Client Relationship Manager

Job Summary

Seeking a dedicated and experienced Client Relationship Manager to join a team. The ideal candidate will be responsible for retaining and growing business by managing client and prospective client relationships. This role requires collaboration with team members to deliver exceptional customer service, achieve client satisfaction, and identify new business opportunities. If you are a results-driven professional with a passion for building strong relationships and delivering innovative solutions, encourage you to apply.

Compensation Package

• A comprehensive benefits plan, including health, accident, and life insurance.
• Opportunities for professional development and continuing education.
• A supportive and collaborative work environment.
• Competitive salary commensurate with experience.

Responsibilities

• Manage, retain, and grow an existing book of business through networking, referrals, and cross-selling.
• Establish and maintain strong relationships with clients, prospective clients, carrier partners, and internal team members.
• Plan and oversee the renewal process for health and life coverages, recommending appropriate insurance solutions and cost-reduction strategies.
• Ensure compliance with renewal, sales, and insurance operations requirements, documenting all activities in the agency management system.
• Conduct strategic planning sessions with clients to meet annual service goals and objectives.
• Educate clients on benefits legislation, regulatory requirements, compliance, and new product information.
• Develop and oversee customer service plans to ensure exceptional client satisfaction.
• Resolve client issues and address escalated employee enrollment and claims concerns.
• Prepare and deliver stewardship reports, proposals, and presentations aligned with client needs.
• Support the sales team with new business strategies, prospect meetings, and client implementation.
• Promote teamwork and knowledge sharing within the department and organization.
• Participate in training initiatives and remain current on industry trends, legislation, and product developments.
• Adhere to agency guidelines, policies, and procedures.

Qualifications/Requirements

Required:

• Valid Health, Accident, and Life Insurance Producer license in good standing.
• Proficient knowledge of insurance coverages, contracts, and state regulations.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher).
• Familiarity with office equipment such as copiers, printers, and fax machines.
• A minimum of 7 years of progressive experience in account management or sales.

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