Client Manager

Job Summary

Seeking a highly motivated and experienced Client Manager to join a dynamic team. This role is pivotal in managing a portfolio of clients, ensuring exceptional service delivery, and driving client satisfaction. The ideal candidate will have a strong background in employee benefits and excellent organizational skills. This position offers a clear career progression path, with opportunities for mentorship and professional growth.

• Salary Range: $60,000–$95,000 (up to $110,000 for exceptional candidates)
• Benefits:
  Comprehensive benefits package
• Equipment Provided:
  Laptop
• Training:
  Individualized training plan, including virtual application training and in-office training for daily responsibilities

• Manage a portfolio of 20 clients, representing approximately $1.4 million in annual revenue
• Handle A-to-Z account management, including presenting to clients, open enrollment, and marketing
• Collaborate with an assistant and Senior Client Manager to ensure seamless service delivery
• Work on both new and renewal business, including quoting and marketing to carriers
• Develop and maintain strong client relationships, ensuring high levels of satisfaction
• Participate in team collaboration, client meetings, and internal training sessions
• Prepare for eventual progression to a Senior Client Manager role, managing a book of business independently

• Licenses/Designations:
  Life & Health (L&H) license required
• Experience:
  
  5–10 years preferred; candidates with 3–4 years of relevant experience will be considered if they meet all requirements
• Technical
  
  Skills:
  
  Proficiency in Applied Epic and Excel (candidates will be asked to rate their Excel skills and provide examples of usage)
• Soft Skills:
  
  Strong organizational skills, ability to process information effectively, excellent communication and presentation skills, and a client-focused mindset
• Work Style:
  Comfortable working in a hybrid environment with three in-office days per week (Tuesday–Thursday) and occasional flexibility for remote work
• Career Goals:
  Willingness to remain in the Client Manager role for 2–3 years before advancing to a Senior Client Manager position