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<h3>Job Description</h3>
Job Description
Job Summary: We are seeking a Client Service Manager to oversee a team of client service representatives and ensure the satisfaction of our clients. The ideal candidate will be responsible for resolving client issues, developing strategies to improve client satisfaction, and maintaining strong relationships with key clients. Qualifications: - Bachelor's degree in Business Administration, Management, or related field. - Proven experience in a client-facing role, preferably in a supervisory or managerial position. - Exceptional communication and interpersonal skills. - Strong leadership abilities with a focus on team development. - Ability to analyze data and generate actionable insights to improve client services. - Proficiency in CRM software and Microsoft Office Suite. Responsibilities: - Manage a team of client service representatives and provide leadership and guidance. - Develop and implement strategies to improve client satisfaction and retention. - Address client issues and concerns in a timely and effective manner. - Build and maintain relationships with key clients to ensure long-term partnerships. - Analyze client feedback and data to identify areas for improvement in service delivery. - Collaborate with cross-functional teams to enhance the overall client experience. - Monitor key performance indicators related to client services and take corrective action when necessary.

Client Service Manager

<h3>Job Description</h3>
Job DescriptionOverview
Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we serve. We offer medical, dental and vision coverage, life insurance, retirement plan, employee assistance programs, company discounts, perks and more for most full-time positions!
Job Description
Allied Universal is currently seeking a Client Manager to lead a business segment in a designated region. The primary role of the Client Manager is to enhance client experiences, build long term meaningful client relationships and engage with employees that deliver our services in the field. The individual will meet or exceed operational goals by providing high-quality, professional, competent and committed service and an outstanding client and employee experience. To support and ensure success in this role, we provide a comprehensive, week-long management onboarding course designed to provide best practices, tools and guidance.
Full Time:
Yearly Salary to 87,550.06
RESPONSIBILITIES:
<ul>
<li>Set the direction, tone, and client-specific plan for achieving agreed-upon service levels and meeting actionable expectations for delivering measurable results</li>
<li>Focus on hiring, development, and retention of appropriate security officers and Operations Managers and Field Supervisors overseeing remote managed business</li>
<li>Communicate high service level expectations consistently to the team to ensure client and employee satisfaction and retention</li>
<li>Engage regularly with clients to share his/her expertise to enhance the value of Allied Universal's offering</li>
<li>Assist in coordinating the day-to-day team effort of Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost effective manner</li>
<li>Manage the delivery of services through subordinate team and fill in for the Branch Manager/ Director of Operations in their absence or as requested or required</li>
<li>Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime</li>
<li>Work with assigned personnel to ensure that all contractually scheduled hours are met with a minimum of unbilled overtime</li>
<li>Coach, counsel, and develop assigned personnel to assist with their opportunity for advancement/promotability</li>
<li>Capably utilize WinTeam for scheduling and billing, and to produce reports (such as Scheduling Activity, Invoice Aging by Tiers, Training Summary and Training Detail reports) that require interpretation and action for effective business management</li>
<li>Enforce Allied Universal's policies as outlined by the handbooks and executive memos</li>
<li>Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement</li>
<li>Act as liaison between Allied Universal and the customer to foster customer intimacy, including travel to/from face to face meetings</li>
<li>Maintain confidentiality of all information and data</li>
<li>Keep records and prepare accurate and timely reports both manually and through automated methods</li>
<li>Maintain regular attendance to ensure avoidance of unpredictable, frequent and/or ongoing late arrivals and chronic tardiness</li>
<li>Perform other related duties and responsibilities as assigned or required</li>
<li>Actively participate in community and business related organizations</li>
</ul>
QUALIFICATIONS
<ul>
<li>Bachelor's degree in Criminal Justice, Business Administration or a related field</li>
<li>Minimum three (3) years of experience in a service industry.</li>
<li>Proven strong service orientation, excellent interpersonal, leadership and organizational skills</li>
<li>Ability to develop and grow client relationships</li>
<li>Ability to make decisions and conduct courageous conversations</li>
<li>Manage multiple tasks with ability to manage multiple priorities, complex situations, a diverse team of employees and client requirements on an ongoing basis.</li>
<li>Excellent verbal and written communication skills with the ability to communicate in a timely manner any changes or recommendations that could have impact on our service image or brand</li>
<li>In-depth understanding of financial performance</li>
<li>Ability to work in a team-oriented management environment while having an entrepreneurial attitude.</li>
</ul>
PREFERRED QUALIFICATIONS:
<ul>
<li>Previous Customer Service, Account Management, Sales, Facilities Management, Military or Law enforcement experience</li>
<li>Contract, proprietary security services or military/law enforcement experience</li>
</ul>
Key Competencies: Interpersonal Skills, Deliver Results, Client Focus, Time Management, Financial Management, Problem Solving, Conflict Management, Timely Decision Making, and Accountability 
BENEFITS: 
<ul>
<li>Medical, dental, vision, basic life, AD&amp;D, and disability insurance</li>
<li>Enrollment in our company's 401 (k) or Supplemental Income Plan, subject to eligibility requirements</li>
<li>Eight paid holidays annually, five sick days, and four personal days</li>
<li>Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.</li>
</ul>
Closing
Allied Universal® is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: <a href="http://www.aus.com" target="_blank">www.aus.com</a>
If you have any questions regarding Equal Employment Opportunity, Affirmative Action, Diversity and Inclusion, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: <a href="http://www.aus.com/offices" target="_blank">www.aus.com/offices</a>.
Requisition ID2025-1356171

