CareerPlan

Associate Client Manager - Employee Health & Benefits

Missoula, MT, USFull-time2026-11-07 → 2026-11-09

Core

Deliver customer service and support to Employee Health & Benefits clients, colleagues, and carriers by managing accounts, negotiating with insurance carriers, and preparing proposal materials.

Role type

Associate Client Manager (Employee Health & Benefits)

Builds

Insurance policies and client service solutions

Domain

Insurance / Employee Benefits

Deliverable

client delivery

Required skills

client service, account management, carrier negotiation, proposal preparation, data management, quality control, confidentiality, adaptability, attention to detail, deadline management

Responsibilities

Provide timely and effective customer service to clients and carriers; negotiate with insurance carriers; prepare presentation and proposal materials; collect client information and order insurance policies; maintain accurate client records in the agency management system; ensure quality control through proper file documentation.