Client Services Manager – Employee Benefits

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a team of brokerage services personnel tasked with managing client insurance renewals, conducting and analyzing marketing efforts, preparing financial summaries, and delivering general technical support for designated accounts.

• Supervise team workload to ensure the attainment of necessary service volume and quality standards.

• Provide leadership by training the team and enhancing processes to align with regional and national strategic goals.

• Educate and guide team members on standard policies, procedures, and best practices.

• Identify opportunities for operational improvements and implement effective solutions.

• Evaluate staff performance and manage hiring and performance review processes.

• Collaborate with service team leadership to identify and implement process and communication enhancements.

• Inspire, mentor, develop, and, when necessary, discipline brokerage service personnel.

• Allocate team resources effectively and oversee deliverables to fulfill client requirements.

• Analyze workflow, troubleshoot issues, and create consistent workflows, procedures, and performance measurement tools.

• Supervise staff training programs and evaluate the effectiveness of training materials.

• Partner with operational leadership to evaluate performance goals and objectives.

• Ensure staff adherence to corporate initiatives.

• Monitor and analyze the financial performance of strategic initiatives.

• Conduct analyses and contribute to special projects.

• Collaborate with Human Resources to guarantee compliance with employment laws and consistency in organizational practices.

• Evaluate staffing needs, create personnel requisitions, and assist in the recruitment interview process.

• Organize and lead regular staff meetings.

• Support the preparation of presentations for operational leadership and internal and external meetings.

• Carry out responsibilities in accordance with company policies, procedures, and relevant federal, state, and local laws.

⛳️ Requirements

• Bachelor's Degree or an equivalent combination of education and experience.

• A minimum of three (3) years of experience in a brokerage services capacity.

• At least three (3) years of experience at a senior or team lead level.

• Three (3) or more years of underwriting experience.

• A valid Insurance License.

• Advanced understanding of employee benefit insurance plans, the renewal process, health & welfare program administration, and current industry trends.

• Familiarity with basic underwriting concepts and principles.

• Proficiency in Microsoft Office applications.

• Skills in talent management, including motivating, developing, and directing employee performance.

• Ability to manage personal time and the time of others effectively.

• Exceptional oral and written communication skills.

• Capability to identify, analyze, and resolve a variety of issues.

• Ability to work collaboratively within a team and promote teamwork.

• Competence in establishing objectives, evaluating effectiveness, and assessing needs.

• Ability to review contracts with carriers and vendors.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Competitive salary and performance-based incentives.

• Opportunities for professional development and career advancement.

• Generous paid time off and flexible work arrangements.

• Retirement plans with employer contributions.