Stay Within Budget: Today’s healthcare market is changing faster than ever before. Let us review your plan’s performance and provide expert analytical advice in renewal negotiation and pricing while mitigating hidden risks and liabilities.
Be Unique: Is your benefit plan helping you attain and keep talent? Is your current plan design sustainable based on the current and forecasted claims pattern? Let us help you stay ahead of the curve with our in-depth industry knowledge and benchmarking data.
Offer Value: Employee benefits are an essential tool in the success of an organization. It can help any company grasp a better picture of employee needs and the required means to bring forward a stronger and healthier workforce.
As Client Relationship Manager, you’ll be reporting to the CEO. You are high-energy, dynamic, passionate, and not afraid to challenge the status quo. As a talented relationship builder, you’ll develop an understanding of your client’s needs and provide solutions and opportunities to ensure their overall satisfaction. You care deeply about these relationships and what you do. You’re the go-to expert on all things group insurance and you’re always keeping up to date on the latest industry trends. When clients come to our Advisors asking about group benefits, they will think of you first.
Key Accountabilities Support:
Lead the acquisition of new business; participate in finalist presentations and implementation meetings.
Respond to benefit plan inquiries and resolve escalated inquiries from Plan Sponsors, Insurance Carriers, and internal department contacts.
Initiate Amendments requests for existing groups ensuring that information is complete and outstanding requirements are obtained.
Collaborate with our Customer Experience teams to facilitate information-sharing and identify key issues.
Build and maintain successful and lasting relationships with existing and potential customers.
Understand the intricacies and complexities of each Plan Sponsor’s Group Benefits designs.
Prepare and analyze client reports by translating data into meaningful information.
Generate client reports using web analytics platforms (Google Analytics, Adobe Analytics) and our own internal reporting tools.
Provide reporting on digital uptake/usage to help group benefits clients understand overall plan health and identify areas of opportunity for education/engagement.
Deliver presentations to employee groups to facilitate enrolment and/or introduce their Group Benefits (in person or remote).
Meet with plan administrators to train and educate them on effective methods of plan administration.
Lead customer workshops and training around product updates & new features.
Job Requirements:
3 – 5 years of work experience in Group Benefits and/or account management.
Thorough knowledge of Group Benefits products and services.
Good knowledge of underwriting concepts.
GBA designation or working towards the designation an asset.
Proficiency in all Microsoft Office products.
Demonstrated analytical skills using Excel and/or PowerPoint to arrange and display relevant information during customer business reviews.
Strong presentation skills and the ability to influence decision makers in various sizes of organization.
Ability to think critically, analyze quantitative and qualitative data, and make recommendations to help clients identify opportunities for engagement/education among their plan members.
Strong customer-facing skills including expectation management, communication skills, information management.
Must have a valid driver’s license and a personal automobile.
Competencies:
Excellent sales track record.
Proven ability to determine business priorities, meet goals, manage high volumes of work, and work collaboratively within team and across multiple teams.
Excellent analytical, problem solving, interpersonal, organizational and time management skills.
Excellent customer service skills.
Strong negotiation and conflict management skills.
Strong oral and written communication skills.
Good leadership and presentation skills.
Ability to be flexible and empathetic.
If you are interested in learning more about this exciting opportunity, we would love to hear from you!
Benchmark Benefit Solutions is committed to a diverse and inclusive workplace. We are an equal opportunity employer. We do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or another legally protected status. We encourage you to connect with us if you require accommodation in the recruitment process or need this job posting in an alternative format.
While we appreciate all interest, only those candidates selected for an interview will be contacted.
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