Client Manager, Small Case

This is a fully remote position, open to applicants in Alabama, +3 more states.

📋 Description

• Oversee the delivery of products and services to producers, clients, and internal stakeholders.

• Develop and nurture relationships with producers, clients, home office, and field office personnel.

• Initiate and implement amendments as necessary.

• Provide support for service delivery and case onboarding.

• Address contractual and procedural inquiries.

• Conduct training sessions for brokers and clients.

• Manage changes in broker of record and the associated transfer of caseloads.

• Oversee the renewal process for true group cases comprising 10–99 lives.

• Achieve or surpass targets related to premium, case retention, and profitability.

• Identify and pursue growth opportunities within the designated block, contributing to sales objectives.

• Organize workload while adhering to guidelines for customer responsiveness and timely work completion.

• Engage in training sessions and team huddles.

• Provide assistance to less experienced colleagues.

• Attain goals for professional growth and development.

• Carry out administrative duties that support general office operations.

⛳️ Requirements

• Bachelor’s degree or equivalent education and/or relevant experience.

• A minimum of 3 years of customer-facing experience in employee benefits, account management, sales support, customer service, or a similar role.

• Possession of a Life and Disability insurance license for the resident state; this license must be obtained within 6 months of the hire date and kept up to date.

• Comprehensive understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines.

• Ability to condense or rephrase contract language, reports, and other complex topics into clear, understandable language, both in writing and verbally.

• Must successfully pass a criminal background check and verification of employment, education, and licensing.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with matching contributions from the company.

• Annual incentive bonus program.

• Paid time off that includes 11 holidays, 2 wellness days, and 8 hours for volunteering each year.

• Increased PTO with tenure.

• Opportunities for career advancement and growth.

• Paid parental leave.

• Assistance with adoption and surrogacy.

• Employee giving program that double matches contributions to eligible nonprofits and schools.

• Flexible remote work options.