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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management and account support within the group benefits industry, ensuring adherence to service standards and effective communication with stakeholders. Proficient in managing client transitions and delivering educational sessions while maintaining a strong focus on client retention and up-selling.
Highest-signal resume keywords
Client Relationship ManagementGroup Benefits Industry KnowledgeGBA CertificationExcellent Communication SkillsMulti-Channel Technology Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client Account ManagementPlan Documentation ComplianceCustomer Service SupportProblem-Solving SkillsTask PrioritizationTime ManagementGroup Setup CoordinationBenchmarking and ReportingClient Education SessionsService Standards Management
Soft Skills
Team PlayerPositive AttitudeSolutions-OrientedActive ListeningOrganizational Skills
Certifications & Qualifications
GBA CertificationLife License Qualification Program
Industry Keywords
Client RetentionCross-Functional LiaisonFunding ArrangementsCollective Bargaining AgreementsIndustry ConferencesBenefit ConsultantsBrokersCustomer Service RepresentativesImplementation SpecialistsUnderwriters
About the role
Key responsibilities & impact- Manage and retain an assigned business block
- Provide client-focused account support and relationship management to external clients and internal consultants
- Set up new groups
- Provide customer service and support to clients, benefit consultants, brokers, and customer service representatives
- Focus on client retention and up-selling
- Network and build relationships with internal and external colleagues and clients
- Liaise between clients and carriers on contentious claims and benefits-related issues
- Collaborate with implementation specialists, sales consultants/brokers, underwriters, and client service specialists on new group setup
- Support client transitions to new carriers
- Conduct in-person client service meetings
- Conduct plan member education sessions when requested
- Prepare and deliver tools, benchmarking, and renewal reports
- Ensure plan documentation adheres to collective bargaining agreements as needed
- Develop communications for plan sponsors and employees
- Participate in industry conferences and seminars
- Maintain knowledge of administration and carrier best practices
- Define and manage service standards and account lifecycles
- Ensure service standards and client-focused deliverables are completed
Requirements
What you’ll need- Minimum 3–5 years’ experience in a client-facing role
- Ability to act as a Brand Ambassador or key liaison for cross-functional services associated with People Corporation
- Strong understanding of the group benefits industry, including funding arrangements
- Completion or ability to complete GBA and/or Life License Qualification Program
- Excellent organizational skills and ability to multi-task and prioritize in a fast-paced environment
- Positive attitude and strong team player who works well with internal and external stakeholders
- Solutions- and results-oriented with excellent problem-solving skills
- Ability to meet deadlines and provide deliverables promptly
- Proficiency and comfort working with multi-channel technology
- Valid driver’s license and vehicle
- Time management and task prioritization skills
- Strong communication skills, including articulating ideas, providing instructions, and actively listening
Benefits
Comp & perks- Extended health care and dental benefits
- Retirement savings plan with company contributions
- Health & Wellness offerings
- Mental Health programs and support for you and your family
- Assistance for the completion of industry designations
- Learn by working alongside experts
- Competitive compensation