Employee Benefits Client Manager

Job description:

• Independently manage a book of employee benefits clients
• Develop marketing strategies with Risk Advisors and Senior Client Managers
• Handle new business and renewal lifecycle end-to-end
• Market accounts to carriers and negotiate coverage, pricing, and terms
• Prepare proposals, presentations, spreadsheets, and submissions
• Manage BOR (Broker of Record) letters and client setup in EPIC
• Conduct client onboarding and relationship-building
• Lead open enrollment meetings
• Process enrollments, terminations, and eligibility updates
• Audit enrollments 45 days post-effective date
• Terminate prior coverage within 15 days of new policy start
• Maintain strong relationships with clients and insurance carriers
• Proactively engage clients at least 4 times per year
• Handle claims inquiries, billing discrepancies, delinquent premiums, and COBRA administration questions
• Ensure accurate data management in AMS (EPIC)
• Respond to all inquiries within 24 hours
• Escalate urgent issues to Risk Advisors

Qualifications:

• Bachelors Degree
• California Life & Health License
• 5+ years in Employee Benefits / Group Benefits
• Experience managing client accounts independently
• Strong experience with renewals & new business marketing, carrier negotiations, open enrollment execution
• Experience with Agency Management Systems (EPIC preferred)
• Employee Benefits (Health & Welfare) expertise
• Independent client account management ownership
• Renewals and new business lifecycle management
• Carrier marketing and negotiation skills
• Open enrollment experience
• California Life & Health License
• AMS experience (preferably EPIC)
• Strong in Excel, PowerPoint, Outlook
• Nice-to-Have: COBRA administration exposure, experience handling claims & billing issues, advanced proposal development skills, experience working with Risk Advisors, strong presentation & client-facing communication

Why is This a Great Opportunity:

• Independently manage a book of employee benefits clients
• Develop marketing strategies with Risk Advisors and Senior Client Managers
• Handle new business and renewal lifecycle end-to-end
• Market accounts to carriers and negotiate coverage, pricing, and terms
• Prepare proposals, presentations, spreadsheets, and submissions
• Manage BOR (Broker of Record) letters and client setup in EPIC
• Conduct client onboarding and relationship-building
• Lead open enrollment meetings
• Process enrollments, terminations, and eligibility updates
• Audit enrollments 45 days post-effective date
• Terminate prior coverage within 15 days of new policy start
• Maintain strong relationships with clients and insurance carriers
• Proactively engage clients at least 4 times per year
• Handle claims inquiries, billing discrepancies, delinquent premiums, and COBRA administration questions
• Ensure accurate data management in AMS (EPIC)
• Respond to all inquiries within 24 hours
• Escalate urgent issues to Risk Advisors

Salary Type : Annual Salary

Salary Min : $ 100000

Salary Max : $ 115000

Currency Type : USD