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Client Manager, Employee Benefits
at NFP
San Juan, PR

Client Manager, Employee Benefits
at NFP
San Juan, PR

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Description

The Ikon Organization, a subsidiary of NFP is seeking to hire a Client Manager. The Client Manager is responsible for maintaining and developing the strategic flow and positioning of all communication and data to and from the Client. They serve as the main point of contact for the organization’s Clients. Client Managers must ensure all sales, products and services development, creative marketing, financial, customer service, and data/reporting for all Client programs are communicated and coordinated with all divisions and associates.


The Client Manager will manage small to medium sized accounts and will help the Product Managers manage the major (Preferred and Elite) accounts. They plan and manage the accounts to maximize revenue and profit opportunities, and have a strong understanding of their company’s services, including knowledge of their competitors.

RESPONSIBILITIES:

  • Responsible to obtain a quota equivalent to 2 times their base salary.
  • Manages accounts and assumes total responsibility of the assigned accounts.
  • Consistently contact customers, at least once a month to assure 100% of retention.
  • Interacts with carriers and Clients, leading and completing negotiations.
  • Develops and creates solutions for existing Clients, as well as pursues new clientele opportunities.
  • Proposes and sells additional offered services, having full knowledge of the services offered in the company.
  • Manages the renewal process for existing accounts.
  • Assists Clients in determining the best courses of action, renewal negotiations, funding levels, plan implementation, plan reviews and evaluations, and compliance issues.
  • Customer service, including the process of client requests or directing request to correct department.
  • Responds to detailed questions regarding legislation, billing and claims issues.
  • Provides on a timely basis, experience reviews, rate projection and any other financial reporting required by customer.
  • Prepares communication plans and keeps clients up to date with the movements on the account, arranging meetings and presentations.
  • Identifies service problems, develops and delivers solutions to the client or the client’s needs on a timely manner.
  • Provides solutions in time frames that meet the customer’s expectation and needs.
  • Monitors external competitive activity to identify potential threats to the assigned accounts.
  • Manages the performance guarantee process with customer and internal partners.
  • Seek to obtain quarterly meetings to present utilization results to all clients.
  • Keep Clients informed of the progress of activities and service issues being worked on, as well as keeping Clients informed of changes in law and market trends.
  • Alerts Management of Clients at risk or with situations that can turn into a potential risk.
  • Completes other duties as assigned.

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

  • Strong planning and organizational skills with the ability to handle multiple tasks in a fast-paced environment.
  • Problem solving and cultivating relationship ability.
  • Customer service oriented.
  • Sales oriented.
  • Leadership skills.
  • Strong analytical skills.
  • Strong interpersonal skills.
  • Strong initiative skills.
  • Ability to manage multiple tasks in same time frame.
  • Work independently to comply with the Standard Operating Procedures for the accounts that were assigned.
  • Bilingual (English/Spanish).
  • Excellent communication (verbal and writing).
  • Be able to initiate and follow through with independent projects.
  • Proven client management expertise.
  • Be a Self-learner.
  • Solid understanding of the factors and issues that drive employee benefit expenditures.
  • Volunteers to participate in projects or tasks that require additional team members, this may include filling in for other members when illness, vacation or an emergency requires extra help.
  • Ability to travel to customers’ locations.
  • Strong computer skills including proficiency with Microsoft Office applications (Excel, PowerPoint, Word, etc.).
  • Incumbents in this position must have teamwork and team building skills.
  • Meet the requirements of the organization corporate values (Integrity, Teamwork, Value for Customers, and Performance Driven).

EDUCATION AND/OR EXPERIENCE:

  • Prior employment with Benefit Consulting firm, or Insurance Broker is preferred.
  • Bachelor’s Degree in Business or related field or equivalent work experience.
  • Minimum 2 to 4 years managing care/indemnity sales, client management and/or underwriting experience with solid broker/consultative selling, negotiation and persuasive skills required.


    CERTIFICATES, LICENSES, REGISTRATION:


    Appropriately licensed (Life, Disability, Health and other Broker’s License)


    WORKING CONDITIONS:

    We have a team-working environment. Climate controlled office environment.

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