Now Hiring - Baldwin Risk Partners - Client Manager, Employee Benefits - Trinity Benefit Advisors/Russ Blakely Associates in Knoxville, TN

Russ Blakely & Associates, LLC (RBA) is an independently owned insurance agency specializing in employee benefit advisory services since 1982. RBA is a charter member of United Benefit Advisors (UBA), which is the fourth largest benefit advisory organization in the country. We have 144 affiliate agencies in 44 states, as well as locations in Canada and services available to 40 countries around the world. RBA focuses 100% of its energy on employee benefits and we operate under the premise that there is always a better way to accomplish our clients’ goals. This belief continuously pushes us to ensure we provide our clients with the best solutions Trinity Benefit Advisors and Russ Blakely & Associates are committed to representing the clients' best interest, investing in the industry's best people, helping clients plan for the future and establishing partnerships for long-term success. Our company is a full service Employee Benefits Consulting and Commercial Risk Brokerage firm. Every member of our team is best in class, partnering with your organization in a responsive, reliable, hardworking supportive manner.

The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
• Manage all policy activity aspects of assigned accounts
• Present risks to the insurance marketplace for quoting, as needed
• Communicate clear expectations to the client regularly, professionally, and proactively.
• Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Conduct effective enrollment meetings, as needed with prepared collateral
• Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.
• Cultivate strong relationships with clients and insurance company partners
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
• Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership

• Strong presentation skills, both verbal and written communications
• Current state License required
• Bachelor's degree preferred plus 2+ years of related experience
• Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems
• Demonstrates firm’s core values, exuding behavior that is aligned with corporate culture