Small Group Client Relations Specialist

Location: Rochester Hills, MI

Small Group Account Manager

Job Location: Rochester Hills, MI

Manage a diverse clientele across various industries, overseeing an assigned book of business. This includes accounts that may be fully insured, partially self-funded, self-insured, or captive. Collaborate within a team to ensure customer satisfaction, resolve problems, and retain clients. Additionally, provide support to agents in sales and service.

Accounts: 25 accounts with 25-300 lives (mostly 50+)

Essential Duties and Responsibilities

  • Onboard new clients
  • Address inquiries from clients and carriers
  • Complete RFPs and request census
  • Initiate vendor renewal request with Service Representative and negotiate all renewal rate relief with agent
  • Prepare Open Enrollment guides, checklists, forms, summaries, presentations, brainsharks, and webinars
  • Communicate group enrollment process with Service Representatives, providing necessary materials
  • Conduct OE meetings, health fairs, and webinars
  • Participate in pre-renewal, renewal, and post-renewal meetings
  • Educate clients on compliance and provide consultative support
  • Travel to client sites as required

Additional Responsibilities

  • Keep agents updated on client activity, issues, and business development opportunities
  • Build relationships with client contacts and recommend plan changes, address claims issues, and explore renewal options
  • Acquire proficiency in new software programs as needed
  • Attend all scheduled team and staff meetings
  • Participate in educational and product seminars
  • Contribute to special projects as required
  • Travel overnight for client meetings, conferences, etc., as necessary

SUPERVISORY RESPONSIBILITIES

This position has no supervisory responsibilities.

Education and/or Experience

  • High School degree and 3-5 years of related experience
  • Preferred experience in the insurance industry or as a TPA
  • Active Life and Health license or obtain within 90 days of employment

Computer Skills

  • Proficient in MS Office Suite
  • Experience with Brokerage Builder / ZyWave software
  • Familiarity with office equipment such as fax, copier, scanner, printer, and cell phone
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