Client Manager (Employee Benefits)

Overview:

GBS Benefits, Inc. is the leader in experience, innovation, and services when it comes to customizing the employee benefits offerings for our clients. Located in Salt Lake City, GBS Benefits has created a culture of respect, hard work and fun. When you love your job and the people around you, remarkable things can happen. We hold great excitement in our work, knowing that we have a tremendous positive impact on the larger scale. We partner with over 1,000 companies in building and protecting their dreams and visions. We invite you to investigate this job opportunity at GBS. This job description will not be all inclusive but is intended to give you a road map and an overview. Come make a difference with us!

Description:

The Client Service Manager will deliver extraordinary customer experiences while driving new client acclimation and long-term relationships. This individual is required to execute and deliver on all monthly, quarterly and annual departmental goals and objectives as outlined by their manager

The successful Client Service Manager provides oversight and customer support for new small business clients and associated client business. Other duties include:

• A tenacious drive to grow your knowledge and advance our business and your career.
• Must be able to thrive in a fast-paced environment. Must model team commitment by meeting deadlines and by being cooperative, collaborative and flexible.
• Model team commitment by meeting deadlines through cooperation, collaboration, and flexibility
• Assist broker with renewing a client’s policies upon anniversary
• Ability to use critical thinking skills to overcome objectives
• Provide clients with best options available to each individual client/company

Essential Duties and Responsibilities:

We are seeking a professional and positive individual with strong written and verbal communication skills. The nature of this team requires a high level of energy and the ability to balance conflicting deadlines and to work under pressure. Other essential requirements and responsibilities include:

• Ability to convey employer benefits to clients through accurate information including but not limited to: present at open enrollment meetings, power point presentations, compliance documents, benefit guides and client questions
• Participate in a proactive approach with clients on a quarterly, or as needed basis
• Attend client renewal meetings
• Assist broker with renewing a client’s policies upon anniversary
• Understands and utilized the Brokerage Builder software system or has the ability to learn new software systems quickly to track prospect activity and add vital notes
• Proficient relationship building skills, including the capacity to predict and manage behavior, build and leverage cross-functional partnerships within and outside of the organization, and leverage influential leadership
• Manage renewal process for clients by requesting information from carriers, including but not limited to: current bills, censuses, rates and summaries
• Ensure proper plans and carriers are quoted and accurately entered and displayed on client spreadsheet in timely manner
• Coordinate occasional necessary communication with the group through the Broker/Client Manager
• Other duties as prescribed by the Manager

Skills and Knowledge:

• Keeps clients informed of legislative developments using internal and external resources
• Sound reasoning and judgment
• Proven use and understanding of Microsoft Office
• Must be able to use Excel extensively in analysis and daily reporting of departmental goals.
• A state insurance license is recommended, not required.
• Technically savvy and proficient with ongoing improvements in enrollment processes.

Preferred Qualification

• Utah Life, Accident & Health license, or ability to pass exam to obtain license

Performance Expectations:

• Ability to consistently attend work, meetings and required training or staff events.
• Must work with respect, must get along with diverse personalities.
• Must meet or exceed team and overall company expectations.

Working Conditions / Essential Functions:

This position enjoys the benefits and climate control of a quiet office environment. Employees are provided with ergonomically sound workspaces. Work is accomplished at a computer terminal either sitting or standing. Employees must access, input and retrieve information from the computer system. Comfort and efficiency are considered in employee workspaces. Daily work includes computer interfacing, data entry, communications (electronic and physical), movement throughout the office, attending meetings, etc.

Physical demands include the ability to lift and move objects (typically 0 – 10lbs), visually monitor information/data on a computer screen,

The working environment described above provides a detailed representation of what employees might encounter in the workplace while performing the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties of the job.

This job description is not designed to cover or to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: Hybrid remote in Vernal, UT 84078