Employee Benefits Client Manager

Why Renaissance Insurance Group?

RIG is one of the fastest growing insurance brokerages in Colorado, with a regional footprint and national resources. We are focused on employee development and engagement, developing deep relationships with each other, our clients and trading partners. Our firm is growing with top-notch Insurance Professionals that guide our clients through the complexities of insurance. RIG team members are known for our transparency, curiosity, integrity, and ability to provide innovative solutions.

Position Description: Employee Benefits Client Manager

Quality candidates will appreciate this opportunity to continue an already successful career with a highly successful independent broker, committed to our long-term independence. Our firm was founded on providing comprehensive, accurate, timely and competitive insurance solutions to families and individuals, underwritten by the most stable insurance carriers in the United States. Our Employee Benefits Client Manager will work with Risk Advisors to ensure complete accuracy of all content and materials for clients and trading partners of the firm. This work must be done in a timely manner. 

Our team environment will provide you with a wealth of resources to help you reach your full potential. Retention of client relationships and providing an accurate work product to our trading partners are of utmost importance for this role.

Primary Responsibilities and General Duties for Employee Benefits Client Manager

Serve as an example of extreme competency in communicating with all clients and trading partners, anticipating questions, displaying exceptional follow-up, and presenting positive solutions as an insurance consultant. Client Managers are expected to work in a team and deliver best-in-class consultative service to our clients.

Learn, develop competency and work within Agency Systems to provide accurate information to colleagues, clients, and trading partners while maintaining HIPAA compliance.  

• Consistently focus on improving the client experience with RIG at every opportunity
• Follow policies and procedures in the Workflow Manual to maintain integrity of RIG’s data-

hygiene in EPIC.

• Set the standard in utilization of Applied Benefit Designer and other agency systems in RIG’s Employee Benefits Department.
• Active and conscientious contributor to all departmental and staff meetings.
• Follow policies and procedures in the Workflow Manual to maintain integrity of RIG’s data-

hygiene in ABD.

• Serves as a natural client escalation point, to assist teammates when needed.
• Market submission content to trading partners.
• Develop spreadsheet comparisons and proposals from data received from trading partners.
• Assist in the development of all sales and marketing materials for RIG’s Employee Benefits

Department.

• Participate in presentations and enrollments for middle market accounts in RIG’s Employee

Benefits Department.

• Process activities noted accurately and in a timely manner.
• Manage the renewal cadence for accounts in book of business to exceed RIG’s retention goals in the Employee Benefits Department.
• Work/Process/attach emails same day or in a timely manner.
• Process benefits program change requests to trading partners and process in ABD according to workflow manual.
• Review of mail (scan/attach/process as needed)
• Address clients’ questions & changes in a timely manner with high sense of urgency.

Required Skills & Attributes

• Commitment to the use of technology for improved operational efficiencies
• High attention to detail
• 5+ years of agency management systems experience
• 5+ years of experience with Applied EPIC – a plus
• Colorado L/A/H  license
• High School diploma; college degree – a plus
• Proficient knowledge in Microsoft Windows Suite; Outlook, Word, Excel, PPT, Teams
• Strong verbal and written communication skills
• Naturally gifted in prioritizing the needs of the team
• Organized, Thoughtful, Considerate and Curious
• Strong interpersonal skills

Salary Range

• Negotiable, depending on experience/skills.

Contact

• To apply for this position, fill out the form below.
• We are an Equal Opportunity Employer.

This is an exempt position.