Client Relationship Manager - Employee Benefits
Core
Manage client relations, service, sales, and administrative activities for new and existing group benefit accounts.
Role type
Senior IC employee benefits account manager
Builds
Employee benefit plans and risk management solutions
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Life/Health insurance licensing, underwriting principles, claims analysis, compliance regulations, Microsoft Office proficiency
Preferred skills
Self-funding knowledge, alternative funding arrangements, industry trends familiarity
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