Client Manager

WTW•San Francisco, CA

2d•$90,000 - $115,000

About The Position

The Client Manager will build strategic relationships with clients and carrier partners, serving as the primary contact for clients and supporting Business Consultants on client accounts. This role involves managing client project plans, leading client calls, and assisting with meeting deliverables. The Client Manager will also oversee the annual client calendar, including renewal and marketing processes, and attend/conduct client meetings. Responsibilities include managing product and carrier implementations, coordinating client technology solutions, and developing communication strategies. The role requires staying updated on compliance and benefit trends, conducting final reviews of compliance deliverables, and overseeing outsourced tasks. Additionally, the Client Manager may train junior staff and handle other assigned tasks.

Requirements

Basic knowledge of systems.

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.