Brio Benefit Consulting is looking for a Strategy Manager to join their Employee Benefits Team. In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. This was a strategic move for Brio to facilitate our continued growth.” This position will be a Hybrid role out of our New York office or possibly r... more details
OVERVIEW Brio Benefit Consulting is looking for a Strategy Manager to join their Employee Benefits Team. In 2023, Brio Benefits joined Alera Group, an independent national insurance and wealth services firm, offering comprehensive employee benefits, property and casualty insurance, retirement plan services and wealth services solutions to clients nationwide. This was a strategic move for Brio to facilitate our continued growth.” This position will be a Hybrid role out of our New York office or possibly remote for the right candidate. RESPONSIBILITIES Responsible for directly managing business relationships with client accounts and maintaining overall relationship with existing accounts on assigned book of business. Ensures that processes are in place to meet the needs of internal and external demands. Develops and implements strategies and policies relating to client management. Overall client management responsibility for assigned customers including responsibility for persistency results, book of business and revenue growth, and the cultivation of customer and client relationships. Provides input that positively impacts financial results Ensures exceptional service and growth through the development of a high performing team. QUALIFICATIONS Education: Bachelor's Degree Maintain Life, Accident and Health producer license in New York Knowledge: Sales and Marketing - Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems. Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Administration and Management - Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources. English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Personnel and Human Resources - Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems. Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data. Psychology - Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders. Education and Training - Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects. Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications. Basic Skills: Active Learning - Understanding the implications of new information for both current and future problem-solving and decision-making. Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Learning Strategies - Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things. Mathematics - Using mathematics to solve problems. Monitoring - Monitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action. Reading Comprehension - Understanding written sentences and paragraphs in work related documents. Speaking - Talking to others to convey information effectively. Writing - Communicating effectively in writing as appropriate for the needs of the audience. Social Skills Coordination - Adjusting actions in relation to others' actions. Instructing - Teaching others how to do something. Negotiation - Bringing others together and trying to reconcile differences. Persuasion - Persuading others to change their minds or behavior. Service Orientation - Actively looking for ways to help people. Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do. Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Resource Management Skills: Time Management - Managing one's own time and the time of others. Compensation: Guaranteed salary as book continues to be built and then move to a $85,000 base plus 5% of book net revenue. BENEFITS We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you're a California resident, please read the California Consumer Privacy Act prior to applying. #LI-DV1 #LI-Hybrid #LI-Remote
