Client Relationship Manager

Berkley

  • Marlborough, MA
  • $70,000-80,000 per year
  • Permanent
  • Full-time
  • 2 days ago
Company Details:is a member company of , a Fortune 500® company. Berkley Accident and Health provides an innovative portfolio of accident and health insurance products. It offers four categories of products: Employer Stop Loss, Group Captives, Managed Care (including HMO Reinsurance and Provider Excess), and Specialty Accident.Berkley Accident and Health’s two primary office locations are Marlborough, MA and Hamilton Square, NJ, and the company underwrites Stop Loss coverage through Berkley Life and Health Insurance Company, rated A+ (Superior) by A.M. Best. #LI-AV1 #LI-hybridThis role will be based in our Hamilton Square, NJ or Marlborough, MA office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.The Company is an equal employment opportunity employer. Responsibilities:As a Client Relationship Manager, you will support Stop Loss Sales Managers in both the pre and post-sale environments. You'll provide direct support for all pre-sale components (with organizing, screening, and tracking pre-sale RFP process for both new and renewal business) during the quote process. We'll trust you to be a dependable "go to" resource during busy periods as well as when the Sales Managers are traveling for business. You'll also manage all client and third party administrator relationships for assigned case activity in order to maximize growth and retention of Stop Loss business in accordance with our plan. You'll play a key role as a liaison between all clients, vendors, and internal staff to ensure excellent quality of service.What you can expect:
  • Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
  • Internal mobility opportunities
  • Visibility to senior leaders and partnership with cross functional teams
  • Opportunity to impact change
  • Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education
We'll count on you to:
  • Support all aspects of stop loss activities for both new business and renewal including but not limited to following up on all outstanding requirements for policy issuance, scheduling and conducting on-boarding calls when necessary, set-up of account information in company database.
  • Onboard new and renewal policies by preparing and distributing all policy documents and acknowledgement letters.
  • Coordinate Producer’s Request for Information documents with all applicable functional areas within the company and provide timely responses.
  • Oversee the distribution of implementation material to brokers for transmittal to policyholder for both new business and renewal.
  • Manage client relationships by timely and efficiently responding to customer’s inquiries regarding claim payment, premium payments, commissions and questions pertaining to policy provisions.
  • Review paid premium reporting for change in covered lives, enrollment.
  • Review commission payment summaries and reconcile any discrepancies
  • Strengthen and enhance client, TPA and Producer relationships.
  • Provide sales support to sales manager during peak teams and during travel periods.
  • Provide ad-hoc reports to both sales managers and producers upon request
Qualifications:What you need to have:
  • 3-5 years group insurance or reinsurance experience
  • Customer focused, pro-active mindset; excellent organizational, interpersonal and project management skills
  • Day-to-day client management experience
  • Strong consulting and interpersonal skills, with an ability to interact with brokers, clients, and service vendors
  • Excellent verbal and written communications skills, with a strong ability to learn and understand ways to organize high activity
  • Demonstrate good judgment, ability to prioritize, and sense of urgency with the ability to work autonomously
  • Demonstrate a teamwork mindset and commitment to account results
  • Experienced knowledge with Outlook, Word, Excel and PowerPoint; presentation skills highly preferred
  • Ability to travel 10- 15%.
  • Ability to establish and maintain positive working relationships with management and staff to further the company’s mission
What makes you stand out:
  • Bachelor’s Degree
  • previous Client Relationship Manager experience
  • In-depth knowledge of Employer Stop Loss business preferred
Additional Company Details: We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: • Base Salary Range: $70-80k • Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and generous Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details: Sponsorship not Offered for this Role

Berkley