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BCS Financial Corporation
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Client Manager
BCS Financial Corporation Oakbrook Terrace, IL
$58k-75k (estimate)
Full Time | Insurance 6 Months Ago
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BCS Financial Corporation is Hiring a Client Manager Near Oakbrook Terrace, IL

 

Position Overview

The Client Manager is focused on managing our key Stop Loss insurance clients in all facets, including day-to-day interaction and support with brokers and clients, client renewal and retention, and identifying opportunities for cross-selling voluntary benefits business.

The Client Manager will manage our large Stop Loss insurance accounts (over $1M in premium) with a focus on client satisfaction, issue resolution, and business retention. The Client Manager will communicate regularly and proactively with clients and brokers, ensure that questions are addressed, escalate any operational issues to the appropriate internal colleagues for resolution, and strive to retain clients via policy renewal sales efforts and working closely with Underwriting to provide competitive renewal offers.

This role will also partner with and support our New Business Sales Directors on business growth efforts through broker and Blue Plan service and taking the lead on large Stop Loss accounts once sold.

The Client Manager will develop into a Stop Loss insurance Subject Matter Expert and be able to converse fluently with brokers and consultants about all aspects of stop loss insurance. This role will also look to leverage key broker and BCBS plan relationships for cross-selling our EssentialCare suite of products (Accident Insurance, Hospital Indemnity, and Critical Illness). The position will develop into a product expert on the EsssentialCare products we sell and act as an internal reference lead to our team.

 This position will report to the Director, Large Claims Business Development. This position is Hybrid and will be required to come into the office 2x per week if local.

Essential Elements

  • Supporting New Sales and Upselling to our Existing Customer/Broker/BCBS Plan Relationships for both Stop Loss and EssentialCare business
  • Upselling to New Customers/Brokers through both Key Broker expansion and New Broker relationships on EssentialCare business
  • Management and Tracking of Account Planning across all Account Management and Sales to drive and track results
  • Accountable to Voluntary Benefit growth through adding new business and persistency
  • Accountable for Large Customer growth through persistency of existing business, cross selling to existing, and team selling on new business sales.
  • Customer Advocate to internal organizations, notably Claims, Underwriting and Legal.
  • Salesforce Management of Opportunities and Activity Tracking as appropriate
  • Assist with new client implementation efforts
  • Training on EssentialCare products at the Policyholder/Broker/Plan levels
  • Meet with brokers, consultants and/or clients as needed

Requirements

Education and Certifications

  • Bachelor’s Degree Preferred

 Experience

  • Previous Sales and Broker/Group Service and Selling Experience 5 years
  • Previous experience in Salesforce, Outlook, MS Office required
  • Previous experience in Stop Loss insurance sales, account management or underwriting required
  • Previous experience in Accident Insurance, Critical Illness, Hospital Indemnity product knowledge required
  • Previous experience working with brokers, consultants and TPAs
  • Insurance Industry Experience 10 years

 Travel Required

  • Approximately 25%

 Physical Requirements

  • Ability to lift 10 lbs

BCS Core Competencies

Customer Focus, Courage, Informing, Learning on the Fly, Action Oriented, Results Driven 

Benefits

BCS offers a highly competitive benefits package that is designed to embrace our diverse workforce and offer benefits that fit our team members' unique needs!

  • Medical
  • Dental
  • Vision
  • 401(k) with company match
  • HSA
  • FSA
  • Short term/Long term disability
  • Employer-paid life insurance
  • Competitive PTO plan
  • 12 paid holidays
  • Parental leave

And much more!

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$58k-75k (estimate)

POST DATE

11/12/2023

EXPIRATION DATE

05/08/2024

WEBSITE

bcsf.com

HEADQUARTERS

OAKBROOK TERRACE, IL

SIZE

100 - 200

FOUNDED

1953

CEO

DAN RYAN

REVENUE

$50M - $200M

INDUSTRY

Insurance

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About BCS Financial Corporation

BCS Financial Corporation has more than 70 years of experience providing a wide-range of insurance and financial solutions for Blue Cross and Blue Shield organizations nationwide. With four primary product segments ancillary income solutions, large claim solutions, specialty risk solutions, and financial service solutions BCS is the strategic partner to deliver growth, diversification, and protection solutions for Blue Plans and commercial market carriers, alike. Through its subsidiaries, BCS Insurance Company and 4 Ever Life Insurance Company, BCS is licensed in all 50 states and is rated A...- (Excellent) by A.M. Best. BCS Financial is headquartered in Oakbrook Terrace, Ill. Learn more at bcsf.com. More
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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