Job description

#LI-KW1 #LI-Hybrid Essential Functions and Primary Duties • Build and maintain client relationships, meeting specified client retention goals • Coordinate and direct assigned client activities within client services team • Develop a strong understanding of the client's business and strategic priorities • Develop and execute the renewal and/or marketing strategy in accordance with client instructions • Manage new client implementation process • Execute solid analysis, delivering creative and practical solutions for clients • Lead and coordinate the evaluation of marketing results, develop, and present recommendations to the client • Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers • Negotiate renewal action with carriers based on client needs • Educate clients on applicable legislation and market trends • Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals • Participate in RFP process and finalist presentations • Identify and propose additional services to existing clients • Ensure compliance with all regulatory guidelines • Additional responsibilities as assigned Preferred Qualifications • Bachelor's degree Minimum Qualifications • High School Diploma or GED required • Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry • Must maintain current required licenses and certifications relevant to the field of expertise • Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding • Expertise in managing clients with alternative funding arrangements • Proficient use of applicable technology • Expert knowledge of state and federal legislation • Set priorities and manage workflow to ensure efficient, timely, and accurate deliverables • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally • Advanced problem solving and critical thinking skills • Must be able to travel based on client and business needs

Requirements

Must-haves

#LI-KW1 #LI-Hybrid
Essential Functions and Primary Duties
Build and maintain client relationships, meeting specified client retention goals
Coordinate and direct assigned client activities within client services team
Develop a strong understanding of the client's business and strategic priorities
Develop and execute the renewal and/or marketing strategy in accordance with client instructions
Manage new client implementation process
Execute solid analysis, delivering creative and practical solutions for clients
Lead and coordinate the evaluation of marketing results, develop, and present recommendations to the client
Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
Negotiate renewal action with carriers based on client needs
Educate clients on applicable legislation and market trends
Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
Participate in RFP process and finalist presentations
Identify and propose additional services to existing clients
Ensure compliance with all regulatory guidelines
Additional responsibilities as assigned
High School Diploma or GED required
Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
Must maintain current required licenses and certifications relevant to the field of expertise
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
Expertise in managing clients with alternative funding arrangements
Proficient use of applicable technology

Nice-to-haves

Bachelor's degree

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Platform: oracle-cloud
Effort: medium

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