Client Manager (San Francisco)

Description

The Total Rewards Client Manager is responsible for assisting employee benefits clients on an a day to day basis by servicing them with the optimal combination of employee benefit programs, communication, and service administration to help them achieve their business goals. Your exceptional communication skills help you connect with clients by email and phone - quickly establishing trust and rapport.

The team you’d join is fast-paced, technology-driven, and service-oriented. We partner with mid-sized to large clients concentrated in the tech and biotech industry. We are highly motivated, inclusive of everyone, and always open to new ideas. If you’re an ambitious and agile self-motivated multi-tasker who’s ready to show up with your best self, you’d fit in with us! A successful candidate will have strong interpersonal skills and be able to partner with the industry’s leading Consultants. You must be technology driven and open to learning new systems. You’ll be working with fun, energetic clients, and an expeditious team. Your responsibilities may alter from day-to-day, bringing tremendous growth opportunity. Each client presents different opportunities to provide unique services. We are looking for a partner who thinks outside the box, is skilled at problem-solving, and doesn’t mind juggling competing priorities. WTW and this team believe in accountability and are in this together – we work together to see the big picture and get the job done and are not afraid to have fun while doing so! 

What You'll Be Responsible For:

• 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.

Qualifications

• Minimum of 3-5 years of insurance industry experience.

• Employee Benefits experience required.

• Exceptional communication skills: written, public speaking and presentation preparation.

• Excellent customer service skills, professionalism, and tact.

• Ability to be resourceful, take initiative, solve problems, and offer solutions.

• Deep understanding of insurance industry.

• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. 

• Capability to project plan, delegate and provide oversight.

• Adaptability and flexibility to address issues and respond to client needs.

• Capacity to analyze data, adopt use of technology systems, and software applications.

• Strength in multi-tasking and understanding urgency by working through changing priorities and deadlines.

• Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.

• Independently manage accounts and support complex accounts with guidance from client lead.

• New York, Massachusetts, Tennessee, or California Department of Insurance Life License (required or completed within 1 month of start date). You must be licensed in your home state. 

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. 

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.

Compensation and Benefits 
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation 
The base salary compensation range being offered for this role is $75,000.00 - $100,000.00 USD annually.
This role is also eligible for an annual short-term incentive bonus.

Company Benefits 
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets