Client Manager IAS, Southwest

The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.

The Client Manager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The Client Manager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
• Manage all policy activity aspects of assigned accounts
• Present risks to the insurance marketplace for quoting, as needed
• Communicate clear expectations to the client regularly, professionally, and proactively.
• Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
• Manage client inquiries and work with insurance partners and/or internal teams to resolve client issues.
• Conduct effective enrollment meetings, as needed with prepared collateral
• Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.
• Cultivate strong relationships with clients and insurance company partners
• Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
• Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership

• Strong presentation skills, both verbal and written communications
• Current state License required
• Bachelor's degree preferred plus 2+ years of related experience
• Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems
• Demonstrates firm’s core values, exuding behavior that is aligned with corporate culture

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
• Manage all policy activity aspects of assigned accounts
• Present risks to the insurance marketplace for quoting, as needed
• Communicate clear expectations to the client regularly, professionally, and proactively.
• Maintain a priority for accuracy, timeliness and completion when interacting with current and…