Client Consultant Job Description Template
Our company is looking for a Client Consultant to join our team.
Responsibilities:
- Directs the strategic planning for client renewal and retention strategies for an assigned block of clients;
- Develops new markets, recommends improvements in products and services, and develops salesstrategies to meet operating and financial goals;
- Develops and implements strategies relating to client retention, renewals sales and quality services;
- Assists clients in interpreting benefit policies and procedures. Prepares and deliverspresentations to clients;
- Makes on-site presentations to clients and prospective clients to educate, inform, and enroll;
- Directly manages business relationships for assigned clients. Plans and administers the various employee benefits programs;
- Analyzes and develop clients’ benefits programs and recommends alternatives to better meet clients’ employees’ needs;
- Tracks benefits costs in order to recommend updates to improve employee benefit plans,including cost-saving measures and pricing strategies.
Requirements:
- Strong understanding of industry standards and expectations in working with external and internal advisors;
- Sensitivity to confidential information;
- Completion of the Life License Qualification Program;
- Ability to meet deadlines and provide deliverables as identified in a timely manner;
- Minimum 5 years’ experience in group benefits, & TPA in a client facing or customer service role;
- Excellent problem solving and trouble shooting skills;
- Valid Driver’s License and Vehicle;
- Self-motivated, can work independently;
- High level of productivity while ensuring standards are upheld and the ability to prioritize between multiple and competing demands;
- Customer service focused but comfortable taking the lead in the sales process;
- Proficient with Microsoft Excel and Microsoft Outlook;
- Excellent understanding of benefits administration systems and a strong understanding of the TPA environment;
- Ability to maintain a positive attitude at all times when dealing with user-facing issues;
- Strong multi-tasking and organizational skills.