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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and delivering customized solutions in group insurance, with a strong focus on client retention, financial metrics, and service excellence. Proficient in analyzing data to drive strategic decisions and enhance customer satisfaction.
Highest-signal resume keywords
Group Insurance ExperienceClient ManagementGroup Life And Health LicenseAnalytical And Problem-Solving SkillsPresentation And Communication Skills
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 Relationship ManagementData AnalysisContract NegotiationFinancial Metrics ReviewCustom ReportingService DeliveryCross-Selling StrategiesWorkflow DevelopmentImplementation CoordinationPerformance Guarantee Negotiation
Soft Skills
Self-MotivatedMultitaskingCustomer Service OrientationAdaptabilityPrioritization
Tools & Technologies
MS Office ApplicationsHRISPayroll SystemsVendor Systems
Certifications & Qualifications
Bachelor's DegreeGroup Life And Health License
Industry Keywords
Disability InsuranceLife InsuranceFMLAState LeavesADA ComplianceAbsence ManagementClient RetentionConsulting ServicesSales StrategyMerger And Divestiture Activities
About the role
Key responsibilities & impact- Own all aspects of the customer experience and overall client relationship for assigned national clients
- Lead a team of professionals to deliver service capabilities and solve custom client needs
- Review financial metrics, retention and growth of the assigned client block
- Serve as subject matter expert on Disability, Life, FML, State Leaves, Company Leaves and ADA
- Drive client renewal strategy with sales and practice leaders
- Support profitable growth of the company’s top consulting base
- Lead finalist meetings and complex solution discussions
- Identify and execute cross-sell opportunities
- Manage merger and divestiture activities
- Negotiate complex performance guarantees
- Advise clients on downstream effects of plan changes
- Achieve service, persistency, implementation and customer satisfaction metrics
- Develop strategies and workflows for existing and new business
- Manage annual client strategies for persistency and profitable growth
- Interpret client data against benchmark data and provide customized recommendations
- Collaborate with Regional Sales, Implementation and internal support teams
- Manage relationships with client and broker decision-makers
- Coordinate new business implementation and renewal preparation
- Analyze raw data, identify trends and create solutions
- Develop ad-hoc and customized reporting
- Support clients with complex HRIS, payroll and vendor system changes
Requirements
What you’ll need- Bachelor’s Degree (BS/BA) – Business or related
- 5+ years of group insurance experience servicing clients/client management
- Group Life and Health License(s) required
- Knowledge of MS Office applications including Outlook, Word, Excel, and PowerPoint
- Self-motivated with the ability to manage own work
- Ability to champion company and department vision and goals
- Excellent presentation and written/verbal communication skills
- Proven ability to multitask and manage tight deadlines
- Strong analytical and problem-solving skills
- High level of customer service orientation
- Ability to work autonomously with limited supervision
- Ability to prioritize responsibilities and escalate urgent needs
- Experience negotiating complex contracts and agreements
- Ability to adapt and learn in a changing environment
- At least 3 years of experience in group insurance, absence management, disability, leave and life insurance, plus client management, sales or underwriting
Benefits
Comp & perks- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans including prescription drug coverage
- Company contribution to a Health Savings Account for High Deductible Health Plan enrollees
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance
- Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- At least 20 days of PTO per year
- Nine company paid holidays
- Volunteer days
- Community partnerships
- Employee Assistance Program
- Employee Resource Group program