Employee Benefits Client Manager

The Jonus Group • West Lake Hills, TX

15h • Hybrid

About The Position

Seeking a highly motivated and experienced Client Manager to join a dynamic team. This role is pivotal in managing a portfolio of clients, ensuring exceptional service delivery, and driving client satisfaction. The ideal candidate will have a strong background in employee benefits and excellent organizational skills. This position offers a clear career progression path, with opportunities for mentorship and professional growth.

Requirements

• Life & Health (L&H) license required
• Proficiency in Applied Epic and Excel (candidates will be asked to rate their Excel skills and provide examples of usage)
• Strong organizational skills
• Ability to process information effectively
• Excellent communication and presentation skills
• Client-focused mindset
• Willingness to remain in the Client Manager role for 2–3 years before advancing to a Senior Client Manager position

Nice To Haves

• 5–10 years of experience preferred
• Candidates with 3–4 years of relevant experience will be considered if they meet all requirements

Responsibilities

• Manage a portfolio of 20 clients, representing approximately $1.4 million in annual revenue
• Handle A-to-Z account management, including presenting to clients, open enrollment, and marketing
• Collaborate with an assistant and Senior Client Manager to ensure seamless service delivery
• Work on both new and renewal business, including quoting and marketing to carriers
• Develop and maintain strong client relationships, ensuring high levels of satisfaction
• Participate in team collaboration, client meetings, and internal training sessions
• Prepare for eventual progression to a Senior Client Manager role, managing a book of business independently

Benefits

• Comprehensive benefits package
• Laptop provided
• Individualized training plan, including virtual application training and in-office training for daily responsibilities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed