About this role
General Description: This position serves as the primary service contact for the client and is responsible for client satisfaction including marketing and analytical support. This position is expected to consistently provide excellent customer service to accounts, as well as represent client need and goals within the organization to ensure quality. Manage small to mid-size Group and Multi-life Life and Disability cases. Responsible for acting as the primary contact between clients and insurance carriers and retaining clients through customer service. Responsible for the marketing process which includes obtaining client census and quotes, preparing and submitting bid specifications and analyzing/evaluating the results in preparing recommendations for clients. Responsible for overall day-to-day servicing needs for Group Accounts, assisting both Benefit Managers/Teams and individual insureds. Create client proposals as necessary with current and renewal details as well as marketplace options. Communicate final placement details and instructions to insurers and customers. As needed, preparation of materials needed for client meetings. Communicate due dates, timelines and expectations to clients and partners. Install new group and multi-life insurance contracts for existing clients or new clients. Develop employee memorandum drafts for clients to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications. Audit and prepare client billing. Provide resolution support and oversight of employee issues such as enrollment and billing issues. Other miscellaneous duties as assigned.