Insurance Relationship Manager

  • location: Hartford, CT
  • type: Contract
  • salary: $25 per hour
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job description

Insurance Relationship Manager

job summary:
The purpose of this position is to act as the primary relationship manager with responsibility for all account servicing for Life, Long Term Care & Disability Income within Private Client Life. Functions as the central point of communication in the department acting as a liaison between insurance carriers and processing center. Consults with the Business Support Manager & Principal in the day-to-day operational needs. Proactively manages tasks and projects that impact administration of the business to achieve timely and efficient action. Knowledge of business flow in order to determine reporting requirements in sales system required.

Client Servicing Responsibilities

  • Manages the delivery of services and the day-to-day client needs to retain accounts, establish strong client relationships and achieve high levels of client satisfaction.
  • Manages day-to-day client needs with respect to inforce policies.
  • Establishes strong client relationships and achieve high levels of client satisfaction.
  • Identifies important business needs of the client and effectively communicates with the Business Support
  • Manager and Principal of the department.
  • Maintains client required documentation.
  • Maintains files while tracking progress. Updates management regularly with respect to pending client leads, rates and cases in underwriting.
  • Maintains requirements for Sales & Compliance.
  • Executes all cyclical processing of premium needs for clients.
  • Establishes client and carrier relationships and develops an understanding of all aspects of the client and carrier.
  • Attends conferences, client calls, client meetings and establishes strong relationships with processing center,carriers and clients.
  • Partners with Business Support Manger & Principal to complete projects.
  • Works with carriers on inforce illustrations to be sure products are performing as sold.
  • Works with carriers to resolve any and all errors upon review.
  • Tracks recurring revenue flow on annual basis for disability products.
  • Maintains high net worth client grids and provides updates as needed to Business Support Manager and Principal.
  • Creates power point presentations as needed for client meetings. Product knowledge a must.
  • Liaison with carrier customer service, IT, processing center. Documents and communicates departmental information to Business Support Manager and Principal in order to provide feedback internally.
  • Evaluates current processes and determines new solutions and process improvements in order streamline policy delivery.
  • Identifies important business needs of the department and assists with achieving departmental objectives by effectively communicating with Business Support Manager and Principal.
  • Supports operational and compliance audits necessary to promote the reliability and integrity of the Private Client Life division.
QUALIFICATIONS

  • College Degree or equivalent work experience required
  • 5+ years of professional experience in a client facing capacity, insurance and business knowledge required, with a minimum of two years client relationship experience preferred
  • Possesses a solid understanding of insurance principals with focus on life, long term care and disability income
  • Self-Starter, Detail Oriented and ability to operate independently
  • Demonstrated ability to identify, document, and understand inter departmental processes.
  • Manage multiple priorities, deliver timely and accurate work products with a strong customer service focus, and respond with a sense of urgency.
  • Effective written and verbal communication skills to interact with internal and external customers.
  • Ability to communicate ideas and information concisely and effectively.
  • Detail oriented to ensure accuracy with the ability to identify, analyze and solve service issues
  • Proven experience functioning as part of a team working in a high visibility, confidential, client environment.
  • Strong computer skills and the ability to navigate through multiple systems without assistance
  • Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint).
 
location: Hartford, Connecticut
job type: Contract
work hours: 8 to 5
education: No Degree Required
experience: 2 Years
 
responsibilities:
The purpose of this position is to act as the primary relationship manager with responsibility for all account servicing for Life, Long Term Care & Disability Income within Private Client Life. Functions as the central point of communication in the department acting as a liaison between insurance carriers and processing center. Consults with the Business Support Manager & Principal in the day-to-day operational needs. Proactively manages tasks and projects that impact administration of the business to achieve timely and efficient action. Knowledge of business flow in order to determine reporting requirements in sales system required.

Client Servicing Responsibilities

  • Manages the delivery of services and the day-to-day client needs to retain accounts, establish strong client relationships and achieve high levels of client satisfaction.
  • Manages day-to-day client needs with respect to inforce policies.
  • Establishes strong client relationships and achieve high levels of client satisfaction.
  • Identifies important business needs of the client and effectively communicates with the Business Support
  • Manager and Principal of the department.
  • Maintains client required documentation.
  • Maintains files while tracking progress. Updates management regularly with respect to pending client leads, rates and cases in underwriting.
  • Maintains requirements for Sales & Compliance.
  • Executes all cyclical processing of premium needs for clients.
  • Establishes client and carrier relationships and develops an understanding of all aspects of the client and carrier.
  • Attends conferences, client calls, client meetings and establishes strong relationships with processing center,carriers and clients.
  • Partners with Business Support Manger & Principal to complete projects.
  • Works with carriers on inforce illustrations to be sure products are performing as sold.
  • Works with carriers to resolve any and all errors upon review.
  • Tracks recurring revenue flow on annual basis for disability products.
  • Maintains high net worth client grids and provides updates as needed to Business Support Manager and Principal.
  • Creates power point presentations as needed for client meetings. Product knowledge a must.
  • Liaison with carrier customer service, IT, processing center. Documents and communicates departmental information to Business Support Manager and Principal in order to provide feedback internally.
  • Evaluates current processes and determines new solutions and process improvements in order streamline policy delivery.
  • Identifies important business needs of the department and assists with achieving departmental objectives by effectively communicating with Business Support Manager and Principal.
  • Supports operational and compliance audits necessary to promote the reliability and integrity of the Private Client Life division.
QUALIFICATIONS

