Client Relationship Manager - Employee Benefits
Core
Managing client relations, service, 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 businesses and individuals
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Employee benefits account management, Life/Health licensing, Underwriting principles, Claims analysis, Compliance regulations, Microsoft Office proficiency
Preferred skills
Self-funding knowledge, Alternative funding arrangements, State/federal compliance trends
Technologies
Microsoft Office
Responsibilities
Client retention and relationship building, Legislative updates, Account management (claims/admin), Proposal preparation, Carrier coordination, Compliance audits, Claims analysis, 5500 form submission, Client service plan implementation
Seniority
Mid-level, hands-on IC