About The Position

As a Client Manager on our Employee Health & Benefits team, you will focus on delivering exceptional client service and managing client accounts effectively. You will resolve complex issues related to claims, billing, and eligibility while keeping benefits consultants informed. Your insights in market strategy and requests for benchmarking data will help shape our approach. You will lead the marketing process by gathering RFP documents and exploring negotiation opportunities. Additionally, you will drive carrier negotiations and oversee technological implementations to ensure seamless client experience. Your skills in preparing presentations, developing meeting agendas, and coordinating plan documents will be essential as you guide clients through the enrollment process. Collaboration with compliance resources will ensure adherence to regulations. Your confidence in driving client strategy and engaging with decision-makers will be key. Ultimately, your commitment to outstanding client service and strategic initiatives will significantly enhance our client experience.

Requirements

  • Bachelor's degree or equivalent work experience required
  • A minimum of three years of Benefits/HR experience required
  • Working knowledge of risk management techniques, including Employee Health and Benefits markets and marketing techniques
  • Deep understanding of various funding mechanisms and ability to share knowledge with a variety of stakeholders
  • Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future

Nice To Haves

  • 3-6 years of experience in insurance broker space desired, 5-7 years of experience in insurance broker space strongly desired
  • Life & Health License or ability to obtain within 90 days

Responsibilities

  • Delivering exceptional client service
  • Managing client accounts effectively
  • Resolving complex issues related to claims, billing, and eligibility
  • Keeping benefits consultants informed
  • Providing insights in market strategy
  • Requesting benchmarking data
  • Leading the marketing process by gathering RFP documents
  • Exploring negotiation opportunities
  • Driving carrier negotiations
  • Overseeing technological implementations
  • Preparing presentations
  • Developing meeting agendas
  • Coordinating plan documents
  • Guiding clients through the enrollment process
  • Collaboration with compliance resources to ensure adherence to regulations
  • Driving client strategy
  • Engaging with decision-makers

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work – minimum of 3 days in office each week
  • Charitable contribution match programs
  • Stock purchase opportunities
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