Client Relationship Manager - Employee Benefits
Core
Managing client relations, sales, and administrative activities for new and existing group benefit accounts, including claims analysis and compliance audits.
Role type
Client Relationship Manager (Employee Benefits)
Builds
Group benefit plans, carrier enrollment materials, and client service plans.
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits account management, claims analysis, self-funding knowledge, compliance regulations familiarity, Microsoft Office proficiency
Preferred skills
Life/Health licensing, underwriting principles knowledge, alternative funding arrangements knowledge
Technologies
Microsoft Office
Responsibilities
Client retention and relationship building, legislative updates provision, account technical management, meeting note preparation, proposal and report preparation, carrier coordination, compliance audit support, claims analysis, 5500 form submission, client service plan implementation
Seniority
Mid-level, hands-on IC