Employee Benefits - Senior Client Manager (Large Group)

C3 Risk & Insurance Services•San Diego, CA

2d•$115,000 - $135,000•Remote

About The Position

The Senior Client Manager (Large Group) is a key role at C3, responsible for managing client relationships, ensuring satisfaction, and overseeing the seamless execution of marketing, placement, and policy delivery for new and renewal accounts. This role requires a proactive individual with exceptional client service, organizational, and communication skills, who can anticipate obstacles, manage expectations, and provide technical expertise. The ideal candidate is a quick learner, proficient with technology, and possesses an active Life & Health license. While a college degree is not required, it is preferred, and an insurance designation is a plus. The role also involves training other team members and supporting new business acquisition.

Requirements

Over 5 years of expertise and experience.
Skilled at ensuring the seamless execution of new and renewal marketing, placement, and policy delivery.
Proactive in anticipating potential obstacles and preventing them.
Exceptional at managing expectations and ensuring deadlines are met.
Outstanding ability to service accounts with a focus on quality and attention to detail.
Excellent organizational skills.
Math proficiency.
Excellent communication skills, including presenting renewals and delivering open enrollment presentations.
Ability to provide non-technical explanations of technical matters.
Ability to summarize and present information clearly, concisely, and accurately.
Able to provide technical expertise, industry knowledge, and excellent client service skills.
Quick learner and comfortable with technology.
Active Life & Health license.
Willingness to step up and take on new duties when necessary.

Nice To Haves

College degree
Insurance designation

Responsibilities

Act as the primary point of contact for clients, building strong relationships and ensuring satisfaction.
Respond to and resolve routine client issues regarding benefit services and coverage questions.
Collaborate with Client Service Executives on complex accounts for strategic planning, marketing, and identifying opportunities.
Work with General Agent partners on smaller clients using available resources.
Conduct or oversee marketing efforts, negotiate rates, and review quotes and coverages.
Prepare and review renewals, proposals, and open enrollment materials for accuracy and compliance.
Work closely with carrier representatives to ensure smooth implementation of new plans.
Review policies, contracts, EOCs, and summaries for accuracy and timely distribution.
Keep clients in compliance by preparing required documents, filing 5500s, and completing reporting/testing.
Conduct employee open enrollment meetings to communicate benefit options.
Maintain client files in C3's Applied Epic agency management system.
Audit invoices post-renewal to ensure accuracy.
Support producers in securing new business.
Train other team members and share expertise.