Client Manager

The Role

• Build strategic relationships with clients and carrier partners.
• Serve as the primary contact for clients and support Business Consultant or

Sr. Business Consultant on client accounts.

• Manage client project plans and lead client calls.
• Assist with client meeting deliverables and actively participate in the

meetings. * Manage the annual client calendar including renewal and marketing processes for clients. * Attend and conduct all client meetings, including renewal and open enrollment.

• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the Total

Rewards Technology team and have basic knowledge of systems.

• Develop and deliver communication strategies for clients.
• Responsible for staying abreast of latest compliance and benefit trends.
• Conduct final review to ensure accuracy of compliance deliverables (5500s,

SPD Wraps, annual notices, ACA, etc.).

• Review and oversee outsourced tasks before distribution to the client.
• May train the next level down (i.e. Client Manager may train Sr. Client

Representative and/or Client Representative). * Other tasks, duties or special projects as assigned.