The Client Relationship Manager I supports licensed insurance brokers and agents selling individual ACA business by providing timely, accurate assistance with onboarding, commissions, enrollment, issue resolution, and compliance requirements. The role responds to routine inquiries about broker onboarding and licensing, benefit administration, enrollment and applications, billing, claims, commissions, and related administrative processes. It provides ongoing broker communication using established procedures, reference materials, and internal systems, escalating complex issues to senior team members as needed. The position documents and tracks client and broker issues, enrollment activity, licensing and compliance documentation, commission inquiries, and other required data. It collaborates with internal partners to resolve issues and follows up to confirm closure, under the guidance of more experienced team members. It also supports reporting and data maintenance, and assists with routine questions about technology, systems, and tools. The role helps maintain positive client and broker relationships by supporting communications and preparing sales, marketing, educational, and presentation materials. It provides logistical and administrative support for onboarding, enrollment, renewal, and educational activities, including scheduling meetings, preparing materials, handling follow-up communications, and supporting oversight of call center activities by tracking inquiries and coordinating follow-up or escalation.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED