Client Manager, Employee Benefits

Job Overview:

The Client Manager will support the Client Executive and Managing Principal by proactively managing each client across all lines of coverage for, in most cases, large group employers (500+). Must have experience implementing, servicing and managing self-funded medical plans. This role partners with carriers, internal departments, and clients to ensure a seamless experience while helping clients navigate benefits administration, compliance, enrollment, billing, and employee benefits programs.

Responsibilities:

• Data Management & Analytics:

  • Collect and maintain relevant client data in the designated operating systems
  • Manage the exchange of data and information with clients and vendors as necessary
  • Manage data analytics requests from clients
  • Maintain a firm understanding of each client's financial standing relative to claims, fixed costs, projections, and modeling scenarios.
  • Conduct ROI analysis for vendor solutions

• Vendor Management:

  • Coordinate with vendors to ensure on-time benefits implementations and renewals
  • Ensure timely review and execution of vendor contracts
  • Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise
  • Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy
  • Troubleshoot issues related to administration, billing, claims, etc.
  • Manage RFP process and create presentation for review with client

• Client Relationship Management:

  • Manage standing client meetings with Client Executive or Managing Principal by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects
  • Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad-hoc employer communications as needed and requested
  • Manage the procurement of required governing documents, such as wrap documents, Section 125, etc.
  • Facilitate and meet day-to-day client needs
  • Lead or attend employee educational benefits meetings

What you’ll bring:

• Bachelor's Degree Required
• Active Life & Health License
• Effective written and verbal communication skills
• Self-motivated/proactive
• Detail and task oriented
• Analytical thinker/problem solver
• Highly organized
• Strong time management and ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively within a team setting.
• Experience using agency management systems, HR portals, and related technology platforms.
• Minimum of 2 years of employee benefits account management experience with a brokerage, consulting firm, insurance carrier, TPA, or related organization.
• Demonstrated ability to manage competing deadlines while maintaining a high level of service.
• Strong professionalism, discretion, diplomacy, and ability to handle confidential information