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Sr. Client Service Manager

Company: Alera Group
Location: Milford
Posted on: June 21, 2022

Job Description:

Alera Group Northeast is seeking a Sr. Client Services Manager to join our team! Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you--------re looking for, this is your chance to be part of an amazing organization! Alera Group was formed on January 1, 2017, and is one of the largest independent, national insurance and financial services firms in the U.S. with over $1 billion in revenue. Alera Group is a very entrepreneurial firm bound together via a culture of collaboration which is reinforced by the practice of The Collaborative Way. Responsibilities The Sr. Client Services Manager will support assistance to Account Executive/Account Managers in the overall execution of their duties and required deliverables and compliance for their book of business. Assist with Renewals

  • Review Summary Plan Description and Plan benefit summaries for accuracy.
  • Acts as the single point of contact for the client on all service issues as well as policy-related questions.Assist with Open Enrollment Presentations
    • Client Meetings / Presentation.
    • Record Benefit Brainshark and other applications.
    • Provide clients with information for their carrier portals and benefits information.
    • Assist in the development of the Benefit Guide.Assist with the Marketing of Renewals
      • Assist with preparing excel spreadsheets for clients.
      • Assist with the development of Powerpoint presentations.
      • Assist with obtaining carrier reports as needed, eligibility, and claims.Assist with Compliance
        • 5500 collection as well as review carrier schedules for accuracy, completion of Scope of work, and data collection form.
        • SPD Wrap plans SOW and Data collection forms.Team Collaboration and Personal Development
          • Work in continual partnership with the Account Executive/Account Management team, Account Analysts, and carriers. Qualifications
            • Life / Health licensed.
            • Customer Service Experience.
            • Proficient in Microsoft Office Suite.
            • Effective written and verbal communication skills.
            • The ability to adapt and navigate various software and technology platforms.
            • The capacity to work independently and problem solve quickly. Equal Opportunity Employment We--------re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you--------re a California resident, please read the California Consumer Privacy Act prior to applying. #pandoIQPandoLogic. Keywords: Client Services Manager, Location: Milford, CT - 06461

Keywords: Alera Group, Milford , Sr. Client Service Manager, Executive , Milford, Connecticut

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