Sr. Client Manager - Employee Benefits

Chicago, IL
Full Time
Employee Benefits
Mid Level

The Plexus Groupe is looking for candidates who dream big. We have an opening for a Sr. Client Manager within the Employee Benefits Practice at our Chicago office, but we will also consider candidates for our Deer Park, IL headquarters location.

Do you enjoy strategizing with clients on best-in-class solutions? Do you want to be part of a company growing faster than ever? If you are a team player and task-master, you prefer a balance of working with data and people, you thrive in a fast-paced environment with deadlines, and you have strong attention to details and follow through, please keep reading…

Summary:

Handles the day-to-day administration, annual renewals, marketing of new and existing clients, and on-going customer service for an assigned book of business. 

Essential Functions:

  • Manage the day-to-day and annual issues of assigned clients, including annual marketing, proposal presentations, enrollment, on-going customer service and underwriting matters
  • Assist with the oversight of the assigned client team
  • Maintain client relationships to achieve client persistency
  • Identify, research, and present opportunities for new coverage with assigned clients
  • Assist producer with renewal and new client presentations by coordinating efforts from start to finish
  • Assist client team with sales and marketing efforts with new and renewal business
  • Maintain professional and courteous relationships with assigned clients by meeting regularly to discuss current issues and expectations to service the account

Required Experience:

  • BA/BS degree or equivalent experience
  • 3-5+ years of client management experience, with 5-7+ years of general Employee Benefits Brokerage experience – additional large market (100+) experience preferred
  • Proven professional history of success at managing client relationships
  • Possess a proven understanding of fundamental benefit laws, regulations and compliance standards
  • This role will be required to travel 20% of the time
  • State Life and Health Producers license is required; industry professional designation a plus
  • Ability to communicate with all levels of an organization, verbally and in writing required
  • Excellent attention to detail is required
  • Proficient in MS Office Suite, especially Excel and PowerPoint
  • Ability to calculate customized financial analysis and present an interpretation of the data and its meaning

The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.

Compensation and Benefits:
The approximate annual salary range for this position is $100,000 - $130,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global—the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit www.plexusgroupe.com to learn more.

 

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