Employee Benefits Client Relationship Manager

Client Relationship Manager

The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.

Essential Functions/Responsibilities:

• Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
• Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures.
• Keep Advisors, and supervisor fully informed of all important activities on client accounts.
• Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
• Schedule all Open Enrollment Meetings and Webinars.
• Update Online Enrollment system for Open Enrollment.
• Train employers on how to use online portal.
• Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
• Present or assist with all Open Enrollment Meetings.
• Update the WRAP document, SPD's, Annual Notices & Exchanges Notices.
• Request Schedule A's and confirm 5500 filings.
• Prepare Power Point for recording, if applicable.
• Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
• Prepare and ensure accuracy of group enrollment.
• Make service/relationship calls as needed.
• Assist with ongoing enrollment and changes as necessary.
• Review weekly change reports and follow-up on any issues PATRA was unable to complete.
• Large project implementation such as online enrollment, wellness programs, etc.
• Manage online enrollment, training and ongoing platform service for clients.
• Preparation of reports for clients or internal use as needed.
• Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
• Communicate to our clients "Our Value Added Service".
• Other related duties as assigned.
• Works Closely with the Benefits & Financial Analyst.

Additional Duties & Responsibilities:

• Attends seminars, professional meetings and conferences as requested.
• Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
• Work effectively as a team member, participating actively and constructively.

Required Knowledge, Skills, & Abilities:

• Must be self-directed and able to complete projects with limited supervision.
• Ability to maintain confidentiality and discretion in all matters.
• Strong attention to detail and ability to self-check work.
• Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load.
• Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
• Professional demeanor; sensitive to client needs.
• Self-motivated, creative and innovative; excellent problem solving skills.
• Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy.
• Effective written and verbal communication skills.
• Strong presentation skills.

Education & Licensure Requirements:

• Bachelor's degree preferred or equivalent combination of education and experience. High school diploma or GED required.
• Florida 2-15 License required or must be willing to obtain.