Client Relationship Manager, Employee Benefits - IAS West
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, and compliance documentation for commercial clients.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits knowledge, ERISA/HIPAA/ACA compliance, benefit trend analysis, contract negotiation, Agency Management Systems (Brokerage Builder), Microsoft Office Suite, Zywave
Preferred skills
Professional insurance designation, offshore team coordination, self-funded/level-funded plan funding knowledge
Technologies
Brokerage Builder, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, 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, 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.
Seniority
Mid-level, hands-on IC
