Clearwater, FL, 33765, USA
4 days ago
Client Relationship Manager
**Overview** About Us: Southern Guaranty Insurance Company, often referred to as SGIC, is a Property and Casualty (P&C) Carrier specializing in selling Accident and Health (A&H) Products. Established with a commitment to providing financial security and peace of mind to individuals and families looking for health insurance. SGIC is proud to offer a diverse portfolio of Accident and Health (A&H) products. These products encompass Short Term Medical, Fixed Indemnity, Limited Medical, Ancillary, and Medical Supplement insurance solutions. Our Home Office: Situated in the vibrant city of Clearwater, Florida, next to Tampa and St. Petersburg, SGIC's home office serves as the heart of our operations. Our Wellness Mission: At SGIC, our mission is clear and impactful: to protect the health and security of our policyholders. SGIC works to deliver peace of mind to American’s needing financial risk abatement through affordable, innovative insurance products and services all while delivering a best-in-class digital experience. Financial Strength and Ratings: A.M. Best, a renowned rating agency, has assigned a Financial Strength Rating (FSR) of B++ (Good) and a Long-Term Issuer Credit Rating (Long-Term ICR) of “BBB” to Southern Guaranty Insurance Company. These ratings reflect our strong financial position and stability, further underscoring our commitment to providing dependable solutions to our policyholders. Join Us: If you're looking for a rewarding career in the health insurance industry with a company that values its employees and is dedicated to safeguarding the health and security of individuals and families, consider joining the Southern Guaranty Insurance Company team. Together, we will continue to provide essential health insurance coverage and peace of mind to our policyholders. Summary: We seek a highly skilled and experienced Client Relationship Manager to manage and support SGIC Clients in areas related to enrollment, compliance, training, reporting, and managing the client to their upmost satisfaction. This position requires an individual with a comprehensive understanding of accident and health insurance, along with exceptional customer service experience. The ideal candidate will possess a strong attention to detail, problem-solving skills, and the ability to work effectively with multiple teams to ensure seamless client experiences. **Responsibilities** Essential Duties and Responsibilities: • Collaboration & Communication: Foster positive and effective communication with the Clients to institute a smooth working relationship and drive increased customer satisfaction. Work with their key personnel to develop a positive working relationship. • Sales Support: Provide ongoing support and guidance to Clients and their sales agents, ensuring they are well-informed about the enrollment process, regulatory changes, and best practices. • Reporting & Documentation: Maintain accurate records of Client interactions. Using data analysis, generate reports to identify trends and improve the support process. Document and notify management of any data trends. • Training: Share new products and do regular training on SGIC current products. Assist Clients with any questions they have in the member enrollment process. • Process Improvement: Work with internal SGIC departments to drive process improvements and utilize team notes and work logs to establish Standard Operating Procedures (SOPs). • Compliance Monitoring & Reporting: Ensure compliance with all relevant regulations and industry standards. Track, review, and report on compliance metrics. Proactively address any compliance issues identified in client or internal audits. Ensure adherence to contracts. • Client Complaints Management: Act as the main point of contact for handling and resolving sales agents’ complaints related to enrollment, commissions, and other service issues. Collaborate with sales agents and other departments to provide timely resolutions. Other Responsibilities: • Adheres to the policies and procedures of the Company • Maintains strict confidentiality of client, company and personnel information • Demonstrates a strong commitment to the mission and values of the organization • Adheres to company attendance standards • Performs other duties as assigned Supervisory Responsibilities: Yes **Qualifications** Competencies: • Strong organizational and motivational skills • Strong interpersonal skills, able to work collaboratively with diverse teams. • High level of professionalism and discretion when handling sensitive client information. • Ability to work in a fast-paced environment and adapt to changing priorities. • Adaptability; willing to learn and pitch in as needed in a team environment. • Excellent written and verbal communication skills • Detail oriented with a commitment to accuracy • High level of reasoning and analytical skills • Problem solving skills to effectively address client concerns and identify process improvements. Qualifications: • Knowledge of the insurance and healthcare industry. • Strongly preferred - Minimum of 3 years of experience in the accident and health insurance field. • Proven track record in customer service, handling client inquiries, complaints, and providing solutions. It is a definite plus if you have experience working with commissions, billing, insurance, and deductible related questions. • Data creation and interpretation experience to identify problems. Education and/or Experience: • Bachelor’s degree or equivalent experience in business, healthcare, insurance, or related field. Computer Skills: • Above average skill using software programs including Microsoft Office Suite, Microsoft Excel and enrollment and billing software. Environmental Factors/Physical Demands: Work is performed in an office. While performing the duties of this job, the employee is regularly required to have the ability to maintain active customer and employee communication; access, input and retrieve information from the computer system; enter alpha-numeric data into a computerized system often while listening on the telephone. May be subject to repetitive motion such as typing, data entry and vision to monitor. May be subject to bending, reaching, kneeling, stooping and lifting up to thirty (30) pounds. HP123 **Job Locations** _US-FL-Clearwater_ **Job Post Information* : Posted Date** _2 days ago_ _(2/14/2025 4:11 PM)_ **_ID_** _2025-2662_ **_\# of Openings_** _1_ **_Category_** _Management_
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