Client Manager (West Coast)

Location Type: Remote: open to residents of specific US states

 

We are actively hiring for a Client Manager to join the team! The Client Manager will be responsible for an assigned list of accounts that they will be accountable for in terms of customer satisfaction, problem resolution and retention.

Responsibilities:

• Provide client services for designated clients.
• Book of Business consists of a mix of small, medium, and large groups.
• Working with Underwriting, prepare all renewal submissions, complete benefit and rate comparison, and communicate strategies with the client.
• Provide strategic direction for each account to support client objectives.
• Stay abreast of markets, products, and competitiveness.
• Act as liaison between the client and company to resolve all normal service issues regarding billing, claims, eligibility, and other client service issues.
• Promote the company’s service standards and ensure a high existing customer retention rate.
• Develop strong relationships with assigned accounts and brokers.
• Act as a mentor for newer team members.
• Develop account plans for key clients.
• Actively identify areas for improvement across the organization.
• Represent Client Management as a subject matter expert in organizational projects.
• Other duties as assigned.

Requirements:

• Bachelor’s degree required.
• At least five (5) years of group life and health insurance experience as an Account/Client Manager or Account Executive either within the health insurance industry or within a benefits brokerage environment.
• Insurance license for designated insurance line required within 6 months of hire.
• Must be acquainted with various underwriting practices including pooling, credibility, reserving, trend, self-funding, and the like.
• Have knowledge of key regulatory and compliance issues, such as HIPAA and ERISA.
• Strong presentation skills required, including confidence and composure when dealing with senior level audiences.
• Ability to manage multiple clients/projects/initiatives and associates in a fast-paced organization.
• Effective communications, strong client service and problem-solving skills; flexibility and adaptability to changing priorities and deadlines; ability to work in a team setting.
• Ability to work independently and self-motivate.
• Aptitude for working with numbers.
• Ability to accept responsibility and is accountable for own actions.
• Ability to perform work accurately, thoroughly, and on time even under stressful conditions.
• Ability to communicate effectively, both verbally and in writing.
• Organizational, dependability, and trustworthiness skills are a must.
• Experience in Microsoft Office Suite (i.e., Word, Excel, Outlook, and PowerPoint) and Internet Explorer, as well as other web browsers.
• Employee is required to have at minimum an internet speed of 75 Mbps (standard high-speed internet access).
• Bilingual in Korean or Japanese preferred.

Working Conditions:

• Flexibility to work in an office and/or at-home, remote office environment.
• Schedule flexibility is occasionally necessary in this position. Individual may be required to attend key business/departmental meetings and/or perform certain business critical job functions outside of normal working hours.
• Physical Demands: Must be able to communicate internally and externally through receiving and responding to auditory and visual methods.
• Some travel required depending on business needs.

  Compensation is based on prior/relevant experience and skill level in a similar role.

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.