Client Service Manager, Employee Benefits
Core
Oversees an Employee Benefits Account Management team, manages processes and training, and services a book of business as an Account Manager.
Role type
Senior IC Employee Benefits Client Service Manager / Team Lead
Builds
Client service operations, team performance, and account management for insurance clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Team supervision, process management, training program execution, KPI monitoring, project management, workflow optimization, workload balancing, performance reviews, client relationship management, insurance plan analysis, cross-selling/up-selling, regulatory compliance, data accuracy
Preferred skills
Brokerage experience, Life & Health licensing, industry continuing education
Technologies
ResourcePro, automated agency management systems
Responsibilities
Manage a team of employee benefits service staff; execute training programs and set departmental standards; monitor KPIs and drive performance discussions; identify and address workflow inefficiencies; coordinate team schedules and workload; conduct annual performance reviews; serve as client point of contact for eligibility, claims, and billing; analyze and compare insurance plans for suitability; maintain accurate account files and data; identify cross-sell opportunities; interface with producers and account management teams.
Seniority
Senior, hands-on IC with supervisory duties