Client Manager

<h3>Job Description</h3>
Job Description
At Selerix, we are dedicated to providing exceptional service and support to our clients. We believe that great service is the key to building lasting relationships, and we are looking for a passionate, proactive ACA Client Manager I to join our team. This role is vital in ensuring that our clients receive the highest level of service and support throughout their journey with us.
 Benefits:
<ul>
<li>Medical, Dental and Vision insurance</li>
<li>4 weeks paid time off (PTO)</li>
<li>9 paid Holidays</li>
<li>401k (with match)- Basic Life - Long Term Disability (LTD)</li>
</ul>
Location: Positions available in McKinney, Texas and Columbia, South Carolina. Includes minimal travel &lt;10%.
Reports to: Director of ACA Services
ACA Client Manager I Role Summary:
Responsible for the various stages of the Selerix ACA process for IRS filing and employer reporting requirements. This position is the primary liaison between the employer and Selerix for ACA reporting. Works in conjunction with internal and external partners to provide end-to-end ACA service to our client base. This position provides superior customer service and maintains a working knowledge on existing/new laws or regulations regarding ACA. The position manages and maintains a case load of 75+ unique EINs.
ACA Client Manager I Requirements:
<ul>
<li>Fluently speak, read, and write English</li>
<li>Strong written and verbal communication skills</li>
<li>Demonstrates strong ethics and maintain confidentiality</li>
<li>Expert Microsoft Office skills</li>
<li>Proven project management skills</li>
<li>Self-starter, with excellent organizational and time management skills</li>
<li>Work in a team environment as well as independently</li>
<li>Proven ability to prioritize and multi-task</li>
<li>Ability to interpret, evaluate and communicate detailed information</li>
</ul>
Characteristics:
<ul>
<li>Self-directed</li>
<li>Sense of urgency</li>
<li>Customer Focused</li>
<li>Professional demeanor</li>
<li>Organized, detail oriented; catch errors early</li>
<li>Ethical; respects confidentiality</li>
<li>Ability to see and understand the “big picture”</li>
<li>Excellent listener</li>
</ul>
ACA Client Manager I Responsibilities:
<ul>
<li>Serves as ACA primary point of contact for Selerix Employer groups</li>
<li>Effectively perform ACA project management within the project timeline leading to the IRS deadlines.</li>
<li>Consistently maintains security and confidentiality of all client data per Selerix company policy and HIPAA requirements.</li>
<li>Promptly researches and troubleshoots issues as reported by client/service partners.</li>
<li>Prioritize and manage multiple ACA cases simultaneously to ensure client satisfaction is maintained at the standard required by the Director of ACA Services.</li>
<li>Works collaboratively with internal/external partners to resolve issues.</li>
<li>Provides project oversight and ensure the ACA process maintains momentum.</li>
<li>Maintains knowledge and competence in ACA compliance, Selerix ACA workflow structure and reporting functionality.</li>
<li>Effectively manages multiple client implementations simultaneously.</li>
<li>Coordinates deliverables for system enhancements or changes related to ACA updates.</li>
<li>Following established processes and procedures, creates and configures ACA configuration and setup based on client information.</li>
<li>Participates in staff meetings, conference calls, and other meetings, as needed.</li>
<li>Performs other duties as required.</li>
</ul>
Working Conditions:
<ul>
<li>Fast-paced environment.</li>
<li>Requires normal vision (corrected) both close and distant.</li>
<li>Requires normal hearing levels (corrected).</li>
<li>Requires working at a desk to use a phone and computer for extended periods of time. Requires sitting, bending.</li>
<li>Use office equipment and machinery effectively.</li>
<li>Requires normal finger dexterity for keyboarding.</li>
<li>Work effectively with frequent interruptions.</li>
<li>Minimal travel &lt;10%.</li>
</ul>
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

