Strategic Client Relations Manager - Insurance

Jobtailor; Colorado; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in the United States (Colorado) seeks a client relationship specialist to deliver superior service, resolve complex inquiries, and foster retention. You will gather data, troubleshoot issues, and collaborate with agents, employers, and enrollment vendors to review plans and resolve escalations.

The role requires a bachelor’s in business, 2+ years in insurance or client relations, and strong communication, organization, and Microsoft Office skills. Salesforce experience is preferred.

Qualifications

• Bachelor’s degree in business or equivalent
• Two years of insurance or client relationship experience
• Excellent written and oral communication skills
• Excellent attention to detail and organizational skills
• Technical aptitude to quickly learn software applications
• Ability to work independently and leverage resources
• Advanced proficiency with MS Office (Word, Excel, PowerPoint)
• Knowledge of voluntary insurance benefits preferred
• Life, accident, and disability experience preferred
• Experience with Salesforce preferred
• Ability to multitask and prioritize
• Authorized to work in the U.S.; visa sponsorship unavailable

Responsibilities

• Develop and maintain close relationships with clients, agents, and internal partners to deliver superior customer service and improve client retention
• Research inquiries and issues, determine solutions or alternatives, and negotiate problem resolution
• Gather data from multiple systems to interpret, troubleshoot, and resolve issues
• Handle complex service issues, administrative processes, and key partnerships
• Follow up with business groups and service vendors to ensure service levels are met
• Lead calls with agents, clients, and enrollment vendors to review account details, discuss plan offerings, and resolve complex service-level issues
• Identify and promote additional service opportunities to aid retention of inforce voluntary plans
• Address client needs, develop action plans, and consult on products, services, and capabilities
• Provide education to agents, employers, internal wholesalers, and regional vice presidents on product administration, systems, and portals
• Participate in cross-functional initiatives as a department subject matter expert
• Review billing discrepancy, new business, and reenrollment reports to resolve complex employee and client-level issues
• Produce marketing materials for clients and agents and work with the Marketing team
• Keep current on products and systems to educate agents and clients

Skills

Client Relationship Management

Customer Service

CRM Systems Experience

Microsoft Office Proficiency

Voluntary Insurance Knowledge

Life Insurance Knowledge

Disability Insurance Knowledge

Billing Discrepancy Review

Data Interpretation

Research Skills

Independent Work

Multitask

Education

Bachelor’s degree in business

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Jobtailor in the United States (Colorado) seeks a client relationship specialist to deliver superior service, resolve complex inquiries, and foster retention. You will gather data, troubleshoot issues, and collaborate with agents, employers, and enrollment vendors to review plans and resolve escalations.

The role requires a bachelor’s in business, 2+ years in insurance or client relations, and strong communication, organization, and Microsoft Office skills. Salesforce experience is preferred.