Essential Duties and Responsibilities include the following. Other duties may be assigned.
Client & Account Management
- Formulate and implement strategic business plans specific to the needs of individual clients for account retention.
- Identify new product sales opportunities for clients.
- Cultivate and develop strong business relationships with clients and prospective clients’ executives.
- Educate customers on industry and price trends in order to inform and assist with business decisions.
- Responsible for client retention.
- Responsible the accuracy and timeliness of the team’s renewal process.
- Monitor customer implementations.
- Proactively conduct monthly and/or quarterly face-to-face meetings and/or visits with clients to address their service goals and concerns.
Client Service Team Administration
- Collaborate with marketing and product development to address customers’ needs.
- If applicable, keep distributor (broker) in the loop.
- Complete timely performance evaluations for team members.
- Support the Client Managers on escalated issues and mentor overall development
- Maintain current working knowledge on existing and new services and other general information to ensure accurate information is provided.
- Provide feedback to assist in the creation of performance improvement goals and development of training programs.
- Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards.
- Perform other duties and responsibilities as assigned by Management
Knowledge, Skills, & Abilities:
- Excellent written and verbal communication and presentation skills
- Must be dependable and maintain excellent attendance and punctuality
- Strong analytical skills
- Positive problem solving skills
- Excellent personable skills to build and nurture relationships
- Strong computer skills, including Word, Excel, Outlook, Power Point and Visio
- Ability to travel 50% of the time
- Account Executive and Sales experience in the employee benefits industry with self-funded insurance preferred.
- Stop-loss experience preferred.
Supervisory Responsibilities:
Will directly supervise up to 4 Client Managers and up to 6 support staff. Will be responsible for all supervisory duties including time & attendance, coaching, mentoring, and performance appraisal. Provides input to Human Resources regarding written disciplinary action. Ensures all direct reports execute objectives by the use of a developmental plan/ninety (90) day plan and regular performance reviews; posting productivity, quality and deadline results.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
Bachelor’s Degree in Business or related field, or equivalent experience; three to five years direct Client Management/sales experience, and/or training; or equivalent combination of education and experience.
Language Skills:
Ability to read, speak, and write effectively in English. Ability to interpret documents such as statements, invoices, Summary Plan Documents, memos, letters, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before customers or employees of organization. Ability to effectively address or resolve customer service issues within guidelines of the position.
Mathematical Skills:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability:
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Certificates, Licenses, Registrations:
Valid, class C license in state working with no adverse driving record.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit for extended periods in front of a computer. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and use hands to finger, handle, or feel. The employee may frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. This position requires the employee to work in the office.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
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