Be an early applicantLess than 25 applicantsPosted by Agency

Company

Decisely · 4 hours ago

West & Mid-West Coast Client Engagement Manager (Licensed 2024)

Alpharetta, GA

Contract

Remote

Mid Level

4+ years exp

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Responsibilities

Primary resource accountable for retention and growth of a book of business, which includes research/analysis and handling of a wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance.

Upsells and renews business through analysis of relevant client data (e.g., census/experience data, contractual requirements for insurance, client goals/culture), conducts market comparisons by analyzing rate information, strategizes with clients (primary decision makers and/or primary client contacts), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates, when applicable, on behalf of clients for best alternatives.

Works with clients, Business Development and other team members to assess the client’s plan objectives and develop a comprehensive client service delivery program to meet those objectives.

Analyzes financial data, model program alternatives, and recommends plan design strategy.

Partners with Carrier Marketing team to advise on benefits quoting, upselling and renewal planning.

Manages the quoting/renewal process and negotiates with carriers and vendors on client’s behalf to provide cost effective solutions for the client.

Manages the employee communication and open enrollment process for the client.

Assists with presentations and proposals, as well as, participate in meetings with prospective clients, as needed.

Understands and project manages client implementation, onboarding and training on the Decisely platform to ensure a seamless client experience.

Demonstrates and tests Decisely Platform for data accuracy and appropriate workflow.

Acts as subject-matter-expert for benefit information, as well as, specific healthcare mandates/regulations including, but not limited to COBRA, ERISA, HIPAA and ACA.

Set priorities and manage workflow for self to ensure all goals are met.

Confirms renewal or new business data is entered and completed in TRAX.

Interact with others effectively using accurate, clear communication, cooperating purposefully, and providing information and guidance as needed to achieve the business, profitability and retention goals of the Company.

Stay informed regarding industry information, new product/program developments, coverages, legislation, and technology to continuously improve knowledge and performance.

Project a professional image in action and appearance.

Exude leadership qualities, provide guidance and oversight of client support activities relative to client satisfaction and retention.

Full knowledge of employee benefit plans including medical (including Medical Essential Coverage plans), dental, vision, life, disability, voluntary worksite plans and services.

Display strong financial background and understanding of financial underwriting concepts as well as analytical knowledge related to Employee Benefits.

Broad knowledge of Health and Welfare compliance and regulations, including ERISA, COBRA, HIPAA, and ACA legislation.

Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include but not limited to Excel, Outlook, Word, PowerPoint, Publisher & Excel as well as all other required systems to maintain and manage job responsibilities.

Strong attention to detail and time management abilities.

Strong ability to multi-task and assign priority.

Ability to work effectively and efficiently both with and without direct supervision.

Must have high level of interpersonal communication skills, both written and verbal, to handle client issues in addition to sensitive and confidential situations regarding your support team.

Demonstrated experience with agency management systems, quoting processes, plan designs, and industry operations to effectively manage, maintain, and write assigned clients.

Strong analytical skills enabling one to gather data and present it in a clear and understandable method to the receiving audience.

Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands;

Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client EngagementFinancial AnalysisBenefits Plan DesignCompliance GuidanceHealth LicenseEmployee Benefits KnowledgeSaaS Technology SupportMicrosoft Office SuiteProfessional DesignationsProject Management

Required

At least four (4) years of experience working in highly visible client service role in a related industry, including insurance, benefits, human resources, broker/agency, technology/software applications.

Life and Health License required.

Valid driver’s license required.