Client Relationship Manager - Employee Benefits (COBRA) - Military Veterans

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Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

Position within the McGriff Flexible Benefits and COBRA Practice that will lead the client relationship management of an established book of business to ensure all elements of the client relationship (e.g. contractual, service performance) are continuously achieved.
Provides support to the Flex Account Executive on responsibilities as assigned. This can be a multiple incumbent position.

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Can work independently on daily job duties and projects.

• Provide support and accountability in maintaining and advancing service function assigned maintaining Client satisfaction.

• Oversight of onboarding, possible termination and servicing Client and Participant accounts maintaining appropriate plan documentation, systems records and checklists.

• Assist in the renewal process for Clients. Provide analysis, recommendation of coverage needs and pricing to present to Client as appropriate.

• Keeps abreast of current trends, Internal Revenue Service (IRS) and Department of Labor (DOL) regulations and pronouncements and communicates these changes to the staff to promote knowledge.

• Responsible for adhering to uniform procedures and processes to assure the highest quality product, development of staff through training and ongoing support involving record keeping and computer technology. Bring forward suggestions for organizational improvement.

• Responsible for the timeliness and quality review of work performed by staff, including audit compliance, proper offsite backup procedures, and monitoring system efficiency.

• Bring forward suggestions for organizational improvement.

• Audit of record keeping systems and third party card vendor system.

• Assist Clients and Teammates with service questions related to administration, billing, claims issues and problem solving.

• Develop and maintain strong Client relationships. Directly engage in disturbance handling to retain Clients working as appropriate including other McGriff Offices.

• Provide mentoring and training to Teammates to ensure effective servicing.

• Periodically evaluate Teammates' performance and take appropriate action to ensure maximum productivity.

• Create, implement and communicate annual team member goals.

• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.

• Attend seminars, classes and carrier meetings to keep abreast of new products available for Clients and acquire expertise in legislative changes, as opportunities occur.

• Support overall MEBS revenue and retention goals.

• Other duties and responsibilities as requested by management.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• COBRA Benefits knowledge required

• Strong Client relation skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve Client and company problem

• Sales and upselling expertise in related industries

• Act with responsiveness, urgency and professionalism in all matters

• Maintain an enthusiastic positive attitude at all times

• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite and Adobe

• Minimal travel, occasionally overnight

Preferred Qualifications:

• Advanced degree

• Certification in field of endeavor

Truist supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Truist is a Drug Free Workplace.

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