Burkwald & Associates, Inc., an award-winning employee benefits consulting firm, seeks a Client Relations Manager to join its team. The ideal candidate will thrive in a consultative, team-oriented sales environment and be guided by an uncompromising desire to satisfy clients and understand their unique business needs.
Position Requirements
- Customer service focus.
- Excellent communication, presentation and writing skills.
- Working knowledge of insurance coverages (including self-funded plans), carrier products and employer needs.
- Proficient analysis skills including plan cost calculations, reserve calculations, stop loss comparisons and benefit cost and renewal analysis for all benefit plans.
- Ability to negotiate with insurance companies for clients' best interest.
- Ability to lead planning and implementation work groups, both internal and external.
- Strong project management, follow-up and scheduling skills.
- Must believe in and support a team-based sales approach.
- Multi-task oriented with attention to detail.
- Independent thinker; who displays initiative.
- Flexible team player with high-level problem solving skills.
- PC proficiency, Microsoft Office (especially Outlook, Word & Excel).
- 3+ years of employee benefits experience.
- College degree desirable or equivalent combination of education and experience.
- Wisconsin Life/Health License a plus.
Position Summary
- Exhibit consultative leadership role to analyze and craft client strategy.
- Research relevant data and trends for accurate and knowledgeable client recommendations.
- Develop and present analysis and renewal recommendations to senior management of client companies.
- Utilize internal technology tool for sophisticated analytic reporting.
- Work on escalated claims issues and plan administration questions.
- Meet with prospects to establish needs and implementation timeline.
- Review benefits analyst work and provide direction as needed.
- Maintain up-to-date benefit knowledge through both in-house and external seminars, vendor training, publications and web research.
Benefits
- Medical, dental, life, and disability insurance.
- Section 125 – Flexible Spending Account.
- Paid vacation, sick leave, and personal days.
- 401(k) with match.
- Casual dress on Fridays and summer hours (all year long).
- New Business Incentive Plan.
- Eligible for year-end bonus and ability to earn commission.
- Salary commensurate with experience.
If you want to join a dynamic team where innovative ideas and creative thinking are encouraged and rewarded, we'd like to hear from you! We promote a healthy work/life balance, support continued learning and ensure professional growth.
Interested candidates should contact:
Burkwald & Associates, Inc.
c/o Christine Meyer
N27 W23960 Paul Road, Suite 100
Pewaukee, Wisconsin 53072
Fax (262) 523-3111
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