Client Manager, Employee Benefits -Burnham Benefits

Burnham is a team of talented and dedicated consultants uniquely equipped to solve the biggest challenges facing your organization and its people. Our expert advisors craft custom solutions to address your needs in the areas of employee benefits, risk mitigation, and wealth management. Over 25 years, the innovative solutions and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.

The mission is to be an integral part of the team and partner with sales and service colleagues to deliver a high level of service to our clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment.

PRIMARY RESPONSIBILITIES:
Manage day-to-day activities of client accounts including, but not limited to, policy review, changes and updates, contract reviews, preparing renewal documents, marketing and negotiating insurance programs, and financial statements related to the client's insurance.
Responsible for assisting in establishing and maintaining appropriate carrier relationships
Maintain client files in AMS accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices.
Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in-depth knowledge of the company and their resources.
Responsible for coordinating service delivery for accounts as assigned including developing initial placement/renewal strategy
Stay informed on regulatory changes
Completes special projects as assigned
Continually seeks opportunities to improve the firm, business segment and processes. Bring issues and discrepancies to appropriate leadership
Serves as a mentor to colleagues as requested

KNOWLEDGE, SKILLS & ABILITIES:
Ability to forge relationships with key insurance markets and carrier representatives
Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites
Must have strong Excel skills, ability to create and manage large spreadsheets of data
Ability to analyze complex risk exposures, existing insurance coverages, and develop appropriate recommendations for clients and prospects
Ability to work as part of a team of professionals and build relationships with other Firm business segments

EDUCATION & EXPERIENCE:
At least 4 years' of related insurance experience, or associated industry experience
Bachelor's degree preferred
Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain al required licenses within the first 90 days of employment)

The starting pay is $66,415 annually. Salary is negotiable upon time of hire.

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Salary : $66,415