Client Manager, Employee Benefits

Responsibilities

• Manage new client onboarding and benefit administration configurations
• Execute implementation processes including meetings, documentation, and coordination with carriers and vendors
• Set up new groups, renewals, and terminations to ensure seamless transitions
• Serve as the day-to-day point of contact for clients and vendors regarding claims and eligibility
• Lead and project manage the renewal and marketing process, including RFP preparation and proposal analysis
• Facilitate open enrollment sessions and update benefit guides
• Maintain client benefit plan information in Agency Management and Document Management Systems
• Review and maintain executed client contracts, plan documents, and compliance forms

Requirements

• Life & Health License (required upon hire)
• Minimum 5 years of experience in client-facing customer service or marketing within the insurance brokerage business
• Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Strong project management, prioritization, and problem-solving skills
• Excellent verbal and written communication skills

Preferred Qualifications

• Bachelor's degree
• Experience with self-funded benefit plans, medical stop loss, and ancillary coverages
• Experience with BenefitPoint or similar Agency Management Systems

About the Company

This role guides clients through their benefits program needs, offering both short- and long-term solutions through project management, implementation, and vendor management.