Client Relations Manager

Boston Mutual Life Insurance Company•Oklahoma City, OK

13h•Hybrid

About The Position

All Boston Mutual employees who interact with our policyholders, our producers, and our BML associates embrace the principles of our brand and service philosophy. We are all brand ambassadors. Both our words and our behaviors matter. We share a common service philosophy and pride ourselves in living the BML brand promises every day, one interaction at a time. The following statements represent what Boston Mutual stands “FOR” – it is what makes us different and better in the market we serve. We are FOR being a progressive life insurance company dedicated to offering financial peace of mind to working Americans and their families. We are FOR providing practical and affordable products designed for those we serve. We are FOR making it easy to secure a level of financial protection with a portfolio of products – beginning with life insurance – via enrollment and billing options at the workplace. We are FOR providing a personalized customer experience to our policyholders and producers. We are FOR acting in the best interests of our policyholders, producers, employees and the communities in which we live and serve – representing the goodness of mutuality in all we do. We do our best to: Demonstrate a desire to assist. Listen for understanding and respond empathetically. Explain things in a manner that is easy to understand. Be knowledgeable students of our business. Take full ownership to resolve questions and issues. Be professional, polite and courteous. Leave our customers and associates “better than where we found them.” The Client Relations Manager (CRM) reports to the Vice President of Workplace Solutions, and is responsible for the overall existing broker relationships and re-enrollment growth within workplace benefits clients in an assigned region. The position is focused on account management strategies that will result in overall customer satisfaction and long term growth. The Client Relations Manager supports the full suite of products and services offered within the Workplace Solutions sales channel. The CRM will develop and implement a proactive strategy to increase sales within existing clients via re-enrollments, rate increases or new lines of coverage. Additionally, the CRM will respond to customer needs through collaboration with their counterparts on the Customer Care team.

Requirements

Education: Bachelor’s Degree in Business Administration or equivalent work experience.
Experience: 5+ years of equivalent work experience required; experience in the insurance industry. Possess a strong understanding of all Boston Mutual products, services, administrative and claim platforms and procedures
Excellent interpersonal skills and the ability to effectively build and extend relationships with diverse groups of people including producers, policyholders and employees.
Demonstrated ability to work effectively under pressure and within a collaborative team oriented environment.
Demonstrated proactive approaches to problem-solving with a strong decision-making capacity; demonstrated ability to take initiative with a “can do” attitude.
Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to context, substance and detail.
Excellent written/verbal communication and presentation skills.
Highly resourceful team player with the ability to also be self-directed and extremely effective independently.
Shows initiative with the ability to create and implement changes that will improve workflow.
Exceptional skills using MS Office.
Some travel and flexibility to work after hours may be required for this position.

Nice To Haves

Working knowledge of Boston Mutual Workplace Solutions or related industry products, enrollment systems and administrative processes preferred.

Responsibilities

Develop and execute a strategy to achieve organic and re-enrollment sales results
Build and maintain strong relationships with brokers, agents, enrollment partners within assigned region. Become a trusted advisor with assigned customers.
Serve as the primary day-to-day contact for clients, responding to inquiries and providing guidance
Recommend changes in products, service, and policy by evaluating competitive developments, and/or gaps in current benefit offerings.
Identify cross-sell and upsell opportunities in partnership with Regional Sales Directors.
Complete and submit re-enrollment and new line of coverage proposal requests
Deliver, track and monitor all re-enrollment and proposal activity.
Gather and submit sold case materials, and provide support on submissions, re-enrollments, NLOC’s, renewals.
Make on-site visits to producers within region at a specific cadence along with the ability to present to groups.
Work effectively and collaboratively with Regional Sales Director, ISC, Underwriting and Customer Care counterparts in assigned region.
Provide personal attention to high profile or otherwise sensitive producers and policyholder issues.
Provide on-going support and problem resolution with primary customers and home office colleagues.
Manage routine and ad hoc projects as assigned by the Vice President of Workplace Solutions.