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Employee Benefits Client Services Manager

Company: Associated Banc Corp
Location: Appleton
Posted on: January 9, 2019

Job Description:

Position Summary: Associated Benefits and Risk Consulting is looking to add a Client Services Manager to our Employee Benefits team. As a Client Services Manager you will leads a team of employee benefits account executives and ensures quality, effectiveness and efficiencies to the agency while maintaining a high level of customer service for our clients. Responsibilities include recruitment, training and development of the staff and assist in day-to-day activities when needed to meet or exceed organizational objectives and goals. Obtains expertise on the client service model for clients, prospects and vendors by presenting in meetings, developing vendor relationships and being a resource to educate and promote the competitive advantage our service model provides. Responsible for the retention of our clients by ensuring our account executives are delivering exceptional customer service and building positive relationships with our clients and vendors. Position Accountabilities: --- Work with sales management and staff to ensure the service department is meeting the needs of the sales team and clients. Ensure sound relationships between service teams, sales team, marketers and risk management functions. Coordinate the planning, development and implementation of necessary policies and procedures as regulatory changes from the Department of Labor, Health and Human Services and the Internal Revenue Service occur in the Employee Benefits industry. Responsible for the retention of our clients by ensuring our account managers are delivering exceptional customer service and building positive relationships with our clients and vendors Manage the workloads of the service staff and provide staffing recommendations by monitoring account loads, and projected future annual sales and retention goals to ensure proper staffing for the consistent delivery of exceptional customer service. Monitor and manage workload levels to minimize backlog. Becomes account executive on accounts when extended leaves or vacancies occur within the team. Promote both personal and professional development with service staff through our leadership development program that builds on individual strengths in order to create additional and future leaders from within the organization. Maintain personal account load and create work processes by actively participating in client related activities and designated service staff functions to ensure developed processes are effective and efficient. Create, maintain and execute the account executive training program to ensure all newly hired service staff and tenured employees are well-trained to provide exceptional customer service through well established and monitored policies and procedures. Ensure staff has product knowledge, skills & abilities to serve our clients. Provides direction for automation and participates in the design and testing of new capabilities. Participate in the roll out plan of new services/products. Collaborate within the departments on any appropriate projects or new product service initiatives that will improve our current service model and product offering. Create and maintain strong working relationships with carriers and other related vendors in the marketplace Manage service and processing needs of the department in a manner that is profitable and in line with industry cost expectations and the budget. Conduct performance reviews; manage PTO requests, and employee relations issues for client services department. As a member of the leadership team, you will be responsible for providing input into the direction of the division and department and will be responsible for the execution and/or delivery of strategies, initiatives, services and/or information. Qualifications: -- Required Education: Bachelor's Degree or bachelors degree in progress in business, finance or management. -- Preferred Education: Bachelor's Degree -- Required Experience: 5 years experience in a client services management role -- Preferred Experience: 7 years customer service management role, REBC and CEBS designations. License & Certifications: -- Preferred: REBC-Registered Employee Benefits Consultant by start date -- Preferred: CEBS -Certified Employee Benefits Specialist by start date -- Preferred: HIA-Health by start date Why Associated Benefits and Risk Consulting? At Associated Benefits and Risk Consulting, we provide you with a wealth of resources to help you reach your full potential. We offer real opportunities for success and career development. In fact, our employees made us one of the best places to work in the Midwest Here are some of the reasons why: -- Competitive compensation, comprehensive benefit package, banking benefits and wellness programs -- 401K, Employee Stock Ownership Plan and Pension Plan -- Commitment to development and growth of our colleagues you have real opportunities to pursue personal and professional development -- Community involvement/volunteer opportunities highly supported. Networking opportunities with Company Resource Groups We hire smart and ambitious self-starters and provide a wealth of resources to help you reach your full potential. Therefore, seize your new career opportunity as a Client Services Manager and come join in the spirit of our success Equal Opportunity Employer Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: colleaguecareAssociatedBank.com or call: (800) 878-3282.

Keywords: Associated Banc Corp, Appleton , Employee Benefits Client Services Manager, Executive , Appleton, Wisconsin

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