Client Manager, Employee Benefits

The MJ Companies•Carmel, IN

About The Position

This role will guide clients through their benefits program needs, offering both short- and long-term solutions. Key responsibilities include project planning, project management, implementation, and the daily management of employee benefits vendors. This role provides day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility.

Requirements

Bachelor’s degree preferred
Life & Health License (required upon hire)
Preferred minimum of 5 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: project management, prioritization, 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
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 (BenefitPoint experience a plus)
Strong project management and client service skills

Nice To Haves

BenefitPoint experience a plus

Responsibilities

Manage new client onboarding and benefit administration configurations.
Work with Client Executive to execute implementation processes, including meetings, documentation, and coordination with carriers and vendors.
Set up new groups, renewals, and terminations, ensuring seamless client transitions and accurate record maintenance.
Participate in client meetings as needed.
Serve as day-to-day point of contact for clients and vendors, handling queries, meetings, and communications, including escalated claims and eligibility issues.
Maintain client advocacy lists and manage billing and enrollment audits to ensure service quality.
Save and organize crucial correspondence and meeting notes to ensure consistency and accessibility of information.
Assist in preparing and reviewing documents like NQTL Analysis Forms and COBRA updates to ensure regulatory compliance.
Coordinate annual compliance tasks for clients in collaboration with internal Compliance Team.
Lead and project manage the renewal and marketing process, including preparing and distributing RFP packets, analyze and view proposals; provide recommendations to the Sales/Consulting team.
Engage in pre-marketing strategies, gather analytics for marketing and ensure client needs are met effectively.
Review and maintain executed client contracts, plan documents, SBCs, SPDs, Business Associate Agreements and amendments for accuracy; provide final approval to carrier/TPA, and coordinate delivery to client.
Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data.
Facilitate open enrollment sessions, using tools like Knovio for presentations and handling communication tasks to ensure smooth operations.
Review and assist in updating benefit guides to ensure they are comprehensive and reflective of current offerings.
Manage carrier communications, including termination letters and documentation related to sold proposals and renewals.
Update essential operational documents like the EB Playbook and Benefits Inventory to keep internal teams informed and aligned with client needs.
Ensure internal systems are up-to-date and accurate; maintain client benefit plan information in Agency Management System and Document Management System.
Attend team and department meetings as needed.