client SERVICE MANAGER

Filice is a growing insurance brokerage and always looking for top talent in its Client Service Team. If you like insurance and helping employees, we may be the place for you.

MAJOR RESPONSIBILITES:

  • Management of ongoing client service relationships for up to 20 clients.
  • Maintain open and clear communication channels with clients, producers and internal partners.
  • Identify problems, summarize and develop strategic solutions.
  • Install new group insurance contracts for existing clients or new clients, effectively utilizing resources to match client needs.
  • Administer annual renewals including preparing proposals if appropriate and communicating any contractual changes to the clients and carriers.
  • Gather documents required to prepare annual 5500 filings if applicable and ensure submission in a timely manner. Provide summary annual reports for clients.
  • Inform clients of ERISA, COBRA, FMLA/CFRA and other leaves, and other benefits compliance measures. Review and assist clients to complete the Benefits Disclosure Compliance calendar annually.
  • Develop employee memorandum drafts and Benefits Booklets for clients to communicate the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or clarifications.
  • Develop and maintain excellent carrier relationships. Assist client/employee with unresolved benefits matters, including eligibility and claims issues.
  • Other miscellaneous duties as assigned.

REQUIRED SKILLS & ABILITIES:

  • Prior group employee health benefits experience required.
  • 4-year college degree or industry specific designation preferred.
  • Must currently hold Life and Health insurance license and retain license by meeting the continuing education requirements.
  • Excellent communication skills, both oral and written. Spanish language skills a plus.
  • Strong presentation skills.
  • Strong attention to detail and ability to self-check work.
  • Excellent time management skills.
  • Task oriented, excellent organizational skills, ability to prioritize work load.
  • Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative and innovative.
  • Excellent problem solving skills.
  • High level of computer literacy including working knowledge of Windows, Excel, Word and Power Point.

faviconWe are always looking for top talent.  Send us your resume.