Strategic Benefits Client Manager

Unison Risk Advisors; Cleveland (OH); Sur place; USD 80 000 - 123 000; Plein temps

Résumé du poste

Unison Risk Advisors in the United States is seeking a Client Manager to provide quality management of client relationships by anticipating needs, conducting research to ensure benefits programs align with goals, and overseeing renewal processes with guidance from senior team members.

The role emphasizes understanding client business, achieving a 95% retention and satisfaction target, supporting growth on the current book, and delivering proposals, benchmarking, and cost analyses to inform

Qualifications

• Bachelor’s Degree in Business, Risk Management, Analytics or related field preferred; high school diploma or GED with industry experience acceptable.
• 3–5 years’ employee benefits experience handling medium accounts at a high level of responsibility.
• Exhibits executive presence and strong rapport-building/interpersonal skills with customers and co-workers.
• Strong judgment and critical thinking to make decisions under time constraints.
• Ability to work collaboratively with internal and external stakeholders; be a team player.
• Excellent oral and written communication skills; effective with clients and insurance companies.
• Excellent organizational skills and strong financial analysis acumen.
• Proficient with EPIC agency management system and underwriting requirements.

Responsabilités

• Proactively manage the client service cycle, monitor time frames, and meet renewal deadlines.
• With guidance from CE/Producer, contribute to annual meeting planning and research.
• Prepare and write proposals, and provide quote comparisons.
• Analyze claims utilization data, conduct financial underwriting reviews, and produce cost projections.
• Identify cross-selling opportunities and communicate recommendations to clients.
• Analyze data to draw actionable insights and present findings to clients.
• Maintain compliance with E&O standards and industry regulations.

Connaissances

Executive presence

Interpersonal skills

Oral and written communication

Time management

Analytical thinking

Team player

Multi-tasking

Client relationship management

Formation

Bachelor’s degree or higher

Outils

EPIC system

Excel

PowerPoint

Description du poste

Unison Risk Advisors in the United States is seeking a Client Manager to provide quality management of client relationships by anticipating needs, conducting research to ensure benefits programs align with goals, and overseeing renewal processes with guidance from senior team members.

The role emphasizes understanding client business, achieving a 95% retention and satisfaction target, supporting growth on the current book, and delivering proposals, benchmarking, and cost analyses to inform