Specialist for Centerville, Ohio based
Brokerage and Consulting Firm - Remote
option
Centerville, OH 45459
SUMMARY: The Relationship Manager manages and maintains client accounts to develop,
enhance and solidify relationships by providing high level exceptional customer service.
ESSENTIAL RESPONSIBILITIES:
* Maintains consistent and continuous communication with assigned clients to provide
needed information and resolution of issues for clients
* Manages clients' day to day service needs by working with team members to ensure
requests are met
* Understands carriers' underwriting processes and procedures
* Requests renewal information, markets account, and structures clients' proposals
* Prepares comparisons for recommended coverage, and various plan options
* Works directly with Producer(s), Carrier Representatives, Clients, and others to maintain
current information in the agency management system
* Coordinates with Producer(s) to schedule Employee Meetings to present coverage(s)
* Ensures accuracy, proper handling, and appropriate distribution of policies (SBC, etc.), and
other requests from clients
* Participates and assists with employee's claims through processing or forwarding to
Claims Manager within the carriers or TPA
* Stays current on regulations, Health Care Reform, and general insurance knowledge
EDUCATION & EXPERIENCE:
* High School Diploma or equivalent required
* College Degree Preferred
* Account Assistant or Equivalent
* Health & Life License preferred
SKILLS & ABILITIES:
* Proficient in Microsoft Office 2010 (Outlook, Word and Excel)
* Excellent communication skills, including listening, speaking and writing
* Exceptional relationship development skills and interpersonal skills
* Computer literacy for correspondence, data entry, e-mail, Internet, Carrier websites,
spreadsheets and accessing data from company systems
* Demonstrate our Values
* Detail oriented with the ability to multi-task effectively
These job tasks are representative of those required to successfully perform the essential
functions of this job. Reasonable accommodations may be made as appropriate to enable
individuals with qualified disabilities to perform these essential functions.
Job Type: Full-time
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience level:
Shift:
Weekly day range:
Work setting:
Experience:
- Healthcare management: 2 years (Preferred)
Work Location: Remote