Senior Client Manager - Employee Benefits jobs in United States
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Unison Risk Advisors · 23 hours ago

Senior Client Manager - Employee Benefits

Unison Risk Advisors is seeking a Senior Client Manager to provide benefits consulting services to employers ranging from 2 to 5,000 employees. The role involves developing client relationships, assisting in open enrollment meetings, and managing the renewal cycle and client servicing.

Financial ServicesInsuranceProperty Insurance

Responsibilities

Meet with clients, discuss benefit options, solicit quotes, present alternatives, conduct open enrollment, lead through the underwriting process
Researches, analyzes, and evaluates, corporate benefit plans and programs
Monitors benefit trends in the business environment and must stay abreast of applicable benefits legislation
An expert in a variety of the field's concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals
Performs a variety of complicated tasks
May lead and direct the work of others
A wide degree of creativity and latitude is expected
Provides benefits consulting services to employers ranging from 2 to 5,000 employees
Management of renewal cycle and client servicing with key departments
Must be able to travel up to 10% of the time, possibly more during open enrollment periods
Maintain strong relationships with small group and mid-market sales representatives and account executives from all major carriers
Lines of coverage to include Medical, Dental, Life/AD&D, Voluntary Life/AD&D, Short and Long Term Disability, Vision, Supplemental, GAP, etc
Organize Health Fairs
Ability to communicate effectively with small and large businesses
Ability to make presentations to large and small groups
Performs other duties as assigned

Qualification

Benefits consultingLifeHealth licenseEmployee NavigatorMicrosoft Office proficiencyBilingual (English/Spanish)PEO experienceClient relationship managementPresentation skills

Required

High school diploma or equivalent is required
At least 5+ years of experience of benefit-related experience is required
Proficiency in Microsoft Office applications
Life and Health license required

Preferred

Bachelor's degree is a plus
Experience with multiple plans is preferred
Previous PEO experience is helpful
Employee Navigator experience is a plus
Bilingual (English/Spanish) is a plus

Company

Unison Risk Advisors

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Unison Risk Advisors is committed to an independent brokerage service model guided

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Peloton Capital Management
2022-03-16Private Equity
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