Client Relationship Manager, Employee Benefits-Middle Market
Core
Primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day-to-day service inquiries while ensuring plan compliance and analyzing benefit trends.
Role type
Client Relationship Manager (Employee Benefits)
Builds
Employee benefit programs, renewal proposals, compliance documentation, and client communication materials.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits program management, renewal process leadership, regulatory compliance (ERISA, HIPAA, ACA), carrier negotiation, plan design analysis, onboarding coordination, data analysis, presentation skills
Preferred skills
Professional insurance designation, experience with offshore teams or third-party partners, knowledge of self-funded and level-funded plan funding
Technologies
Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite, Zywave, digital workflow tools
Responsibilities
Build and maintain strong client relationships as the primary point of contact; Assess client needs and develop tailored benefit solutions; Lead the renewal process by preparing, analyzing, and presenting benefit options; Manage the client service calendar including onboarding and open enrollment; Ensure benefit programs comply with federal and state regulations; Liaise with carriers and vendors to negotiate contracts and resolve issues; Oversee new client onboarding and C-suite engagement; Develop employee-facing communication materials and coordinate enrollment meetings
Seniority
Mid-level, hands-on IC