Employee Benefits - Client Manager (Small Group)

C3 Risk & Insurance•San Diego, CA

1d•Remote

About The Position

The Client Manager (Small Group) is a key role at C3, responsible for providing clients with an exceptional experience that distinguishes C3 in the industry. This role involves managing a portfolio of small group clients, acting as their primary point of contact, and ensuring their satisfaction with C3's services. The Client Manager collaborates closely with producers and client service executives to understand client needs, develop marketing strategies, and identify opportunities for additional coverage. They also play a role in training and mentoring team members, overseeing marketing efforts, negotiating rates, and ensuring accurate policy placement. Additionally, the Client Manager is responsible for preparing and renewing benefit administration solutions and employee benefit kits, assisting clients with administrative issues, maintaining client files, and auditing invoices.

Requirements

Minimum of 2-3+ years of expertise and experience in client management within employee benefits.
Skilled at ensuring the seamless execution of new and renewal marketing, placement, and policy delivery.
Proactive in anticipating potential obstacles and preventing them.
Exceptional at managing expectations and ensuring deadlines are met with internal team members, carrier/vendor partners, and clients.
Outstanding ability to service accounts with a focus on quality.
Attention to detail, excellent organizational skills, and math proficiency.
Excellent and strong communication skills, essential for presenting renewals and delivering open enrollment presentations.
Ability to provide non-technical explanations of technical matters.
Ability to summarize and present information in a clear, concise, and accurate written and verbal format.
Quick learner and comfortable with technology.
Active Life & Health license.
Proactive and analytical individual.
Understand the importance of a positive attitude and being a team player.
Always ready to step up and take on new duties when necessary.

Nice To Haves

College degree
Insurance designation
Bilingual in English and Spanish

Responsibilities

Act as the primary point of contact for small group clients, building strong relationships and ensuring satisfaction.
Collaborate with Producer and Client Service Executives (CE) to understand client needs, prepare marketing strategies, and identify opportunities for additional coverage.
Support producers in securing new business opportunities by reviewing current coverage lines and evaluating adjustments.
Train and mentor team members.
Conduct or oversee marketing efforts, negotiating rates, and reviewing quotes and coverages with General Agency partners.
Summarize marketing results and prepare proposals for clients in partnership with Producer/CE.
Ensure carriers/vendors are notified of client decisions and oversee correct program placement.
Review policies, contracts, EOCs, and summaries for accuracy and ensure clients receive them.
Keep clients up-to-date on important compliance and legislation.
Prepare and renew the Benefit Administration Solution and Employee Benefit Kits.
Assist clients with administrative or employee issues.
Maintain client files in Agency Management System, Applied Epic.
Audit invoices at the beginning of the year to ensure accuracy.