Client Manager - Group , Private Equity

Client Manager, Employee Benefits Private Equity – Job Description Position Summary

The Client Manager is responsible for delivering high-quality client relationship management within the employee benefits practice by proactively anticipating client needs, managing the full client service cycle, and ensuring that benefit programs align with clients’ financial and organizational goals. This role supports retention, growth, and client satisfaction through strategic renewal management, data-driven insights, and collaborative partnership with Producers and internal teams.

The position is both operational and hands‑on, requiring direct client interaction, execution of deliverables, and contribution to overall business growth and service excellence.

• Own and manage the end-to-end client service cycle, ensuring timelines and renewal deadlines are met.
• Serve as a subject matter expert on employee benefits programs, providing guidance and recommendations to clients.
• Partner with Producers/Client Executives to support account strategy, retention, and growth.
• Develop a deep understanding of client businesses, industries, and objectives to inform service delivery and recommendations.

• Prepare and deliver proposals, including quote comparisons and coverage analysis.
• Conduct benchmarking, demographic analysis, claims utilization review, underwriting analysis, and cost projections.
• Market renewals and new lines of coverage, including creating specifications, negotiating with carriers, and evaluating quotes.
• Participate in annual planning and reporting processes and directly support client deliverables and presentations.

• Produce accurate and high-quality client deliverables, including financial analyses and reports.
• Maintain data accuracy and integrity within systems such as EPIC.
• Ensure all work is peer reviewed for quality and accuracy prior to client delivery.
• Meet E&O compliance standards, including audit expectations and regulatory requirements.
• Maintain a high level of responsiveness to client and internal requests.

• Collaborate with internal teams, carriers, and external partners to deliver integrated client solutions.
• Delegate tasks appropriately and support development of team members.
• Communicate effectively with stakeholders to ensure alignment and seamless service delivery.
• Support cross‑selling opportunities by identifying additional client needs.

• Support retention and growth of the book of business, targeting a minimum 95% retention rate and high client satisfaction.
• Participate in networking and business development activities.
• Support implementation of new programs, services, and process improvements that enhance client value and operational efficiency.

• Identify and implement opportunities to improve processes, reporting, and service delivery.
• Stay informed on industry trends, legislative updates, and best practices through continuing education.
• Share knowledge and best practices to enhance team performance and consistency.

• Contribute to enterprise standards by supporting documentation, best practices, and consistent service delivery approaches.
• Assist in developing scalable processes and tools that enhance client outcomes and internal efficiency.

The role is accountable for delivering high-quality, accurate, and timely client service outcomes aligned with organizational goals; maintaining compliance with E&O, legal, and regulatory standards; achieving client retention and satisfaction targets; supporting growth initiatives and cross‑selling opportunities; and fostering strong, collaborative relationships across teams and with clients.

• Bachelor’s degree in Business, Risk Management, Analytics, or a related field, or equivalent industry experience.
• Minimum of 3–5 years of employee benefits experience managing client accounts.
• Strong analytical, financial, and problem‑solving skills.
• Proficiency in EPIC and Microsoft Office (Excel, PowerPoint).
• Excellent communication, organizational, and time management skills.
• Active Life and Health license.

• Advanced certifications or continued education in employee benefits or risk management.
• Experience supporting growth initiatives or complex client programs.
• Strong experience working with cross‑functional teams and senior stakeholders.

• Strategic & Systems Thinking
• Ownership & Accountability
• Data-Driven Decision Making
• Process Design & Continuous Improvement
• Consulting, Influence & Collaboration
• Change Agility
• Business Acumen