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Client Manager I

King of Prussia, PA

We are hiring for a Client Manager I to join the team! The Client Manager I will be responsible for an assigned list of accounts that they will be accountable for in terms of customer satisfaction, problem resolution, and retention.


  • Provide client services for designated clients.
  • Book of Business to primarily be composed of smaller groups.
  • Working with Underwriting, prepare all renewal submissions, complete benefit, and rate comparison, and communicate strategies with the client.
  • Provide strategic direction for each account to support client objectives.
  • Stay abreast of markets, products, and competitiveness.
  • Act as liaison between the client and company to resolve all normal service issues regarding billing, claims, eligibility, and other client service issues.
  • Assist in the generation of renewal information requests and issuing renewal letters.
  • Update CRM information during the renewal process.
  • Promote the company's service standards and ensure a high existing customer retention rate.
  • Develop strong relationships with assigned accounts and brokers.
  • Other duties as assigned.

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  • Bachelor's degree required.
  • At least three (3) years of group life and health insurance experience as an Account/Client Manager or Account Executive either within the health insurance industry or within a benefits brokerage environment.
  • Strong presentation skills required, including confidence and composure when dealing with senior level audiences.
  • Ability to manage multiple clients/projects/initiatives and associates in a fast-paced organization.
  • Effective communications, strong client service and problem-solving skills; flexibility and adaptability to changing priorities and deadlines; ability to work in a team setting.
  • Insurance license for designated insurance line required within 6 months of hire.
  • Ability to work independently and self-motivate.
  • Aptitude for working with numbers.
  • Ability to accept responsibility and have accountability for own actions.
  • Ability to perform work accurately, thoroughly and on time even under stressful conditions.
  • Ability to communicate effectively both verbally and in writing.
  • Organizational, dependability, and trustworthiness skills are a must.
  • Experience in Microsoft Office Suite (i.e., Word, Excel, Outlook, and PowerPoint) and Internet Explorer, as well as other web browsers.
  • Employee is required to have at minimum an internet speed of 75 Mbps (standard high-speed internet access).

Working Conditions:

  • Flexibility to work in an office and/or at-home, remote office environment.
  • Schedule flexibility is occasionally necessary in this position. Individual may be required to attend key business/departmental meetings and/or perform certain business critical job functions outside of normal working hours.
  • Physical Demands: Must be able to communicate internally and externally through receiving and responding to auditory and visual methods.
  • Some travel required, depending on business needs.

Internal Pay Grade: 9

The starting pay for this role is $57,411 to $73,199 based on skill level and experience in a similar role.

This job description reflects management's assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Client-provided location(s): King of Prussia, PA, USA
Job ID: geoblue-498895
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • FSA With Employer Contribution
    • On-Site Gym
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Casual Dress
    • Happy Hours
  • Vacation and Time Off

    • Leave of Absence
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement

    • Performance Bonus
    • 401(K)
  • Professional Development

    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Tuition Reimbursement
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program

Company Videos

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