Client Manager - Employee Benefits
Core
Provide advice and assistance on employee benefits, acting as the initial point of contact for clients, carriers, and the Client Service Team to resolve difficulties and meet client needs.
Role type
Client Manager (Employee Benefits)
Builds
Renewal and new business presentations, open enrollment materials, and client service solutions.
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Health and welfare plan benefits expertise, carrier knowledge, RFP review and preparation, utilization and claims data analysis, COBRA/HIPAA/5500 data coordination, plan design explanation, financial measure presentation, open enrollment meeting facilitation, issue resolution, Microsoft Office proficiency (Word, Excel, PowerPoint), California Life and Disability License maintenance.
Preferred skills
Bachelor degree, 5+ years of group health and benefits sales or service experience at a brokerage or carrier, strong communication skills, ability to create tables, charts, graphs, pivot tables and formulas.
Responsibilities
Act as the initial point of contact for Clients, Carriers and others on the Client Service Team; Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information; Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete; Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs; Conduct employee open enrollment meetings to communicate benefit options; Respond to and resolve routine issues the client may encounter regarding receipt of benefit services and coverage questions.
Seniority
Mid-level (Client Manager II), hands-on IC
