RCM&D - Small Group Client Manager, Employee Benefits

Unison Risk Advisors•Baltimore, MD

17d

About The Position

The Small Group Client Manager serves as a dedicated partner to clients with groups of 49 lives and under, guiding them through the annual renewal process and providing solutions that meet their unique goals. This role focuses on maintaining strong client relationships, delivering exceptional service, and offering expert guidance on employee benefits to help clients remain competitive in their industries. The Client Manager thrives in a collaborative team environment, demonstrates continuous professional growth, and aligns with the organization’s values and goals.

Requirements

1-3 years of experience in employee benefits (preferred but not required), with basic knowledge of small group medical products, ancillary lines, and current legislation.
Bachelor’s degree or equivalent experience (preferred).
Strong organizational skills with the ability to manage multiple priorities and tasks effectively.
Excellent verbal and written communication skills, including presentation abilities, with the capacity to engage diverse audiences such as employees, executives, and key contacts.
Proactive approach to building and maintaining client relationships.
Proficiency with business technology, including email, word processing, spreadsheets, and presentation software.
Valid Driver’s License.

Responsibilities

Partner with clients throughout the renewal process, ensuring seamless communication and guidance.
Maintain regular communication with clients to address issues, answer questions, and resolve challenges promptly.
Present renewal options and strategies to clients, ensuring alignment with their business goals.
Conduct open enrollment meetings, clearly explaining and relaying benefit information to clients and their employees.
Stay informed on employee benefits trends, including plan designs, cross-sell opportunities, legislation, compliance, and emerging market trends.
Proactively identify opportunities to retain clients and achieve high client satisfaction.
Quickly assess and address client needs, providing viable solutions that exceed expectations.
Communicate effectively with internal team members regarding client issues, renewals, and proactive planning.
Foster a positive team environment by offering encouragement, mediating concerns, and promoting collaboration.
Contribute ideas for improving processes and enhancing client service.
Utilize tools and systems such as Epic, Dynamis, HRIS platforms, and Microsoft Office Suite to manage workflows and enhance efficiency.
Maintain accurate and up-to-date client records and documentation.
Provide backup support for the executive assistant by handling administrative tasks such as printing, copying, faxing, and managing supply orders as needed.
Provide backup support for other office operations when needed.
Contribute to a collaborative team environment by sharing ideas and solutions to improve processes and workflows.
Pass the Maryland State Life & Health exam within the first 90 days of employment.
Fulfill Maryland State Continuing Education (CE) requirements annually.
Participate in internal training sessions and other professional development opportunities as needed.