Wealth Client Relationship Manager at TIAA partnering with advisors to support high - net worth clients. Managing client relationships and providing sales support in a collaborative environment.
About the role
- Account Manager supporting client insurance coverage projects at OneDigital. Building client relationships and coordinating insurance documentation and compliance requirements.
Responsibilities
- Assist Benefits Consultant in servicing client consulting/insurance coverage projects
- Build relationships with clients and answer insurance service questions (billing, coverage, compliance)
- Create both new and renewal RFP’s, marketing documents, and spreadsheets
- Create both new and renewal presentation documents and spreadsheets
- Capable of interpreting SPD’s, Plan Documents, for compliance and accuracy
- Request claims reports for renewal submissions and monthly client reports
- Attend client meetings as needed
- Perform client employee enrollment meetings
- Create client paper or electronic files
- Perform special projects as assigned
Requirements
- High School College Graduate
- Missouri Life & Health License
- Basic Knowledge of Employee Benefit Coverages
- Proficient in Microsoft Word, Outlook, Excel, and PowerPoint
- Proficiency in D365 or ability to learn these programs
- Proficiency in Adobe Acrobat or ability to learn this program
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- reimbursement of job-related expenses per company policy
- employee perks and discounts
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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