Job Description
Job Description
Description :
Responsible for the day-to-day account management for routinely / moderately complex client accounts for large group department 51+ fully insured and self-funded. Manages the assigned book of business and builds, expands, and solidifies relationships with existing clients.
Objectives
Essential Functions
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
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.
While performing the duties of this job, the employee is regularly required to talk and / or hear. The employee frequently is required to stand; walk; and reach with hands and arms. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.
Requirements :
Position Type / Expected Hours of Work
This is a full-time position. Typical days and hours of work are Monday through Friday, 8 : 30 a.m. to 5 p.m. This position requires long hours and some weekend work.
Travel
Travel is a requirement of this position and may involve out-of-area and overnight travel.
Required Education and Experience
1. Bachelor’s Degree or higher in Management, Business, or related field, with a minimum of 7-10 years professional working experience as an account manager or client service representative in the insurance (or a related) industry; or a combination of education and experience.
2. Proficient knowledge of Microsoft Windows applications and MS Office (Word, Excel, PowerPoint, Outlook).
3. Must maintain Life / Health Producer license.
4. Must possess excellent problem-solving and analytical skills and be able to translate business and technical requirements into workable solutions.
5. Must possess strong communications skills (written and verbal) with an ability to communicate directly with clients, vendors, colleagues and executive management team.
6. Must possess the ability to manage multiple timelines and complete tasks quickly within the constraints of timelines and budgets.
7. Must possess the ability to work effectively as an individual and part of a team.
Client Relationship Manager • Towson, MD, US