Manager, EB Client Management

This is a fully remote position, open to applicants in Ohio, +2 more states.

📋 Description

• Oversee and enhance business expansion, profitability, and customer retention through effective customer service strategies and staff execution.

• Cultivate adaptable and skilled employees within the Employee Benefits Sales and Service Office.

• Collaborate with the Director of Field Service to establish a service strategy for designated office(s).

• Work in partnership with the Employee Benefits Sales Manager to achieve office objectives and promote long-term profitability and growth.

• Create and execute business plans for assigned offices aimed at profitability, persistency, and expansion.

• Inspire and guide staff to maintain a customer-centric approach throughout the customer life cycle.

• Offer leadership and support to staff managing customer accounts to ensure successful renewals.

• Evaluate, negotiate, and address intricate service issues escalated by staff and customers.

• Participate in finalist presentations and various customer-facing meetings.

• Join Account Managers on visits to brokers and customers.

⛳️ Requirements

• Bachelor’s degree in Business or a related discipline.

• 3 to 5 years of supervisory experience, ideally in the Employee Benefits sector, or a suitable combination of education and relevant experience.

• Life and Disability insurance license for all states within the office’s designated territory, including New York.

• Personal vehicle available for business usage.

• Sufficient automobile insurance coverage.

• Clean driving record.

• Successful completion of a criminal background check along with verification of employment, education, and licensing.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company matching contributions.

• Annual incentive bonus plan.

• 11 holidays each year.

• 2 wellness days each year.

• 8 volunteer hours annually.

• Paid time off increases with tenure.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Assistance for adoption and surrogacy.

• Employee giving program that doubles donations to eligible nonprofits and schools.

• Supportive and responsive management style.