ACA Client Manager I

<h3>Job Description</h3>
Job Description
HireLevel is hiring a Client Relationship Manager over our employment services covering the Nashville &amp; Murfreesboro, TN region. At HireLevel, we specialize in partnering with employers to match the perfect candidates with their needs, particularly in the light-industrial and warehouse roles. Elevate your career with us and be a driving force in connecting talent with opportunity.
We are looking for someone who is passionate about serving clients and growing our teams while pushing them to achieve individual and team goals. The ideal candidate has previous experience working in the employment service industry and has made a direct impact on company revenue and office culture. They have a win/win, "can do" attitude that thrives on efficiency and results. The Client Relationship Manager is critical to the long-term success of our team. They will be involved in all elements of the company's day-to-day operations; recruitment, account management, and sales will be key measurements of success.
About HireLevel.
Woman-owned and Midwest-based, HireLevel is a leading provider of nationwide human capital management and recruitment services. Specializing in all things HR, we aim to simplify tasks for our clients, making payroll and hiring effortless. Our belief in the power of the right people coming together drives our commitment to fostering creativity, seizing opportunities, and facilitating business growth. At HireLevel, we value diversity, prioritize our people, clients, and communities, and seamlessly blend work and fun in our vibrant culture.
 
A day in the life as a Client Relationship Manager
At HireLevel, your daily focus as a leader will be guiding and motivating a dynamic team in the evolving field of employment services. Quickly acclimating to client expectations, you'll collaborate with teams to implement strategic recruitment plans, ensuring top talent for our clients. This role offers the chance to mentor and coach team members individually, facilitating their career growth. Monitoring financial performance against budgets and goals, measuring success, and enforcing key performance indicators are integral aspects of this impactful position.
HireLevel works as a company to ensure that customers and candidates alike are satisfied and can truly tell the "HireLevel difference". The Client Relationship Manager will be responsible for nurturing a sales culture by developing new business relationships and working with prospective clients to determine the best level of HireLevel services. 
 
What you need to be qualified for this job
To be qualified for the Client Relationship Manager position, you must consider yourself a "people-person" with a competitive drive, highly organized and able to think outside the box. You'll be engaging with our clients daily so it is vital that you are able to understand what we can provide them and can speak to HireLevel's capabilities. We have a culture of accountability so being able to hold yourself accountable as well as your team is an absolute must. 
We operate out of several software platforms so the ability to adapt to new software and use it efficiently is required. This role is also responsible for running and analyzing reports on a daily, weekly, monthly and annual basis. 
This is an on-site position at our Murfreesboro, TN location. 
Are you ready to join the team? 
If you think you're the right candidate for this job please go ahead and apply! Your resume will go directly to our hiring team who will contact you regarding the next steps.
HireLevel is an Equal Opportunity Employer

