[Hiring] Client Relationship Manager I @CareFirst

Role Description

Support licensed insurance brokers and agents in sales servicing individual ACA business by providing timely, accurate assistance with onboarding, commissions, enrollment, issue resolution, and compliance requirements.

• Supports client and broker inquiries by responding to routine service questions related to broker onboarding and licensing, benefit administration, enrollment and applications, billing, claims, commissions, and related administrative processes.
• Provides ongoing broker communication and support using established procedures, reference materials, and internal systems to provide accurate and timely responses, escalating complex issues to senior team members as needed.
• Assists in documenting and tracking client and broker issues, enrollment activity, licensing and compliance documentation, commission inquiries, and other required data in internal systems.
• Collaborates with internal partners to ensure timely resolution and follows up to confirm closure, under the guidance of more experienced team members.
• Supports reporting and data maintenance activities and assists clients and brokers with routine questions related to technology, systems, and tools.
• Participates in maintaining positive client and broker relationships by supporting communication efforts and preparing sales, marketing, educational, and presentation materials for client and broker meetings.
• Provides logistical and administrative support for client and broker onboarding, enrollment, renewal, and educational activities.
• Coordinates meeting scheduling, prepares presentation materials, assists with follow-up communications, and provides support and oversight for call center activities, including helping track inquiries and coordinating follow-up or escalation as appropriate.

Qualifications

• Education Level: High School Diploma or GED.
• Experience: 3 years experience in sales, sales support, implementation, benefit administration or customer service is required.
• Preferred Qualifications:
  • Experience in a sales administration role.
  • ACA experience.
• Knowledge, Skills and Abilities (KSAs):
  • Superior communication skills and knowledge of employee benefits issues necessary to effectively communicate with clients and prospects concerning employee benefit lines of coverage.
  • Ability to solve problems, strong organizational skills, detailed oriented, responsive and self-motivated, works independently as well as part of a team.
  • Proficiency with Microsoft Word and Excel is required, basic working knowledge of PowerPoint preferred.
  • Knowledge of production information, technology and new legislation.

Requirements

• Must be eligible to work in the U.S. without Sponsorship.

Benefits

• Comprehensive benefits package.
• Various incentive programs/plans.
• 401k contribution programs/plans (all benefits/incentives are subject to eligibility requirements).