Client Manager-Employee Benefits
Core
Primary day-to-day contact for employee benefits clients, delivering service and support throughout the client lifecycle.
Role type
Client Manager - Employee Benefits
Builds
Employee benefits programs (fully insured, self-funded, level-funded)
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits program knowledge, Microsoft Office proficiency, agency management systems experience, regulatory compliance knowledge, claims coordination, billing administration
Preferred skills
Life & Health licensing, college coursework
Technologies
Microsoft Office (Outlook, Word, Excel, PowerPoint), agency management systems, HR portals
Responsibilities
Serve as primary contact for assigned clients, coordinate open enrollment meetings, complete COBRA paperwork, maintain client documentation and CRM records, resolve enrollment and billing issues, support government reporting requirements
Seniority
Mid-level, hands-on IC