About The Position

Reporting to the Employee Benefits Service Team Leader, the Client Service Manager consistently provides the highest level of day-to-day service to internal and external clients. The Client Service Manager is responsible for supporting and collaborating with Client Service Executives regarding client employee communication initiatives, client presentations and deliverables, carrier implementations, compliance and new client onboarding.

Requirements

  • Excellent communication skills; including listening, speaking and writing.
  • Demonstrate problem-solving skills, including research capabilities.
  • Ability to learn quickly; demonstrates ability to quickly and proficiently understand and absorb new information.
  • Ability to organize, plan, and prioritize with effective results.
  • Proficient in Word, Excel, PowerPoint, and Outlook.
  • Positive team-player.
  • Open to constructive criticism and ideas.
  • Efficiency; able to produce significant output with minimal wasted effort.
  • Knowledge in the self-funded space including reference-based pricing.
  • Be willing and able to speak with clients/members about the plan and walk them through any billing/provider issues related to reference-based pricing.

Responsibilities

  • Support the execution of the client written service timeline and blueprint created by Client Executive (CE).
  • Collaborate and facilitate with Engagement and Health Strategies team on communication materials geared toward educating employees about their benefit and/or wellness program.
  • Collaborate with Compliance Team and facilitate education of new compliance mandates to clients.
  • Document and report on employer/employee issues in Benefit Point; eligibility, billing, claims, EOBs, trends, etc.
  • Work with Marketing Team/Client Executive to coordinate renewals/RFPs and marketing additional lines of coverage.
  • Attend and strategize Client Engagement Strategy meetings.
  • Manage carrier issues on implementation, plan setup, file needs, etc.
  • Support CE with client data accuracy and auditing of Benefit Point.
  • Support CE with data gathering and new client onboarding.
  • Initial review of proposals, communications, and client plan documents to include SBC, SPD, certificates, Schedule A/Form 5500, contracts, carrier renewal/implementation paperwork.
  • Initial/draft completion of carrier renewal/implementation paperwork.
  • Create client and member education/renewal materials and presentations.
  • Conduct renewal meetings with clients.
  • Work with Marketing Team to understand analytics and help CE formulate/strategize plan performance.

Benefits

  • A multi-year recipient of Best Places to Work in Insurance.
  • Family-owned business with over 85 years of experience.
  • Commitment to strengthen and protect the businesses, employees and communities of our client family.
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