Employee Benefits - Client Manager (Large Group)

C3 Risk & Insurance Services•San Diego, CA

4d•$85,000 - $125,000•Remote

About The Position

WHO WE ARE C3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind. At C3, our Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. WHO YOU NEED TO BE You are the best of the best! You are highly valued by your service team and clients alike, with a proven track record of keeping them delighted. With over 3 years of expertise and experience, you are skilled at ensuring the seamless execution of new and renewal marketing, placement, and policy delivery to both producers and clients. Demonstrate proactivity by anticipating potential obstacles and taking steps to prevent them before they occur. Exceptional at managing expectations and ensuring that deadlines are met with internal team members, carrier/vendor partners, and clients. Your ability to service accounts is outstanding, and you know that quality is key. Your attention to detail, excellent organizational skills, and math proficiency are just some of your best traits. Excellent and strong communication skills, essential for presenting renewals to clients and delivering open enrollment presentations to employees, with the ability to provide non-technical explanations of technical matters and summarize and present information in a clear, concise, and accurate written and verbal format. Able to provide technical expertise, industry knowledge, and excellent client service skills to meet the needs of clients and address any difficulties they may encounter. You're also a quick learner, and technology is your friend – you usually know all the shortcuts and what you don’t know, you learn quickly. You have an active Life & Health license. If you have a college degree, that sends you to the top of the list, but it is not required. If you have an insurance designation, that is even better! THE JOB A Client Manager (Large Group) contributes to C3’s success by performing the following:

Requirements

3 years of expertise and experience
Skilled at ensuring the seamless execution of new and renewal marketing, placement, and policy delivery to both producers and clients.
Demonstrate proactivity by anticipating potential obstacles and taking steps to prevent them before they occur.
Exceptional at managing expectations and ensuring that deadlines are met with internal team members, carrier/vendor partners, and clients.
Attention to detail
Excellent organizational skills
Math proficiency
Excellent and strong communication skills, essential for presenting renewals to clients and delivering open enrollment presentations to employees, with the ability to provide non-technical explanations of technical matters and summarize and present information in a clear, concise, and accurate written and verbal format.
Able to provide technical expertise, industry knowledge, and excellent client service skills to meet the needs of clients and address any difficulties they may encounter.
Quick learner
Active Life & Health license

Nice To Haves

College degree
Insurance designation

Responsibilities

Act as the initial point of contact for clients, carriers, and others on the Client Service Team.
Guiding and mentoring Benefit Analysts throughout the process of gathering client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
With the support of the CE or CSE, keeping clients in compliance by ensuring clients have WRAP docs, file 5500s, complete required annual reporting or testing, place COBRA, etc.
Analyzing utilization reports, carrier reports, and claims data and trends.
Explaining client needs and concerns, focusing on how various plan designs and recommendations address those issues.
Understanding the insurance market (networks, compliance, trends) and aligning benchmarking to build/adjust client benefit program.
Preparing (if no BA is assigned) and reviewing RFPs for marketing all lines of coverage.
Working closely with carrier representatives to ensure smooth implementation of new plans.
Ensuring that required plan information and materials are sent to the client in a timely manner for distribution.
Reviewing renewals, proposals, and open enrollment materials to ensure they are accurate and complete in content, compliant with company and regulatory guidelines, and reflect a professional appearance.
Participating in Strategic Planning and Renewal & Marketing meetings under the guidance of the Client Executive Service to learn client needs, challenges, and concerns.
Learning best practices to present renewal outcomes to the client and provide recommendations based on findings with the goal of taking on these responsibilities.
Conducting employee open enrollment meetings to communicate benefit options.
Ensuring that client files and documentation are maintained according to policy and procedures and consistent with professional standards.
Developing analytical, customer service, and communication skills needed to effectively support the client.
Presenting to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, as well as the factors that influence those costs and premium rates.
Responding to and resolving routine issues the client may encounter regarding benefits services and coverage questions in a timely manner.
May also take on the role of a Client Service Executive for certain accounts, overseeing the preparation of new business and renewal strategy presentations.