Client Manager

Posted 13 Days Ago
Hiring Remotely in USA
Remote
63K-91K Annually
Junior
Insurance
The Role
The Client Manager is responsible for renewing client accounts, developing renewal strategies, ensuring customer support, and maintaining relationships with distributors and brokers.
Summary Generated by Built In

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

Responsible for renewing existing block of current clients through strategy, consultation, negotiation, positioning value adds, making plan recommendations and providing overall support. Maintaining strong relationships with our distribution partners, brokers and employer groups is also critical for achieving success in this role.

Key Accountabilities

  • Renew assigned book of business (employers and lives) - lead renewal delivery, develop renewal strategy including review of internal data and competition, negotiation activities including alternative solutions and facilitate presentation of strategy to retain profitable business.

  • Ensure successful implementation of new business by working closely with the Sales Consultants and Underwriting Operations to implement a successful onboarding experience for customers including welcome call and plan education.

  • Provide general support and escalated service during the plan year including maintaining business relationships with assigned distribution partners, brokers, and employer groups. Involvement (and delegation) for but not limited to: Problem solving/issue resolution, Personal contact with clients - face to face meetings, phone calls, virtual web meetings, etc., Creates, analyzes, and presents reporting packages, Coordinating and presenting renewals, claim reviews with appropriate follow-through, and Oversee stop loss renewal with Account Associates

  • Assess performance of groups during the plan year, surfacing any threats and opportunities, present group experience and understanding of key cost drivers. Review monthly utilization trends to help prepare for the next renewal. Share insights with internal partners to help calculate renewal increase. Discuss new programs, value-added benefits, Healthcare reform guidelines, plan ideas, and recommended solutions with the broker and employer.

  • Provide internal and external training as required, including process/guideline changes. Partner with marketing to co-create employer and employee educational messaging. Participate in cross-functional teams and special projects as assigned.

Minimum Requirements

  • Minimum 2-3 years’ experience in Sales and/or Account Management field.

  • Demonstrated analytical skills and knowledge to consult with customers on insurance products.

  • Possess excellent interpersonal and communication skills both verbal and written, good presence, team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needs.

  • Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.

  • Strong time management skills.

Preferred

  • Active life and health license or ability to complete/obtain within first year of employment with company support.

  • Bachelor’s Degree or equivalent experience.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$62,947.30 - $90,923.65 per year

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.  For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business.  We are an equal opportunity employer, including disability and protected veteran status.

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The Company
HQ: Lake Forest, IL
1,457 Employees

What We Do

Trustmark is a national employee benefits company offering specialized expertise in voluntary benefits, self-funded health benefit plan design and administration, and employee health and fitness programs that drive results through human and virtual connection. Trustmark offers employers access to benefit options usually reserved for large companies, combined with the personal service you’d expect from a small company. Trustmark’s commitment to building long-term, trusted relationships helps people and businesses thrive.

• Trustmark Voluntary Benefits provides valuable life, hospital, accident, disability and critical illness insurance designed to fit changing needs based on life stage or financial priorities. Trustmark helps educate employees and provides resources to help communicate the value of benefits and other important company initiatives. To learn more, visit TrustmarkVB.com.

• Trustmark Health Benefits is a total benefits solution for mid-sized and large self-funded employers. As one of the nation’s largest independent benefits administrators, we help our clients manage costs without compromising care by offering innovative solutions, flexibility, and complete data transparency for our clients. To learn more, visit TrustmarkHB.com.

• Trustmark Small Business Benefits® level-funded solutions allow small to mid-size employers to provide affordable health benefits to employees. Available to groups with five or more employees along with simplified underwriting for 51 or more enrolled employees, our comprehensive self-funded plan designs and services help empower clients to be smarter healthcare consumers. To learn more, visit TrustmarkSB.com.

• HealthFitness is a comprehensive wellbeing provider that delivers wellness, fitness and injury prevention programs. To learn more, visit Healthfitness.com.

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