Client Relationship Manager

<h3>Job Description</h3>
Job Description
Overview
Why You’ll Love Being a Client Service Manager at AccentCare
Do you enjoy providing outstanding patient care? Bring your organizational skills and knowledge of at-home care and join the AccentCare team today in this Client Service Manager job
When you join AccentCare, you become part of a team that is not only dedicated to their patients, but to each other as well. Here, you will truly make a difference each and every day as you work alongside a supportive team. With a competitive benefits package, work-life balance, professional development, and an outstanding work environment, you will have everything you need to achieve success in your career. Bring your passion for patient care and you will build a career you love in this Client Service Manager job 
Join the AccentCare team and apply for this Client Service Manager opportunity today!
Offer Based on Years of Experience 
#AC-PCS
Salary: $50,000 – $55,000/ YR Hours: 8:00am –5:00pm Office Location: Rochester, MN 
Shift:Monday - Friday 
 
Responsibilities
Client Service Manager Responsibilities:
<ul>
<li>Responsible for providing overall strategic and operational leadership for a segment of the branch team. Responsible for business development initiatives and managing all functions necessary to ensure operational, service, and business goals are aligned with company and division business objectives.</li>
<li>Manages the overall operations of a segment of the branch team. Responsible for the overall quality and depth of the segment Caregiving pool; meeting Care Partner, Client and Referral Source Satisfaction goals, adherence to Company Policy and Procedure and Compliance guidelines.</li>
<li>Successfully implements business initiatives</li>
<li>Oversees the day to day activities of the assigned Team staff, including recruiting, hiring, assessment activity, staffing / scheduling, risk management requirements, timekeeping requirements, and all compliance and human resource needs</li>
<li>Ensures on-call oversight and support for clients and field staff needs</li>
<li>Ensures all cross referral opportunities within the branch are identified and sourced appropriately</li>
</ul>
 
Qualifications
Client Service Manager Qualifications:
<ul>
<li>High School Diploma or GED required</li>
<li>Two years of branch or department supervisory in a healthcare facility, agency or community-based agency experience required</li>
<li>One or more years of Business Development experience preferred</li>
<li>Home Care or Staffing Experience preferred</li>
<li>Valid Driver’s License</li>
</ul>

