Description
Location: Hybrid, Primary Remote, Flexible, We would like this person to be close to one of these offices: New York City, Melville, NY, Pearl River, NY., Jersey City, NJ, Greenwich, CT, Harrisburg, PA, Pittsburgh, PA,
JOB SUMMARY:
Client Managers provide high-quality service to our Clients and Account Executives. They work to ensure satisfaction by balancing the quality of service and speed of response. In this role, the Client Manager will support Client(aka Account) Executives in the administration of policies, coordination of billing/payment, processing applications and other administrative duties and projects as assigned.
ESSENTIAL FUNCTIONS:
This role is responsible for, but not limited to, the following job duties:
- Employee will exercise independent judgment and discretion about the management and tracking of policy renewals
- The employee will manage client conversations or general business operations of their manager's customers
- Research and respond to client as well as insurance carrier questions
- Employee will prepare meeting presentations with limited direction
- Invoicing
- Set up new and renewal policies in Benefit Point
- Assist communications team with preparation and review of client communication pieces
- Assist with preparation of requests for proposals
- Review marketing and financial exhibits
- Scan and maintain documents, policies and correspondence in share drive
- Manage day to day client billing inquiries
COMPETENCIES REQUIRED:
Customer Service Focus
Ability to build and maintain customer satisfaction through proactively addressing customer needs and concerns. Ensures the highest value of service is always provided and consistently delivers on commitments to the customer.
Active Listening:
Enhances mutual understanding in communication with others by expressing genuine interest in the content and meaning of others' messages. Asks clarifying questions to ensure understanding
Initiating Action:
Self-starter and frequently takes a lead role in improving or enhancing a product or service to benefit the client and Frenkel. Will often demonstrate a sincere positive attitude toward getting things done and will seek out additional responsibilities that may go beyond the scope of their formal job description.
Information Seeking:
Driven by an underlying curiosity and desire to know more about people, things or issues. This involves going beyond routine questions and includes digging or pressing for exact information; resolving discrepancies by asking a series of questions or conducting less-focused environmental scanning for opportunities or miscellaneous information that may be used in the future.
Quality Extended Task Focus:
Able to perform the same work function with excellence and high standards of quality for a significant amount of time while remaining focused and without becoming disengaged.
Composure and Resilience:
Able to deal effectively with pressure, maintains focus and intensity and remains optimistic and persistent even under adversity. Demonstrates the ability and propensity to recover quickly and maintain self-control following setbacks, rejections and conflict.
Time Management:
Demonstrates the ability to manage multiple responsibilities by being organized and keeping on top of important time-sensitive tasks.
QUALIFICATIONS:
- Minimum Two years of insurance brokerage or insurance carrier experience preferred
- Strong computer skills including MS office suite, Excel and PowerPoint.
- Must be detail oriented.
- Must have excellent organization and time management skills.
EDUCATIONAL REQUIREMENTS:
- College degree in Insurance or related field preferred.
- Insurance licensed preferred
The national average salary for this role is $55,000 to $75,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN US?
- 15th Largest Broker in US
- Voted " Best Place to Work" in the Insurance Industry
- Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.
#LI-TM1 #Hybrid
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