About the job
As a Client Manager specializing in Employee Benefits, you will play a pivotal role in providing exceptional service to our clients while supporting the Employee Benefits Producer in the management of various lines of employee benefits insurance. Your contributions will align with the strategic objectives and guidelines established by the Employee Benefits Department, ensuring a seamless experience for our clients.
Core Responsibilities:
- Oversee and manage an assigned portfolio of clients.
- Facilitate the renewal process, including new business, cancellations, and policy modifications.
- Ensure the accuracy and quality of your work and that of team members.
- Maintain an expiration log and renewal list, ensuring timely action on all accounts.
- Assist in marketing renewal policies as directed by the Producer.
- Provide precise new and renewal proposals, coverage summaries, and client checklists for presentations to clients.
- Review policy coverages, changes, and amendments for accuracy and relevance.
- Address and refer inquiries from insured clients and underwriters.
- Input and update client policy, coverage, premium, and billing information into the computer system, ensuring it is current.
- Verify commission structures with carriers and accounting for each account.
- Support Producers and clients in reconciling client accounts as required.
- Maintain documentation for the Applied computer system as mandated by the Employee Benefits Department.
- Ensure the upkeep and functionality of client technology tools.
- Prepare client open enrollment materials and conduct open enrollment meetings as necessary.
- Present marketing outcomes and strategies to decision-makers.
- Participate in company and department meetings, seminars, client meetings, carrier functions, and other events as required.
- Comply with policies and procedures established by the Employee Benefits Department and Bolton & Company.
- Engage in continuous personal and professional development, including training in communication, leadership, and other recommended classes.

