Employee Benefits Senior Client Manager
HybridDe Pere, Wisconsin, United States
De Pere, Wisconsin, United StatesHybridFull TimeSenior LevelBachelors DegreeMedium
Full TimeSenior LevelBachelors DegreeMedium
Job Summary
Take ownership as the first point of contact for designated clients, managing internal resources and allocating tasks with precision. Lead client meetings, cross-sell services, and handle renewal negotiations and claims resolution while processing new business, group proposals, and system benefit changes. Collaborate with sales staff to write new business and retain clients, then organize workflow and schedule appointments to streamline procedures. Forge enduring connections with clients and carriers, continuously expanding insurance knowledge, and serve as a mentor to guide less experienced team members.
Required Qualifications
- Bachelor's degree or minimum of five years insurance agency or company experience OR a minimum of five years equivalent combination of education and experience
- Demonstrated proficiency in professional verbal and written communication
- Knowledgeable about insurance products, markets, sales processes, and workflow procedures
- Team player mentality, delegating effectively and fostering trust among colleagues
- Proficiency in technical skills, including Microsoft Office suite and agency automation systems (e.g., EPIC)
- Valid Driver's License
Desired Qualifications
- An applicable insurance designation
- Life, Accident and Health insurance license preferred or willing to obtain upon hire
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