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The Plexus Groupe · 3 months ago

Client Manager - Employee Benefits

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$70K/yr - $100K/yr

3+ years exp

The Plexus Groupe is an independent insurance advisory firm seeking a Client Manager within their Employee Benefits Practice. This role involves managing a dedicated book of business, ensuring client satisfaction, and mentoring team members while maintaining strong relationships with clients and vendors.

Financial Services

Growth Opportunities

Responsibilities

Workflow Management and Training – ensures all internal work processes are understood across the client management team and adhered to in order to promote consistency of effort; regularly achieve quality standards and produce desired results for our clients

Client Persistency – ensures the proper attention, processes and feedback mechanisms are in place in order to maintain a persistency rate consistent with practice expectations. Due to the relationship nature of this profession, the colleague is expected to spend seventy-five percent of their time working on and interacting with clients

Client Satisfaction – ensures an honest, straight-forward and open relationship exists with all clients in order to promote a strong working partnership between the client and The Plexus Groupe's assigned client team - it is expected that such transparency will promote positive client satisfaction and mutual trust

Vendor Management – ensures business partnerships are maintained with all key carriers and third - party vendors in order to best promote the interests of our clients, to pro-actively identify and address issues in an effective manner and to ensure their client management team remains current on any planned/announced changes by a vendor which might impact their clients

Industry Knowledge and Application – dedicates necessary time and energy to remain abreast of key changes across the industry, (including competitive practices and regulatory or legislative changes), and works diligently to assess the impact such changes will have on our clients, our Employee Benefits Practice and The Plexus Groupe as a whole

Client Meetings and Presentations – Actively supports the client management team to ensure all key interactions between The Plexus Groupe and our clients are constructive, thoughtful and produce the expected value and results

Qualification

Client management experienceEmployee Benefits BrokerageState LifeHealth licenseBenefit laws knowledgeMS Office SuiteFinancial analysisCommunication skillsAttention to detail

Required

BA/BS degree or equivalent experience

3+ years of client management experience, with 5+ years of general Employee Benefits Brokerage experience – additional large market (100+) experience a plus

Proven professional history of success at managing client relationships

Possess a proven understanding of fundamental benefit laws, regulations and compliance standards

This role will be required to travel 15% of the time

State Life and Health Producers license is required; industry professional designation a plus

Ability to communicate with all levels of an organization, verbally and in writing required

Excellent attention to detail is required

Proficient in MS Office Suite, especially Excel and PowerPoint

Ability to calculate customized financial analysis and present an interpretation of the data and its meaning