Showing posts with label client manager. Show all posts
Showing posts with label client manager. Show all posts

Friday, February 14, 2014

Group Employee Benefits Client Manager-Chicago, IL

As a Group Employee Benefits Client Manager you’ll serve as an integral part of the service process handling direct client communication, the on-boarding of new accounts and several aspects of the renewal process.   This agency’s business development process is very unique which makes this role challenging for an experienced benefits account manager.  Most important in this position is your ability to work in a fast paced environment and adapt well to changes that pop up with clients spread out across a national footprint.

Group Employee Benefits Client Manager Responsibilities:

  • Serve as a strong internal resource to the sales executives who will rely on you for information pertaining to specific policies and programs, market options, pricing plans and status updates on projects.
  • Work into the details of your clients’ plans with full understanding of group medical and ancillary programs, coverage gaps and challenges facing the renewal and RFP process.
  • Coordinate marketing efforts with your client management colleagues in Chicago and other locations to manage workloads, vendor relationships and mentorship of junior associates.

Group Employee Benefits Client Manager Requirements:

  • At least four (4) years of retail agency experience in a similar account management role; more is desirable as the company has a very active workload of self-funded accounts.  An individual with senior account management experience in plan design, underwriting calculations, rate structures, funding alternatives and compliance can be a great match for this role.
  • The agency offers career advancement to its successful employees and therefore looks for a similar track record of upward mobility, continuing education, and advancement from applicants.
  • State insurance license.
*Salary plus bonus opportunity and full benefits are available.  This is not a high travel position.

Please contact Scott Thompson for immediate confidential consideration and additional details. 
Email: sthompson@insurance-csg.com
Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.


Check out some of my recent articles on the blog here:









Wednesday, January 11, 2012

Employee Benefits Account Manager - Greensboro, NC

This is a great opportunity with one of my best clients.  They are looking for a very sharp account manager with middle market and large account experience (250 – 2,500 lives). Self funded experience is a must.  This place offers terrific benefits and a great work life balance.  As always please let me know if you have any suggestions or are interested yourself.


Employee Benefits Account Manager

Our client is a Top 50 independent agency with annual revenues in excess of $20 million.  They are a seven generation company with offices throughout the Mid-Atlantic to position themselves next to their clients.  They have a dynamic, professional sales and service staff that strives to offer service above their competitors.  Their service department seeks a knowledgeable, senior client manager with experience handling large, complex group employee benefits accounts as the primary account service coordinator.


Employee Benefits Account Manager Responsibilities:
Serve as the primary client service point of contact to the insured.
Answer questions about coverage and pricing, create and execute the renewal cycle, coordinate all renewal marketing and create RFPs.
Be a resource for producers and client service colleagues concerning markets, coverage issues enrollments and claims.


Employee Benefits Account Manager Qualifications:
At least five (5) years of group life and health insurance experience as an Account Manager or Account Executive.
Bachelor's degree is strongly preferred; pursuance of continuing education endorsements are highly desired.
Large account experience with groups over 100 lives; self-funding and consumer driven health plans is important.
Knowledgeable with compliance issues- HIPAA, ERISA, COBRA, etc.


Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 x17  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.



Check out some of my recent articles on the blog here:














Thursday, December 8, 2011

Employee Benefits Client Manager - Raleigh, NC

Hi Everybody!  I'm working on a great opportunity for a employee benefits account manager.  My client is a well respected consulting firm that focused on 10 - 500 life groups and larger. They are looking for someone with a strong self funded background that can be the quarterback for a good book of business.  Client facing skills are very important and exposure to wellness, marketing and daily administration are a plus.  Let me know if you are interested or if you have any suggestions!

Employee Benefits Client Manager 
Our client is an independent group benefits agency with an impeccable client service reputation.  The firm adopts a team based consulting concept where the each client service manager is constantly working with all the members of the agency to meet all of the client's needs.  Due to growth the firm has two available positions, Group Benefits Account Manager and Group Benefits Analyst, both of which are suited for individuals offering experience administering and servicing group medical programs.

Group Benefits Client Service Responsibilities:
The responsibilities of the Group Benefits Account Manager include acting as the primary contact for current clients; you'll ensure the provision of accurate and timely information pertaining to the client's upcoming renewal; you'll hold other associates accountable for meeting deadlines and operating within the client's budget for securing new proposals.

The responsibilities of the Group Benefits Analyst
The responsibilities of this position include servicing the needs of smaller employers, mostly on fully funded medical plans with less than 100 employees; you'll also work under the direction of account managers to secure information for RFP, quoting, and documentation of client communication; for all accounts you'll participate in enrollments and provide clarification on eligibility, enrollments, claims and general day-to-day customer inquiries.

Group Benefits Client Service Qualifications:
At least five (5) years of benefits related administration or service experience is required.
Active NC L&H license or able to obtain one shortly upon hire.
For the Account Manager position, its critical you have experience in the lead client management position; your experience also include policy rating, negotiation and client interfacing responsibilities.
Organized and excel at meeting deadlines; excellent communicator who can relay important information within a close knit, team based environment.

Please contact Scott Thompson for immediate confidential consideration and additional details.  Email:  sthompson@insurance-csg.com  Phone:  515-987-0242 ext. 17  Fax 515-987-0004  See our website at, www.csgrecruiting.com/ins_opportunities.htm for a complete listing of nationwide opportunities.


Check out some of my recent articles on the blog here: