Employee Benefits - Client Manager

C3 Risk & Insurance•San Diego, CA

3d•Remote

About The Position

C3 is seeking a Client Manager who is highly valued by their service team and clients alike, with a proven track record of keeping them delighted. This role is key in providing clients with an exceptional experience that sets C3 apart in the industry. The Client Manager will act as the initial point of contact for clients, carriers, and others on the Client Service Team, guiding and mentoring Benefit Analysts, and ensuring clients remain compliant with regulations. The role involves analyzing utilization reports, carrier reports, and claims data, understanding the insurance market, and preparing RFPs. The Client Manager will work closely with carrier representatives, review renewals and proposals, and participate in strategic planning meetings. They will also conduct employee open enrollment meetings and maintain client files according to policy. The position offers opportunities to develop analytical, customer service, and communication skills, and may involve presenting financial measures related to plan benefit costs. The Client Manager will respond to and resolve routine client issues regarding benefits services and coverage. For certain accounts, the role may also involve acting as a Client Service Executive, overseeing new business and renewal strategy presentations.

Requirements

3+ years of experience as a Benefits Analyst
Skilled in ensuring the seamless execution of new and renewal marketing, placement, and policy delivery for 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.
Outstanding ability to service accounts with a focus on quality.
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
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
Technology proficient
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.