Relationship Management

* You will serve as the client's primary contact, acting as a liaison, serving as an internal client advocate.

* Maintain a comprehensive understanding of your dedicated client's group health portfolio and other internal services and coordinate communication among various business partners.

* Act as a liaison between clients and company, collaborating with other internal partners including Product Management, Implementation, Payroll, Sales and more.

* Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business.

* Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience.



Group Benefit Support & Administration

* Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides.

* Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages.

* Handle all aspects of benefits renewals, including negotiating with carriers to secure the best rates and terms for clients.

* Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes.

* Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims.

* Maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation.



Client Retention

* Maximize client retention by working with clients, carriers, and external partners to resolve issues that may impact the client relationship.

* You will proactively ensure client satisfaction through regular touchpoints soliciting feedback on existing group health benefit offerings and future needs, acting as appropriate (ie: quoting, upselling, remarketing).

You'll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

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