  • College Degree or equivalent work experience required
  • 5+ years of professional experience in a client facing capacity, insurance and business knowledge required, with a minimum of two years client relationship experience preferred
  • Possesses a solid understanding of insurance principals with focus on life, long term care and disability income
  • Self-Starter, Detail Oriented and ability to operate independently
  • Demonstrated ability to identify, document, and understand inter departmental processes.
  • Manage multiple priorities, deliver timely and accurate work products with a strong customer service focus, and respond with a sense of urgency.
  • Effective written and verbal communication skills to interact with internal and external customers.
  • Ability to communicate ideas and information concisely and effectively.
  • Detail oriented to ensure accuracy with the ability to identify, analyze and solve service issues
  • Proven experience functioning as part of a team working in a high visibility, confidential, client environment.
  • Strong computer skills and the ability to navigate through multiple systems without assistance
  • Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint).
 
qualifications:
The purpose of this position is to act as the primary relationship manager with responsibility for all account servicing for Life, Long Term Care & Disability Income within Private Client Life. Functions as the central point of communication in the department acting as a liaison between insurance carriers and processing center. Consults with the Business Support Manager & Principal in the day-to-day operational needs. Proactively manages tasks and projects that impact administration of the business to achieve timely and efficient action. Knowledge of business flow in order to determine reporting requirements in sales system required.

Client Servicing Responsibilities

  • Manages the delivery of services and the day-to-day client needs to retain accounts, establish strong client relationships and achieve high levels of client satisfaction.
  • Manages day-to-day client needs with respect to inforce policies.
  • Establishes strong client relationships and achieve high levels of client satisfaction.
  • Identifies important business needs of the client and effectively communicates with the Business Support
  • Manager and Principal of the department.
  • Maintains client required documentation.
  • Maintains files while tracking progress. Updates management regularly with respect to pending client leads, rates and cases in underwriting.
  • Maintains requirements for Sales & Compliance.
  • Executes all cyclical processing of premium needs for clients.
  • Establishes client and carrier relationships and develops an understanding of all aspects of the client and carrier.
  • Attends conferences, client calls, client meetings and establishes strong relationships with processing center,carriers and clients.
  • Partners with Business Support Manger & Principal to complete projects.
  • Works with carriers on inforce illustrations to be sure products are performing as sold.
  • Works with carriers to resolve any and all errors upon review.
  • Tracks recurring revenue flow on annual basis for disability products.
  • Maintains high net worth client grids and provides updates as needed to Business Support Manager and Principal.
  • Creates power point presentations as needed for client meetings. Product knowledge a must.
  • Liaison with carrier customer service, IT, processing center. Documents and communicates departmental information to Business Support Manager and Principal in order to provide feedback internally.
  • Evaluates current processes and determines new solutions and process improvements in order streamline policy delivery.
  • Identifies important business needs of the department and assists with achieving departmental objectives by effectively communicating with Business Support Manager and Principal.
  • Supports operational and compliance audits necessary to promote the reliability and integrity of the Private Client Life division.
QUALIFICATIONS

  • College Degree or equivalent work experience required
  • 5+ years of professional experience in a client facing capacity, insurance and business knowledge required, with a minimum of two years client relationship experience preferred
  • Possesses a solid understanding of insurance principals with focus on life, long term care and disability income
  • Self-Starter, Detail Oriented and ability to operate independently
  • Demonstrated ability to identify, document, and understand inter departmental processes.
  • Manage multiple priorities, deliver timely and accurate work products with a strong customer service focus, and respond with a sense of urgency.
  • Effective written and verbal communication skills to interact with internal and external customers.
  • Ability to communicate ideas and information concisely and effectively.
  • Detail oriented to ensure accuracy with the ability to identify, analyze and solve service issues
  • Proven experience functioning as part of a team working in a high visibility, confidential, client environment.
  • Strong computer skills and the ability to navigate through multiple systems without assistance
  • Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint).
 
skills: Customer Service
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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