Sr. Client Relationship Manager, Employee Benefits
Core
Primary relationship manager for mid to high complexity clients, overseeing employee benefit programs, renewals, retention, and strategic partnership.
Role type
Senior Client Relationship Manager (Employee Benefits)
Builds
Multi-year renewal strategies, compliance deliverables, and strategic guidance for client benefit programs.
Domain
Employee Benefits / Insurance
Deliverable
client delivery
Required skills
Employee benefits expertise, plan design and coverage strategy, compliance management, data analysis, client relationship management, complex issue resolution, presentation skills
Preferred skills
Professional designations, experience with offshore teams/shared service centers
Technologies
Agency Management Systems, Microsoft Excel
Responsibilities
Lead full renewal strategy including benchmarking and plan design alternatives; prepare and deliver Quarterly Business Review insights; manage client compliance calendar and filings; resolve escalated enrollment discrepancies and billing issues; review and approve employee communication materials; coordinate deliverables across internal teams for major client events.
Seniority
Senior, hands-on IC with mentorship