Senior Client Manager

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Dayforce

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🏢 Enterprise

💰 $1G Post-IPO Debt - Dayforce on 2024-03

HR Tech • SaaS • Enterprise

Dayforce is a cloud-based human capital management (HCM) platform developed by Ceridian. It delivers payroll, HR, workforce management (time and attendance, scheduling), benefits administration, and talent management as a single SaaS application designed for businesses and enterprise customers.

📋 Description

• Responsible for providing customer service and overall service of assigned customers and/or policies within Private Client Services. • Supports Producer in soliciting new business and identifies account rounding opportunities. • Provides mentoring to staff to support the immediate supervisor. • Foster and manage the overall relationship with clients, ensuring retention of business and high satisfaction. • Develop new business opportunities for existing clients and prospects. • Initiate the renewal process for existing clients and discuss and create a renewal strategy. • Analyze and compare current exposures and develop renewal or new business specifications for marketing. • Conduct marketing, negotiate rates, and review quotes and coverages for competitiveness and accuracy. • Independently review policy and determine appropriate coverage; identify possible deficiencies. • Review and summarize marketing results and prepare proposals. • Finalize proposals and presentations. • Bind insurance coverage and prepare binders and/or delegate certificate issuance. • Review policies for accuracy and review contracts. • Prepare summaries and/or schedules of coverage for clients. • Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact the client on receivable collections. • Provide technical guidance to staff assisting with client needs or procedural issues. • Participate in the claims process as directed by management. • Notify Producer of pertinent information related to client retention. • Collect fees and reconcile and resolve any outstanding balances within 90 days of the invoicing date. • Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information).

🎯 Requirements

• Bachelor’s degree or equivalent combination of education and experience • Five (5) or more years of related work experience in the Private Client/High Net Worth insurance space required • Private Client experience required • Valid insurance license required • Must continue to meet Continuing Education requirements for license renewal • Proficient in Microsoft Office Suite • Knowledge of a wide array of private client customizable coverages