<h3>Job Description</h3>
Job DescriptionWho We Are
Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innovative companies in the world. Here, your unique expertise and perspective helps move companies ahead and your career forward.
We believe in supporting the whole lives and careers of our employees. That's why, through excellent benefits and opportunities, and a genuinely inclusive and collaborative environment, we create the space for you and your career to flourish.
How We Work
We are excited to offer a hybrid workplace that we believe is a win for our people, for our business, and for our clients. Our policy has been carefully and thoughtfully designed to combine the benefits of collaborating, learning and mentoring, and bonding with our teams in-person while enjoying the flexibility of working remotely up to 3 days a week.
All roles are hybrid unless otherwise indicated on the job post. Find our office locations here. 
About the Role
As the Client Communications Manager for Employee Benefits at Woodruff Sawyer, you will drive communication strategies and solutions to enhance client experiences. This role offers a platform to showcase your creativity and critical thinking, enabling you to craft and deliver outstanding communication solutions. You will work with a driven team that values inclusion and collaboration. Your contributions will be instrumental in helping Woodruff Sawyer compete in the marketplace, by providing outstanding client experiences.
Key Responsibilities
<ul>
<li>Be the go-to expert on Employee Communication solutions and strategies. Support Account Executives in client engagements and planning meetings to ensure flawless execution.</li>
<li>Develop and nurture relationships with vendors and partners specializing in communication, education, and engagement. Integrate them into our Communications Toolkit or present them to clients as standout features.</li>
<li>Own the current Core Communication Toolkit and craft future versions tailored to align with market trends. The Communication Toolkit includes benefits guides, benefits microsites, digital communication options, and other related materials.</li>
<li>Build compelling content for communications pieces, including the Core Communications Toolkit and custom projects crafted in-house for clients. Manage these projects to ensure timely and effective delivery.</li>
<li>Stay informed about evolving vendors and solutions that improve our capacity to support clients and distinguish our offerings from competitors.</li>
<li>Utilize proven management experience to monitor, evaluate, and recognize team members' performance, identifying training opportunities, and supporting team members in their career growth and development.</li>
<li>Lead and manage team members, resources, and internal processes to achieve communication objectives.</li>
<li>Monitor trends, solution adoption, and metrics to determine strategies for improvement or changes to our offerings.</li>
</ul>
Experience &amp; Qualifications
<ul>
<li>Demonstrated success in building and managing Employee Benefit Communication programs, with a comprehensive understanding of the vendor landscape.</li>
<li>A track record of enjoying client-facing strategic discussions and the ability to turn concepts and ideas into successful, measurable deliverables.</li>
<li>Outstanding presentation and communication skills.</li>
<li>Proven ability to partner with internal teams (sales and service) to meet client needs.</li>
<li>Strong project management skills with a history of managing projects to successful completion.</li>
<li>Minimum of 5 years in crafting, leading, and delivering effective employee benefit communication strategies and programs.</li>
<li>At least 2 years of management experience, with a focus on leading and mentoring teams.</li>
<li>Bachelor's degree or equivalent preferred but not required.</li>
<li>Proficiency in Publisher, Illustrator, InDesign, and Microsoft Office.</li>
</ul>
Don't meet every single preferred qualification? Studies have shown that underrepresented populations are less likely to apply to jobs unless they meet all qualifications. At Woodruff Sawyer we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.
More About Us
Compensation: Anticipated salary between $103,000 – $158,000. Salary offered will be dependent upon geography, experience, and expertise of the candidate. 
This position is eligible to participate in an incentive program to earn additional compensation with a target equivalent to 8% of salary annually, based on individual and Company performance.
#LI-REMOTE
Our Benefits Include
<ul>
<li>Medical, Dental, and Vision coverage</li>
<li>401k Retirement Plan with company match</li>
<li>Paid vacation, holidays, and sick days</li>
<li>Life Insurance, Short-term, and Long-Term Disability benefits</li>
<li>Flexible Spending Account (FSA)</li>
<li>Wellness programs and workplace flexibility benefits</li>
<li>Professional development and reimbursement programs</li>
<li>Added perks like discounted event tickets, pet insurance, financial coaching, identity theft protection, milk stork, etc.</li>
</ul>
Compensation and Benefits are what Woodruff Sawyer in good faith believes are accurate for this role at the time of this posting. 
Woodruff Sawyer is an Equal Opportunity Employer.
Our Equal Employment Policy incorporates our commitment to maintain an environment free of discrimination and to comply with all federal, state and local laws providing equal employment opportunities.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Manager, Client Communications

