Client Manager (National Benefits)
New
T
The IMA Financial Group, Inc.Insurance
REMOTEFull-TimeMiddle
Salary$100,000 — $120,000 USD
Apply NowOpens the employer's application page
Job Details
- Experience
- 3+ years of Employee Benefits experience
- Required Skills
- Microsoft ExcelMicrosoft OfficeCompliancePowerPoint
Requirements
- Attain and maintain a state life and health license in accordance with company standards.
- Bachelor’s degree in a relevant field or equivalent job experience.
- 3+ years of Employee Benefits experience, preferably with large and complex accounts.
- Intermediate MS Office skills (PowerPoint, Outlook, Word, Excel).
- Proficiency in InDesign and Box.
- Ability to learn and work in agency/client management systems.
- Ability to work independently and accurately with strong attention to detail.
- Intermediate interpersonal communication skills, both written and oral.
- Demonstrated critical thinking and problem-solving abilities.
- Experience presenting information in a group setting (in-person and virtually).
- Organizational skills to manage multiple projects with variable deadlines.
Responsibilities
- Maintain regular, professional contact to foster relationships with client representatives.
- Research and resolve client issues and requests in a timely manner.
- Conduct benefit program reviews and provide guidance on compliance matters.
- Assist in the preparation of materials and collateral for client meetings and discussions.
- Oversee new vendor and carrier implementations and review related contracts.
- Develop client-specific employee communication objectives and collateral.
- Lead in-person, virtual, and telephonic sessions to provide plan details to participants.
- Oversee job flow and outcome accuracy for assigned Account Coordinator.
View Full Description & ApplyYou'll be redirected to the employer's site
