, seeks an experienced professional responsible for managing client relationships and ensuring satisfaction. The role requires eight or more years of related experience, strong communication skills, and a valid Insurance License. Responsibilities include analyzing market proposals, conducting open enrollment meetings, and negotiating benefits premiums. With a commitment to comprehensive employee programs, this firm values individual and career growth.