Client Manager

Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.

• Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
• Lead the renewal and marketing process, including preparing and distributing RFP packets
• Analyze and view proposals; provide recommendations to the Sales/Consulting team
• Work with Consultant in the preparation of new and renewal service contracts
• Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data
• Coordinate plan design changes, contract changes and carrier changes
• Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
• Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; serve as primary internal contact for service needs
• Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
• Ensure information in Benefit Point is up-to-date and accurate

• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Familiar with the use of an Agency Management System and Document Management System

• Preferred minimum of 5-7 years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
• Demonstrated skills: problem‑solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
• Excellent verbal and written communication skills; professional presentation skills

• Bachelor’s Degree preferred
• Life & Health License