CareerPlan

Client Manager

Walnut Creek, CA, USFull-time$60k2026-07-21 → 2026-11-09

Core

Anticipate client needs and manage benefit programs, including strategy development, carrier negotiation, and Open Enrollment campaigns for group health and welfare plans.

Role type

Senior Client Manager (Health & Benefits)

Builds

Strategic benefit plans and communication campaigns for client organizations

Domain

Health insurance and employee benefits

Deliverable

client delivery

Required skills

Group health plan design, carrier negotiation, Open Enrollment strategy, financial analysis of benefit costs, project management, vendor management, team leadership, Microsoft Excel/PowerPoint proficiency

Preferred skills

Life and Disability insurance licensing, experience with large client groups (50+ lives), strategic planning

Technologies

Microsoft Word, Excel, PowerPoint, Agency Management System

Responsibilities

Develop marketing strategies and negotiate with carriers on client's behalf, manage annual renewal and Open Enrollment timelines, orchestrate benefit package installation and vendor communications, present financial measures and cost analysis to clients, lead strategic planning meetings, delegate tasks and assess service team skills, maintain account documentation and deadlines

Seniority

Senior, hands-on IC