Client Manager

WTW•San Francisco, CA

13d•Hybrid

About The Position

The Total Rewards Client Manager is responsible for assisting employee benefits clients on a day-to-day basis by servicing them with the optimal combination of employee benefit programs, communication, and service administration to help them achieve their business goals. Your exceptional communication skills help you connect with clients by email and phone - quickly establishing trust and rapport. The team you’d join is fast-paced, technology-driven, and service-oriented. We partner with mid-sized to large clients concentrated in the tech and biotech industry. We are highly motivated, inclusive of everyone, and always open to new ideas. If you’re an ambitious and agile self-motivated multi-tasker who’s ready to show up with your best self, you’d fit in with us! A successful candidate will have strong interpersonal skills and be able to partner with the industry’s leading Consultants. You must be technology driven and open to learning new systems. You’ll be working with fun, energetic clients, and an expeditious team. Your responsibilities may alter from day-to-day, bringing tremendous growth opportunity. Each client presents different opportunities to provide unique services. We are looking for a partner who thinks outside the box, is skilled at problem-solving, and doesn’t mind juggling competing priorities. WTW and this team believe in accountability and are in this together – we work together to see the big picture and get the job done and are not afraid to have fun while doing so!

Requirements

Minimum of 3-5 years of insurance industry experience.
Employee Benefits experience required.
Exceptional communication skills: written, public speaking and presentation preparation.
Excellent customer service skills, professionalism, and tact.
Ability to be resourceful, take initiative, solve problems, and offer solutions.
Deep understanding of insurance industry.
Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.
Capability to project plan, delegate and provide oversight.
Adaptability and flexibility to address issues and respond to client needs.
Capacity to analyze data, adopt use of technology systems, and software applications.
Strength in multi-tasking and understanding urgency by working through changing priorities and deadlines.
Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
Independently manage accounts and support complex accounts with guidance from client lead.
New York, Massachusetts, Tennessee, or California Department of Insurance Life License (required or completed within 1 month of start date).
You must be licensed in your home state.

Responsibilities

Build strategic relationships with clients and carrier partners.
Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts.
Manage client project plans and lead client calls.
Assist with client meeting deliverables and actively participate in the meetings.
Manage the annual client calendar including renewal and marketing processes for clients.
Attend and conduct all client meetings, including renewal and open enrollment.
Manage escalated and complex client issues with minimal guidance.
Manage product and carrier implementations.
Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems.
Develop and deliver communication strategies for clients.
Responsible for staying abreast of latest compliance and benefit trends.
Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
Review and oversee outsourced tasks before distribution to the client.
May train the next level down (i.e. Client Manager may train Sr. Client Representative and/or Client Representative).
Other tasks, duties or special projects as assigned.

Benefits

Medical (including prescription coverage)
Dental
Vision
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident
Group Critical Illness
Life Insurance
AD&D
Group Legal
Identify Theft Protection
Wellbeing Program
Work/Life Resources (including Employee Assistance Program)
Paid Holidays
Annual Paid Time Off (includes state/local paid leave where required)
Short-Term Disability
Long-Term Disability
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
Paid Time Off (only included for Washington roles)
Qualified contributory pension plan (if eligible)
401(k) plan with annual nonelective company contribution.
Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.