Client Relationship Manager - Employee Benefits
Core
Managing client relations, sales, and administrative activities for new and existing group benefit accounts.
Role type
Client Relationship Manager (Employee Benefits)
Builds
Employee benefit plans and services for individuals, families, and businesses
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
client retention, account management, claims analysis, compliance audits, proposal preparation, carrier coordination, legislative updates, 5500 form submission
Preferred skills
knowledge of underwriting principals, alternative funding arrangements, self-funding, state and federal compliance regulations, industry trends
Technologies
Microsoft Office
Responsibilities
Build relationships with key client personnel, provide timely legislative updates, manage client accounts including claims and administrative issues, prepare final proposals and benchmark reports, coordinate employee meetings and carrier enrollment, conduct claims analysis, submit 5500 forms, implement client service plans
Seniority
Mid-level, hands-on IC