FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Services Manager – Employee Benefits
Alliant Insurance Services. Manage a team of brokerage services staff responsible for processing client insurance renewals, conducting and analyzing marketing, preparing financial summaries, and providing general technical support for assigned accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing brokerage services teams, with a strong focus on training, process improvement, and compliance with industry standards. Proficient in analyzing financial performance and implementing operational enhancements to meet client needs.
Highest-signal resume keywords
Team LeadershipBrokerage Services ManagementUnderwriting ExperienceInsurance LicenseEmployee Benefit Insurance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisProcess ImprovementUnderwriting ConceptsEmployee Benefit Insurance PlansMicrosoft Office Proficiency
Soft Skills
Communication SkillsProblem-Solving AbilityTeamworkTalent ManagementTime Management
Certifications & Qualifications
Valid Insurance License
Industry Keywords
Brokerage ServicesHealth & Welfare Program AdministrationRenewal ProcessOperational LeadershipCompliance with Employment Law
About the role
Key responsibilities & impact- Manage a team of brokerage services staff responsible for processing client insurance renewals, conducting and analyzing marketing, preparing financial summaries, and providing general technical support for assigned accounts
- Monitor team workload to ensure required service volume and quality levels are attained
- Provide team leadership in training and process improvement to support regional and national strategic initiatives
- Train and coach staff in standard policies, procedures, and best practices
- Identify operational improvement opportunities and implement solutions
- Monitor staff performance and oversee hiring and performance appraisal
- Identify and execute process and communication improvements with service team leadership
- Motivate, mentor, develop, and discipline brokerage service staff as appropriate
- Allocate team resources and monitor deliverables to meet client needs
- Assess workflow, solve problems, and develop consistent workflows, procedures, and measurement tools
- Oversee staff training initiatives and training material effectiveness
- Partner with operational leadership to assess performance goals and objectives
- Monitor staff compliance with corporate initiatives
- Track and analyze financial performance of strategic initiatives
- Perform analysis and assist with special projects
- Partner with Human Resources to ensure employment law compliance and consistent organizational practices
- Assess staffing needs, prepare personnel requisitions, and assist with recruiting interviews
- Schedule and facilitate regular staff meetings
- Assist with presentations for operational leadership and internal and external meetings
- Perform duties in accordance with company policies, procedures, and applicable federal, state, and local laws
Requirements
What you’ll need- Bachelor's Degree or equivalent combination of education and experience
- Three (3) or more years experience in a brokerage services role
- Three (3) or more years experience working at a senior or team lead level
- Three (3) or more years underwriting experience
- Valid Insurance License
- Advanced knowledge of employee benefit insurance plans, renewal process, health & welfare program administration and current industry trends
- Knowledge of basic underwriting concepts and principles
- Proficient in Microsoft Office products
- Skill in talent management through motivating, developing, and directing employee work performance
- Skill in managing one’s own time and the time of others
- Excellent oral and written communication skills
- Ability to recognize, analyze, and solve a variety of problems
- Ability to work within a team and to foster teamwork
- Ability to develop objectives, evaluate effectiveness, and assess needs
- Ability to review carrier and vendor contracts