Sr. Client Manager, Employee Benefits-Trinity Benefits

Russ Blakely & Associates, LLC (RBA) is an independently owned insurance agency specializing in employee benefit advisory services since 1982.

RBA is a charter member of United Benefit Advisors (UBA), which is the fourth largest benefit advisory organization in the country.

We have 144 affiliate agencies in 44 states, as well as locations in Canada and services available to 40 countries around the world.

RBA focuses 100% of its energy on employee benefits and we operate under the premise that there is always a better way to accomplish our clients’ goals.

This belief continuously pushes us to ensure we provide our clients with the best solutions Trinity Benefit Advisors and Russ Blakely & Associates are committed to representing the clients' best interest, investing in the industry's best people, helping clients plan for the future and establishing partnerships for long-term success.

Our company is a full service Employee Benefits Consulting and Commercial Risk Brokerage firm. Every member of our team is best in class, partnering with your organization in a responsive, reliable, hardworking supportive manner.

The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.

Position Summary :

The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service.

Principal Responsibilities :

Manages all policy activity and stewardship aspects in book of business.

• Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks.
• Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA.
• Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations.
• Conducts effective enrollment meetings as needed with prepared collaterals.
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, to minimize potential for errors and omissions claims while demonstrating strong organizational skills with high attention to detail.
• Manages some house accounts without assistance from leadership and / or an Advisor.
• Reviews existing accounts to determine if additional lines of insurance should be solicited and / or if changes need to be made throughout the year and at renewal.
• Cultivates strong relationships with insurance company partners.
• Knows the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources.
• Presents risks to the insurance marketplace for quoting, as needed.
• Receives phone calls and email requests for options and changes to existing coverage and / or new policies.
• Meets with clients at the firm office or occasionally at their place of business.
• Looks for opportunities to improve the firm, Business Segment and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Education, Experience, Skills and Abilities Requirements :

Obtain and maintain state insurance license or other state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment).

• 5+ years of insurance related experience.
• Demonstrated effective presentation skills through both verbal and written communications.
• Working knowledge of appropriate software.
• Demonstrates the firm’s core values, exuding behavior that is aligned with the corporate culture.

Special Working Conditions :

Fast paced, multi-tasking environment.

Some travel may be required.

Important Notice :

This position description is intended to describe the level of work required of the person performing in the role and is not a contract.

The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.

All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

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