Client Services Manager – Employee Health & Benefits

Lead and inspire a service team to deliver exceptional client service

Help team members find creative and efficient solutions

Coach producers and account executives on developing and maintaining productive working relationships with service team members

Drive consistent execution of our client service platform

Play a key role in setting team goals, supporting projects to improve operations, and fostering a collaborative and innovative team environment

Requirements

3+ years of experience as an Account Manager or in a similar role within mid-market Employee Benefits at an insurance brokerage

Proven experience in people management, with a strong ability to onboard new colleagues, deliver consistent feedback and support professional growth

Strong ability to lead and develop a team to deliver outstanding client service

Experience working with client service platforms and driving process improvements

Excellent communication and coaching skills to build productive relationships internally and externally

Life & Health license preferred, or the ability to obtain upon hire

BA/BS in business, management, or related field

GBA, CEBS, VBS or other professional insurance designation related to Benefits

Hard Skills

people management

client service platforms

process improvements

Soft Skills

leadership

coaching

communication

relationship building

team development

problem solving

collaboration

innovation

Certifications & Qualifications

Life & Health license

GBA

CEBS

VBS

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