Client Manager, Employee Benefits

Responsibilities

• Provide day-to-day customer service to clients, including resolving issues related to billing, claims, and eligibility
• Lead the renewal and marketing process, including preparing and distributing RFP packets
• Analyze proposals and provide recommendations to the Sales/Consulting team
• Coordinate plan design changes, contract changes, and carrier changes
• Review and maintain executed client contracts, plan documents, SPDs, and Business Associate Agreements
• Develop and maintain productive relationships with TPAs, carriers, and vendors
• Work with Health Risk Management team in the analysis of claims data
• Ensure information in Benefit Point is up-to-date and accurate

Requirements

• 5+ years of experience in client-facing customer service or marketing within the insurance brokerage business
• In-depth knowledge of self-funded benefit plans, medical stop loss, and ancillary coverages
• Life & Health License
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Familiarity with Agency Management Systems and Document Management Systems
• Strong problem-solving, organizational, and time management skills
• Excellent verbal and written communication skills