Job Description

The Client Manager serves as the primary business contact for the client and is responsible for client satisfaction. The Client Manager is expected to provide excellent customer service to accounts and represent client needs and goals within the organization to ensure quality. A Client Manager establishes effective working relationships with internal partners, clients, and carriers.

Responsibilities

• Proactively and professionally manage client service relationships.
• Maintain open communication channels with internal partners, clients, and carriers.
• Communicate due dates, timelines, and expectations to clients and partners.
• Identify problems, summarize, and develop strategic solutions.
• Install new group insurance contracts for clients effectively utilizing resources to match client needs.
• Administer renewals including preparing appropriate contractual changes.
• Inform clients of ERISA, COBRA, and FMLA compliance measures.
• Develop employee communications on behalf of the client for the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes, and clarifications.
• Develop and maintain excellent carrier relationships.
• Attend employee new hire and open enrollment meetings as needed.
• Maintain agency management and commissions software.
• Remain informed regarding industry information and new product information.
• Expect to further industry education through insurance courses and pursue an industry designation.
• Expected to be a strong member of the community and further personal development in volunteer opportunities

Requirements

Education & Experience

• Education: High School Diploma required; Bachelors or Associates degree preferred.
• Experience: Minimum of three years of experience delivering client-focused solutions based on customer needs. Experience with group health insurance is preferred.
• Licensure: Current life and health insurance license, or willingness and ability to obtain within 45 days of employment.

Knowledge & Skills

• Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization.
• Ability to successfully interact with a variety of client personality types.
• Ability to follow up on activities from start to finish while working independently.
• Proven ability to manage multiple projects while paying strict attention to detail.
• Demonstrated computer proficiency in Microsoft Office, and ability to learn new software applications.

Physical Demands

• This role’s physical exertion is sedentary and occurs in an office environment.
• Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
• Substantial movements and repetitive motion of the wrists, hands, and fingers.
• Must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.

Professional. Team Player. Positive. Trust.

UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and to receive all other benefits and privileges of employment, contact People Operations at careers@unicogroup.com