4 дня назад
Client Representative (Insurance)
89 170 - 148 650$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Representative (Insurance): Managing and growing regional employee-benefits client and broker relationships with an accent on consultative strategy, renewals, enrollment, and client education. Focus on developing book-of-business strategies, analyzing market and competitor data, and delivering benefit solutions that improve participation, retention, and profitability.
Location: Dallas, Texas; preference for candidates based in Texas or the surrounding region, with travel into Texas required
Annual base salary: $89,170–$148,650 USD
Company
provides financial and insurance solutions designed to support individuals, employers, and communities in achieving better financial outcomes.
What you will do
- Manage, educate, develop, and retain assigned regional Tier 2 and Tier 3 employee-benefits clients.
- Build proactive relationships with clients, brokers, and market partners through face-to-face meetings and ongoing communication.
- Lead client and partner meetings, create consultative content, and support renewal conversations.
- Develop and execute enrollment, marketing, re-enrollment, and client education strategies.
- Identify opportunities to increase participation, add coverage lines, cross-sell products, and improve book-of-business profitability and persistency.
- Collaborate with sales and service teams, delegate actions, coach colleagues, and incorporate market and competitor insights into business strategies.
Requirements
- Five or more years of employee benefits or insurance industry experience preferred.
- Required insurance licensing and a four-year college degree or equivalent strongly preferred.
- Strong consultative, relationship management, communication, presentation, negotiation, persuasion, and conflict management skills.
- Ability to analyze data, make recommendations, understand underwriting and risk concepts, and apply strong business and financial judgment.
- Knowledge of insurance products and the ability to educate clients and brokers and cross-sell appropriate products and services.
- Ability to travel as needed and work with clients and brokers in Texas.
Culture & Benefits
- Health, dental, vision, and life insurance plans.
- 401(k) savings plan with company matching contributions of up to 6%.
- Employer-paid cash balance retirement plan with a 4% contribution.
- Tuition reimbursement of up to $5,250 per year.
- Twenty days of paid time off, nine paid company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time annually.
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