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Client Relations Specialist
2 months ago
About the Role
The Client Relations Consultant will be responsible for managing client relationships and reporting to the Director of Disability Benefits at CIE_101 Beneva Inc. This role involves servicing an in-force block of business, participating in the acquisition and implementation of new business, and contributing to project-related activities to support clients and department goals.
Key Responsibilities
- Analyze disability, life, critical illness, and specialized health insurance portfolios for groups to inform discussions with clients and market intermediaries.
- Participate in meetings with the Actuarial and Sales departments to evaluate financial performance and identify areas for improvement.
- Follow up on these meetings by informing the claims management team of the results and providing additional coaching where necessary.
- Lead monthly or quarterly meetings with clients to share evaluation results and present action plans where required.
- Identify procedural, administrative, and contractual discrepancies related to case file management and submit solutions to the management team.
- Work with clients and the claims team to manage service issues and resolve politically sensitive cases.
- Represent the department as a subject matter expert with internal and external partners.
- Act as a resource and mentor for processes and best practices in case management.
- Review and respond to RFPs, participate in finalist presentations, and work closely with the Implementation team and new clients during the implementation process.
- Participate in special projects such as changes to computer systems, choice of tools, development of procedures, statistical reports, etc.
Requirements
- Bachelor's degree in business management or a related field.
- Minimum 5 to 7 years of experience in the Life and Disability claims Group Insurance Industry.
- Excellent command of the English language; French is an asset.
- Strong working knowledge of MS Excel, PowerPoint, and Word.
Skills
- Strong written and verbal communication skills.
- Self-reliant and organized.
- A team player.
- Strong analytical skills.
- Ability to adapt to any situation.
- Excellent customer service skills; ability to build strong working relationships.
- First-rate presentation skills.
- Strong problem-solving, interpersonal, and negotiation skills.
- Ability to work under pressure and manage priorities.
