Client Relationship Manager, Employee Benefits - Potential for Hybrid Work
Core
Managing client relations, sales, and administrative activities for new and existing group benefit accounts.
Role type
Client Relationship Manager (Employee Benefits)
Builds
Group benefit plans and insurance solutions for clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
client retention, account management, sales proposals, open enrollment management, carrier coordination, compliance reporting, claims analysis, data entry, regulatory updates
Preferred skills
Agency Management Systems (BenefitPoint, Brokerage Builder, EPIC), virtual meeting software, underwriting principals, self-funding knowledge, bilingual English/Spanish
Technologies
Microsoft Office, BenefitPoint, Brokerage Builder, EPIC, Microsoft Teams, Zoom, GotoMeeting
Responsibilities
Maintain client relationships and understand business objectives, manage daily account issues and claims questions, market new business and prepare proposals, conduct client presentations and meetings, coordinate employee meetings and plan implementations, maintain accurate client data in agency systems, review compliance requirements and provide legislative updates, analyze claims reports for monthly/quarterly reviews, implement Client Service Plans and mid-year reports, ensure compliance with 5500 filing criteria for large accounts
Seniority
Mid-level, hands-on IC