Client Relationship Manager, Employee Benefits - CAC Group
Core
Primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day-to-day service inquiries.
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 knowledge, plan compliance (ERISA, HIPAA, ACA), renewal process management, carrier negotiation, data analysis, project management, presentation skills
Preferred skills
Professional insurance designation, experience with offshore teams or third-party partners, knowledge of self-funded and level-funded plans
Technologies
Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite, Zywave
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 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.
Seniority
Mid-level (2-4+ years experience)
