Job ID: 50340
Location: Greenville, South Carolina
Employment Type: Direct Hire
Last Updated: 12 days ago
A professional services company in Greenville is hiring a Client Manager on their Employee Health & Benefits team.
The ideal candidate is a proactive, detail-oriented professional with strong administrative and client service skills, and a background in benefits and HR.
Responsibilities
- Serve as the primary point of contact for individual clients, managing inquiries and fostering long-term relationships.
- Process applications, proposals, and policy updates for individual insurance products, including life, disability, and medical coverage.
- Support securities-related functions and annuity accounts, ensuring compliance with regulatory guidelines and internal policies.
- Maintain accurate client records and manage sensitive information with discretion and attention to detail.
- Assist with carrier negotiations and provide input on market strategies to improve client outcomes and service offerings.
- Prepare presentations, reports, and other client-facing materials; organize and maintain client information for meetings and reviews.
- Coordinate and schedule client meetings, ensuring follow-ups and deliverables are completed promptly.
- Collaborate closely with internal compliance resources to monitor and ensure regulatory compliance across all activities.
- Bachelor’s degree or equivalent work experience.
- Minimum of 3 years of experience in Benefits/Human Resources
- Knowledge of risk management techniques and employee health and benefits markets.
- Ability to communicate effectively with clients, carriers, and internal stakeholders.
- Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
- Securities licenses (Series 6 and 63) strongly preferred.
- Experience writing life insurance policies.
- Previous experience in a similar role within the insurance or financial services industry.
- Life & Health License, or willingness to obtain within 90 days of employment.
- $70,000-80,000 salaried
- PTO and paid holidays
- Health, dental, and vision benefits
- Hybrid schedule
- Yearly bonus
