Client Manager

EPIC Brokers•Addison, TX

2d•Hybrid

About The Position

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client’s employee benefits strategy and service the account. The CM is responsible for marketing as well as day-to-day client management and support. The CM’s responsibilities include plan marketing, analysis of renewal designs and alternatives, preparing communication materials, conducting open enrollment meetings, collecting and preparing compliance materials, and servicing the day-to-day needs of the client.

Requirements

Full knowledge of Employee Benefits lines of coverage and services.
Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher and Excel
Strong attention to detail and time management abilities.
Strong ability to multi-task and assign priorities.
Ability to work effectively and efficiently both with and without direct supervision.
Ability to work effectively and efficiently in a team environment as well as independently.
Strong interpersonal communication skills, both written and oral.
High school diploma; college degree preferred.
Two or more years' experience with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software.
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.
Texas Life and Health License within 90 days of hire.
Valid Driver License.

Responsibilities

Serve as day-to-day client contact and manage escalated issues
Facilitate/lead ongoing monthly/biweekly client calls
Analyze client health & welfare plans utilizing competitive benchmarking, valuation modeling and market research with input from Client Executive and/or Producer
Review, analyze & present to client RFP results
Review and analyze historical open enrollment results & claims data for client
Maintain/manage client activity per client calendar & monitor client’s quarterly reporting
Oversee creation and tracking of RFPs
Schedule client meetings
Attend all meetings and events for clients
Maintain relationship day-to-day contact with carriers
Schedule and prepare for pre-renewal strategy meetings with internal teams
Review carrier’s annual reports and schedule annual review meetings with carriers
Create client presentations
Manage implementation plans
Manage implementation biweekly calls
Review implementation documents
Manage open enrollment meetings as requested by client
Create communication strategy for clients
Coordinate creation of materials with service team and/or C&E team
Provide quality review on all client communications
Provide technical review for client benefit administration portals
Create ad hoc reports for clients as needed
QA TX EB Team projects/work
Present strategic initiatives to Client Executive and Producer for consideration
Perform special projects as assigned