<h3>Job Description</h3>
Job Description
Company Overview: Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families, and their organizations. Trove delivers an array of bespoke, day-to-day financial solutions to the families and engagements it serves. We have five office locations: Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, and Stamford, CT. Through continued growth, we have become the leading independent multi-family office in North America.
Job Description: We are seeking an Accounting Manager-Client Onboarding to join our Family Office team. This individual will play a strategic role in overseeing the onboarding process for new client relationships, ensuring a seamless transition while maintaining accuracy and efficiency. The Accounting Manager- Client Onboarding will lead onboarding initiatives, troubleshoot challenges, and enhance processes to support the firm’s growth.
The ideal candidate possesses strong leadership skills, deep accounting knowledge, and the ability to leverage technology for financial analysis and reporting. This role requires a proactive problem solver with exceptional attention to detail and strong communication skills to effectively liaise with internal teams and external clients.
Responsibilities:
<ul>
<li>
Lead and manage the end-to-end onboarding process for new client relationships, ensuring smooth integration into the firm’s systems and workflows.
</li>
</ul>
<ul>
<li>
Supervise and mentor the Accounting Associate-Client Onboarding , providing guidance, training, and professional development.
</li>
</ul>
<ul>
<li>
Serve as the primary point of contact for onboarding projects, collaborating with internal stakeholders and external partners to drive efficiency and maintain adherence to timelines.
</li>
</ul>
<ul>
<li>
Develop and enhance onboarding procedures, continuously identifying opportunities for process improvements and automation.
</li>
</ul>
<ul>
<li>
Resolve complex operational challenges, investigating root causes and implementing sustainable solutions.
</li>
</ul>
<ul>
<li>
Oversee asset tracking setup, ensuring accurate recording of real property, collectibles, investments, and other assets through journal entries and reconciliation processes.
</li>
</ul>
<ul>
<li>
Ensure compliance with internal controls and regulatory requirements throughout the onboarding process.
</li>
</ul>
<ul>
<li>
Collaborate with senior leadership to align onboarding strategies with business objectives and growth initiatives.
</li>
</ul>
<ul>
<li>
Maintain high standards of data integrity and accuracy in client records and financial reporting.
</li>
</ul>
<ul>
<li>
Manage and respond to ad-hoc requests efficiently while balancing multiple priorities.
</li>
</ul>
Skills and Qualifications:
<ul>
<li>
Bachelor’s degree in accounting, finance, business, or a related field required; CPA or equivalent certification preferred.
</li>
</ul>
<ul>
<li>
7+ years of experience in client onboarding, accounting, or financial services, with at least 2 years in a leadership or managerial role.
</li>
</ul>
<ul>
<li>
Strong team leadership and coaching skills with the ability to motivate and develop talent.
</li>
</ul>
<ul>
<li>
Expertise in financial reconciliation and accounting principles, with experience working with high-net-worth individuals or family offices preferred.
</li>
</ul>
<ul>
<li>
Deep understanding of asset classes, including brokerage accounts, alternative investments (private equity, hedge funds, etc.).
</li>
</ul>
<ul>
<li>
Familiarity with estate documents (wills, POAs, trusts, etc.).
</li>
</ul>
<ul>
<li>
Highly proficient in Microsoft Office Suite (Excel, SharePoint, OneNote, Teams).
</li>
</ul>
<ul>
<li>
Strong working knowledge of QuickBooks Online, Salesforce, Bill.com, and/or Sage; experience with Kantata preferred.
</li>
</ul>
<ul>
<li>
Exceptional problem-solving skills, with the ability to anticipate challenges and drive solutions proactively.
</li>
</ul>
<ul>
<li>
Strong written and verbal communication skills, with a focus on client service and relationship management.
</li>
</ul>
Compensation &amp; Benefits:
We offer an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events.
Equal Opportunity Employer:
Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Accounting Manager-Client Onboarding

<h3>Job Description</h3>
Job DescriptionDescription:
Come join a Top 100 independent insurance agency working from our Jackson, MS headquarters. As an Employee Benefits Client Manager, you’ll put the client’s needs first by engaging directly with clients, company underwriters and Producers on health plan benefits management, network selection, claims and renewals. 
 
Duties and Responsibilities
Every day will look a little different depending on team and client needs. Here is a snapshot of the work you can typically expect to be involved with:
<ul>
<li>Respond to requests for assistance on existing coverage and/or new policies.</li>
<li>Obtain and process enrollment forms, change forms or benefit summaries as determined by client need.</li>
<li>Review existing benefits to determine best coverage alternatives when necessary.</li>
<li>Communicate renewal terms to client and negotiate the renewal terms with carrier when necessary</li>
<li>Demonstrate knowledge in rating applications and procedures for all types of group policies. Use web sites to obtain information as necessary to assist clients.</li>
<li>Keep Producers fully informed of important activities or challenges on their accounts.</li>
</ul>
Requirements:
<ul>
<li>4-year college degree preferred. Life &amp; Health License required within 6 months of employment and satisfactory employment record.</li>
<li>Minimum three years’ experience in employee benefits, customer service or similar position with underwriting and/or health insurance background.</li>
<li>Demonstrate understanding of employee benefit programs and coverage and ability to communicate effectively with potential and existing clients (and their employees) regarding these benefit programs.</li>
<li>Must be self-starter, able to self-manage workload to ensure group accounts are satisfied with Ross &amp; Yerger and their insurance carriers</li>
<li>Ability to travel, up to 25%</li>
</ul>
About Ross &amp; Yerger
Since 1860, Ross &amp; Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. It’s in that spirit that we also share profits and ownership with all employees through our ESOP plan in addition to offering tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.

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