Join a passionate and purpose-driven team of colleagues who contribute to Trustmark’s mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves.
For more than four decades, CoreSource has crafted integrated, flexible, and tailored employer health plan designs that seamlessly meet specific business needs and delight members. Each of our offices around the country is managed locally, by industry veterans who understand the dynamics of the markets they serve. Our responsive and empathetic service teams provide the highest level of support for employers and members. Our local expertise and service represents our national strength. We are an independently operated subsidiary of Trustmark Mutual Holding Company.
CoreSource is seeking a Client Manager for our Central Region that will work out of the Charlotte NC location. The Client Manager is responsible for the overall relationship with the client, from implementation, everyday problem resolution through renewal activities. The Client Manager will work directly with sales executives and client coordinators to support and service between 12 – 20 groups of clients between $50,000 – $250,000 ANR. They maintain senior management level contact with Benefits, Human Resources, and the financial staff of the client. The Client Manager is also responsible for the service delivery of CoreSource products and services that ensure client satisfaction.
Key Accountabilities:
- Responsible for the ongoing day-to-day involvement with assigned clients, including but not limited to:
- Problem solving/issue resolution
- Personal contact with the clients – phone calls, visits, etc.
- Creates, analyzes and presents reporting packages
- Coordinating and presenting renewals, claim reviews, with appropriate follow-through
- Presenting relevant industry, corporate, etc. issues to client
- Completes Client Action Plans
- Recommends appropriate upsales and approach
- Assumes primary responsibility for implementation of new business in close collaboration with implementation manager, including but not limited to:
- Working closely with the sales producers to learn not only what was sold but also nuances and personality of group
- Ensuring timely completion of SPD
- Set up and maintenance of performance metrics
- Directs and oversees stop loss renewal with Sales Coordinator/Underwriter
- Other duties as needed/assigned
Education and Experience:
- 3-5 years client management experience
- Results oriented and self-motivated
- Excellent interpersonal and communication skills
- Prior management/leadership skills
- Ability to interact with senior level executives
- Thorough understanding of self-funding and employee benefit plans
- Excellent presentation skills
- Willingness to travel
- Bachelor’s Degree or 2-5 years of related experience
- State insurance license is preferred
All qualified applicants will receive consideration for employment without regard to
race, religion, color, national origin, sex, age, or disability
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