Client Manager

Job Summary:

This is a challenging and rewarding opportunity for a Client Manager to deliver exceptional customer experiences, drive new client acquisition, and build long-term relationships. The successful candidate will execute and deliver on monthly, quarterly, and annual departmental goals while providing oversight and customer support for new small business clients.

Description:

• The ideal candidate will have a strong drive to grow their knowledge and advance our business and their career.
• They must be able to thrive in a fast-paced environment, model team commitment by meeting deadlines, and demonstrate cooperation, collaboration, and flexibility.
• Responsibilities include assisting brokers with renewing client policies, providing clients with best options available, and using critical thinking skills to overcome objectives.

Essential Duties and Responsibilities:

• The Client Manager will convey employer benefits to clients through accurate information, including presentations, compliance documents, benefit guides, and client questions.
• They will create and assemble open enrollment materials, participate in proactive approaches with clients, attend renewal meetings, and assist brokers with policy renewals.
• The role requires proficiency in software systems, relationship building, and managing renewal processes.
• Ongoing responsibilities include ensuring proper plans and carriers are quoted and entered accurately, coordinating communication with the group, and performing other duties as prescribed by the manager.

Skills and Knowledge:

• The Client Manager will keep clients informed of legislative developments using internal and external resources.
• Sound reasoning and judgment are essential, along with proven use and understanding of Microsoft Office.
• Extensive use of Excel is required for analysis and daily reporting of departmental goals.

Preferred Qualification:

• A Utah Life, Accident & Health license is preferred, but not required.

Performance Expectations:

• Consistent attendance at work, meetings, and required training or staff events is expected.
• The Client Manager must work with respect, get along with diverse personalities, and meet or exceed team and overall company expectations.

Working Conditions / Essential Functions:

This position enjoys a quiet office environment with climate control and ergonomically sound workspaces. Employees access computer systems, input and retrieve information, and move throughout the office to accomplish tasks.

The working environment provides a detailed representation of what employees might encounter while performing essential duties. Reasonable accommodations may be made to enable individuals with disabilities.