Employee Benefits Client Manager

Responsibilities 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 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 This Is 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 #J-18808-Ljbffr NPAworldwide