Senior Client Manager (Employee Benefits)

IMA Financial Group•Pasadena, TX

About The Position

This role involves managing high-profile employee benefits accounts, ensuring a seamless client experience, and providing expert support for diverse benefit programs. The Senior Client Manager will maintain full account responsibility, foster trusted relationships with clients and partners, and act as a key point of contact for all day-to-day client needs and inquiries. The position requires proactive identification of opportunities to improve client benefit offerings and serving as a trusted advisor on market trends, plan design, compliance, and cost-containment strategies. The role also involves leveraging internal resources, advanced technologies, and knowledge of claims processes to address complex issues effectively. Additionally, the Senior Client Manager will oversee the renewal process, develop marketing strategies, collaborate with internal teams and shared services, and mentor junior team members. Problem-solving and issue resolution related to employee benefits administration, claims escalations, and compliance are also key aspects of this position. The role supports producers in prospect meetings by sharing expertise and insights.

Requirements

A 4-year college degree (preferred) or equivalent experience.
5-7 years in a related field, with a track record of success in employee benefits.
Proficiency in MS Office Suite (Excel, Word, PowerPoint) and benefits management software.
Familiarity with HRIS systems like EASE, Employee Navigator, ADP, and UKG.
Active Life/Health License.
Excellent communication, presentation, and interpersonal skills.
Strong problem-solving abilities and attention to detail.

Nice To Haves

Advanced certifications (e.g., CEBS, GBA, or other employee benefits-related designations).
Experience with self-funded plans, wellness programs, or compliance (ERISA, ACA).
Client-focused with a strong commitment to delivering high-quality service.
A strong desire to deliver outstanding internal and external customer service.
A strategic thinker who can align client needs with practical benefits solutions.
Team player with the ability to work cross-functionally.
Adaptable and proactive in handling a variety of client situations.

Responsibilities

Own the client service cycle from start to finish with minimal guidance.
Manage complex accounts with diverse funding types, including self-funded and sophisticated benefit programs.
Maintain full account responsibility and foster trusted relationships with clients and partners.
Cultivate and maintain strong, long-term relationships with clients by understanding their needs and objectives.
Provide expert advice and support on employee benefits plans (e.g., health insurance, wellness programs).
Act as the key point of contact for all day-to-day client needs and inquiries.
Proactively identify opportunities to improve and enhance client benefit offerings.
Serve as a trusted advisor to clients on market trends, plan design, compliance, and cost-containment strategies.
Identify client needs and craft customized strategies to meet their goals, particularly for complex accounts.
Leverage internal resources and advanced technologies to maximize efficiency and client deliverables.
Leverage knowledge of claims processes and resolution strategies to address complex issues effectively.
Oversee the renewal process and develop innovative marketing strategies.
Use expertise in strategy, negotiation, and analysis to deliver top-tier results.
Work closely with shared services and internal teams to prioritize workflows, ensure accountability, and deliver exceptional outcomes.
Mentor Employee Benefits Coordinators and Associate Client Managers.
Cultivate strong partnerships with coworkers, clients, and external stakeholders to drive mutual success.
Foster a collaborative environment and share best practices across the team.
Address client concerns and resolve any issues related to the administration of employee benefits plans.
Coordinate with service providers and vendors to resolve problems promptly and efficiently.
Handle claims escalations and help clients navigate complex issues or disputes.
Keep clients informed about compliance-related issues and ensure their programs meet the latest standards.
Attend industry events, seminars, and training sessions to stay ahead of trends and sharpen skills.
Support Producers in prospect meetings by sharing expertise and insights.