State Licensed Client Relationship Manager

Job Summary

To support a growing team, the full-time State Licensed Client Relationship Manager will serve as the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and service inquiries remotely while ensuring compliance and enhancing client satisfaction.

Key responsibilities

• Build and maintain strong client relationships, proactively communicating updates and strategic recommendations
• Lead the renewal process by preparing and presenting benefit options, analyzing claims, and benchmarking
• Ensure benefit programs comply with federal and state regulations and manage related compliance activities

Required qualifications

• Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred
• Current state License required (Life & Health)
• 2-4+ years of employee benefits and account management experience
• Foundational understanding of employee benefits processes and renewal workflows
• Proficiency with Agency Management Systems and Microsoft Office Suite