Senior Client Manager
Core
Senior Client Manager partners with Producers and Client Executives to manage and service a book of employee benefits clients, handling renewals, vendor marketing, plan analysis, compliance support, and open enrollment.
Role type
Senior IC employee benefits account manager
Builds
Employee benefits plans and services for mid-market and large group clients
Domain
Insurance brokerage / Employee benefits
Deliverable
client delivery
Required skills
Employee benefits strategy, Carrier negotiation, Vendor management, Compliance support, Plan design analysis, Open enrollment execution, CRM management
Preferred skills
Mid-market or large group client experience, CEBS/PHR/BGA/CLU designations
Technologies
Microsoft Excel, Word, PowerPoint, Agency management systems, CRM tools
Responsibilities
Serve as primary client contact and subject matter expert for employee benefits accounts; Manage day-to-day client service, escalations, and complex coverage or compliance inquiries; Analyze client census and experience data for new and renewal business; Conduct carrier marketing, obtain quotes, compare plan designs, and evaluate alternatives; Present recommendations to clients, including senior HR and leadership stakeholders; Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients
Seniority
Senior, hands-on IC