Insurance Relationship Manager

Why Work Here

• Headquarters is in Charlotte, NC
• Recently expanded to nearshore
• isolved ranked for SMB Payroll in 2023 Sapient Report
• Voted top places to work in USA 2023

Job Description

The Insurance Relationship Manager is an integral member of the Brokerage Operations Team. Under the direction and oversight of the Director of Insurance Operations, the Insurance Relationship Manager is responsible for proactively managing assigned Insurance client relationships and accounts, delivering a consultative, solution-based approach that helps clients optimize their benefits strategies. This role analyzes renewal data to uncover opportunities, advises clients on cost-effective plan solutions, and leverages AI-powered tools to enhance service delivery and decision-making. The member must hold an active insurance license, demonstrate the skills required of a licensed agent, and effectively manage multiple competing priorities with strong time management.

Core Job Duties

• Manage insurance client portfolios by conducting in-depth renewal analyses, identifying cost-saving opportunities, and delivering consultative, solution-based recommendations tailored to each client’s workforce and budget needs.
• Handle telephone and email traffic in a polite, professional, and cheerful manner and respond to all employer and employee inquiries. 
• Provide quality customer service to all clients, employees, and partners and champion high levels of client satisfaction. 
• Establish job priorities to meet customer and organizational expectations 100% of the time, quality assured. 
• Handle deadline pressure with a positive attitude. 
• Ability to work with others as a team member and contribute to team and individual goals and objectives. 
• Develop customer relations with a positive, enthusiastic, and professional delivery. 
• Lead the full renewal lifecycle as a trusted advisor: analyze prior-year claims and utilization data, present renewal options with clear cost-benefit comparisons, guide clients through plan design decisions, and recommend solutions aligned with industry trends and cost containment best practices.
• Negotiate cost terms with carriers for large groups clients.
• Install new business. This includes meeting carrier deadlines, guiding the employer on completion of forms, and collecting payroll data. 
• Set up and maintain employee benefits portal.
• Conduct employee benefit enrollment meetings as needed. 
• Conduct proactive quarterly client strategy sessions via in-person visits or phone to review benefits performance, advise on emerging options, and document outcomes and next steps to strengthen long-term client relationships.
• Manage Brokerage Management system. Set up new clients, update data, and utilize information for daily client work. 
• Maintain current training on benefit platforms. 
• Pursue continued education on industry changes, emerging benefits technologies, and AI-powered tools used in insurance and HCM platforms to deliver more efficient, data-informed client service.
• Evaluates and selects employee health and wellness benefits (including health or dental insurance, life insurance, disability pay, or retiree medical plans) with the goal of creating an attractive and competitive benefits program. 
• Collects data on industry standards and practices to determine competitive positioning of the organization's health and wellness benefit offerings. 
• Provide administrative support to customers in processing and managing enrollment and eligibility with customer carriers/vendors.  This includes new enrollments, terminations, life event changes, and demographic changes.
• Act as a liaison between the customer and the isolved benefits services team as it relates to COBRA, FSA, HRA, and H.S.A. 
• Act as liaison between the customer and isolved EDI Team as it relates to questions on carrier feeds or electronic forms.
• Act as liaison between the customer and isolved auditing Team as it relates to discrepancies on monthly audit.