Senior Client Manager – Employee Health & Benefits

• Proactively manage client service, renewal activities, and product administration for assigned clients
• Serve as a primary day-to-day contact for clients
• Manage Benefits accounts and develop partnerships with clients’ HR managers and support staff
• Manage service issues, research problems, and present and implement timely solutions
• Assist with RFP bid specifications, obtain census and historical data, analyze quotes, advise on carriers/products, and negotiate with insurance representatives and underwriters
• Prepare and proof client proposals and attend client meetings and presentations
• Manage implementation of new coverage lines and carrier changes, ensuring smooth launches and transitions
• Complete new and renewal business paperwork and internal documentation
• Prepare employee communication materials, including brochures, flyers, and payroll stuffers
• Conduct group education and enrollment meetings at client sites or via webinar
• Proof booklets and contracts; request Schedule As for IRS Form 5500 filings and facilitate signature-ready Form 5500s
• Notify clients of legislative and regulatory changes and assist them in understanding applicability
• Maintain electronic client files, documentation, and records of meetings, issues, and decisions
• Plan, prioritize, and complete assigned account workloads while meeting internal and external deadlines
• Conduct business according to established policies and procedures
• Attend onsite and offsite client meetings as necessary
• Perform other duties as assigned

• High School Diploma or GED
• 3+ years in group benefits, including at least 1+ year in a Client Manager or similar-level role
• Licensed in Arizona Health, Life and Disability, or ability to be licensed within 60 days of employment
• Ability to develop and work with mathematical formulas
• Effective written and verbal communication with internal and external parties
• Ability to conduct education and enrollment meetings and comfort with public speaking
• Excellent time management, organizational, and multitasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers, and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office products:
  Outlook, Word, Excel, and Power Point
• Preferred:
  Some college or technical training in a related discipline
• Preferred:
  Continuing education such as RHU, REBC, CEBS, or CBP
• Preferred:
  Experience using Applied EPIC

Demonstrates expertise in client management and benefits administration, with a strong focus on effective communication, problem-solving, and relationship-building. Proficient in managing service issues, conducting educational meetings, and ensuring compliance with regulatory requirements.

• Client Management
• Benefits Administration
• Public Speaking
• Microsoft Office Proficiency
• Arizona Health, Life And Disability License

• Group Benefits Management
• Mathematical Formulas
• RFP Bid Specifications
• Proposal Preparation
• IRS Form 5500 Filings
• Documentation Management
• Client Communication Materials
• Enrollment Meetings
• Problem Research And Resolution
• Account Workload Management

• Effective Communication
• Time Management
• Organizational Skills
• Multitasking
• Relationship Building

• Arizona Health License
• Arizona Life License
• Arizona Disability License
• RHU
• REBC
• CEBS
• CBP

• Client Service
• Renewal Activities
• Insurance Representatives
• Carrier Changes
• Legislative Changes
• Cross-Functional Teams
• Client Proposals
• Employee Communication
• Group Education
• Client Meetings

• Applied EPIC
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Microsoft Power Point