Client Manager
Core
Manage client benefit programs, negotiate with carriers, and orchestrate benefit package installation and Open Enrollment campaigns.
Role type
Senior IC Client Manager (Health & Welfare)
Builds
Strategic benefit plans and communication campaigns for client workforces
Domain
Health insurance brokerage and employee benefits
Required skills
Health and welfare plan benefits expertise, carrier negotiation, strategic planning, project management, financial analysis, team delegation, Microsoft Excel proficiency
Preferred skills
Large client group servicing experience (50+ lives), California Life and Disability License, Bachelor degree
Technologies
Microsoft Word, Excel, PowerPoint, Agency Management System
Responsibilities
Develop marketing strategies for clients based on their needs and history, negotiate with carriers on client's behalf, manage client's annual timeline including renewal and Open Enrollment, lead strategic planning and renewal meetings, orchestrate installation of benefit packages, create strategy and branding for benefit presentations, present financial measures for plan benefit costs, delegate tasks to service team members, ensure projects meet deadlines, maintain account documentation
Seniority
Senior, hands-on IC