Sr. Client Manager - Employee Benefits
About The Position
The Plexus Groupe is looking for candidates who dream big. We have an opening for a Sr. Client Manager within the Employee Benefits Practice at our Chicago office, but we will also consider candidates for our Deer Park, IL headquarters location. Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If you are a team player and task-master, you prefer a balance of working with data and people, you thrive in a fast-paced environment with deadlines, and you have strong attention to details and follow through, please keep reading… Summary: Handles the day-to-day administration, annual renewals, marketing of new and existing clients, and on-going customer service for an assigned book of business.
Requirements
- BA/BS degree or equivalent experience
- 3-5+ years of client management experience, with 5-7+ years of general Employee Benefits Brokerage experience – additional large market (100+) experience preferred
- Proven professional history of success at managing client relationships
- Possess a proven understanding of fundamental benefit laws, regulations and compliance standards
- This role will be required to travel 20% of the time
- State Life and Health Producers license is required; industry professional designation a plus
- Ability to communicate with all levels of an organization, verbally and in writing required
- Excellent attention to detail is required
- Proficient in MS Office Suite, especially Excel and PowerPoint
- Ability to calculate customized financial analysis and present an interpretation of the data and its meaning
Responsibilities
- Manage the day-to-day and annual issues of assigned clients, including annual marketing, proposal presentations, enrollment, on-going customer service and underwriting matters
- Assist with the oversight of the assigned client team
- Maintain client relationships to achieve client persistency
- Identify, research, and present opportunities for new coverage with assigned clients
- Assist producer with renewal and new client presentations by coordinating efforts from start to finish
- Assist client team with sales and marketing efforts with new and renewal business
- Maintain professional and courteous relationships with assigned clients by meeting regularly to discuss current issues and expectations to service the account
Benefits
- The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
