Client Manager
Hybrid
Core
Primary day-to-day contact for employee benefits clients, delivering service and support throughout the client lifecycle.
Role type
Account Manager (Employee Benefits)
Builds
Employee benefits programs (fully insured, self-funded, level-funded)
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits administration, COBRA processing, compliance reporting, CRM management, billing resolution, agency management systems
Preferred skills
Life & Health licensing, Microsoft Office proficiency, benefits plan knowledge
Responsibilities
Serve as primary contact for assigned clients, coordinate open enrollment meetings, complete COBRA paperwork, maintain client documentation in CRM, resolve enrollment and billing issues, support government reporting requirements
Seniority
Mid-level, 2+ years experience
