Client Manager II

Worldwide Insurance Services•King of Prussia, PA

4h•$90,000

About The Position

The Client Manager II is responsible for an assigned portfolio of accounts and is accountable for customer satisfaction, problem resolution, and retention. The book of business includes a mix of small, medium, and large groups. The role provides client services, develops account strategies and plans, coordinates renewals with Underwriting, and serves as a liaison between clients and the company on service matters. The Client Manager II also builds relationships with clients and brokers, mentors newer team members, identifies opportunities for organizational improvement, and represents Client Management as a subject matter expert on projects.

Requirements

Bachelor’s degree required.
At least three (5) years of group life and health insurance experience as an Account/Client Manager or Account Executive, either within the health insurance industry or a benefits brokerage environment.
Obtain an insurance license for the designated insurance line within six months of hire.
Familiarity with underwriting practices, including pooling, credibility, reserving, trend, and self-funding.
Knowledge of key regulatory and compliance issues, such as HIPAA and ERISA.
Strong presentation skills, 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 communication, client service, and problem-solving skills; flexibility and adaptability to changing priorities and deadlines; and ability to work in a team setting.
Ability to work independently and self-motivate.
Aptitude for working with numbers.
Ability to accept responsibility and be accountable for one’s actions.
Ability to perform work accurately, thoroughly, and on time, including under stressful conditions.
Ability to communicate effectively, both verbally and in writing.
Organizational skills, dependability, and trustworthiness.
Experience with Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint), Internet Explorer, and other web browsers.
Minimum internet speed of 75 Mbps (standard high-speed internet access).

Responsibilities

Provide client services for designated clients.
Manage a book of business consisting of a mix of small, medium, and large groups.
Work with Underwriting to prepare renewal submissions, complete benefit and rate comparisons, and communicate strategies to clients.
Provide strategic direction for each account to support client objectives.
Stay abreast of markets, products, and competitiveness.
Act as a liaison between clients and the company to resolve normal service issues regarding billing, claims, eligibility, and other client service matters.
Promote the company’s service standards and support a high existing-customer retention rate.
Develop strong relationships with assigned accounts and brokers.
Mentor newer team members.
Develop account plans for key clients.
Identify areas for improvement across the organization.
Represent Client Management as a subject matter expert in organizational projects.
Perform other duties as assigned.

Benefits

Competitive base salary starting at $90,000, with higher compensation commensurate with experience, skills, and qualifications.
Competitive medical plans.
Telemedicine.
Paid parental leave.
24/7 employee assistance and wellness support.
Free international healthcare coverage.
Work-abroad arrangements available.
Generous PTO accrual program with a carry-over option.
Nine paid holidays, one floating holiday, and one volunteer day.
Tuition reimbursement.
Career, learning, and development opportunities.
401(k) with generous company match.
Pet insurance offerings.
Identity theft and legal coverage options.
Well-being support, including a virtual well-being platform, monthly mindfulness events, and giveaways.