Client Manager, Employee Benefits

ABOUT THE JOB

This role will guide clients through their benefits program needs, offering both short- and long-term solutions. Key responsibilities include project planning, project management, implementation, and the daily management of employee benefits vendors. This role provides day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility.

ESSENTIAL FUNCTIONS

Client Onboarding and Implementation Manage new client onboarding and benefit administration configurations. Work with Client Executive to execute implementation processes, including meetings, documentation, and coordination with carriers and vendors. Set up new groups, renewals, and terminations, ensuring seamless client transitions and accurate record maintenance. Participate in client meetings as needed. Client and Vendor Relations Serve as day‑to‑day point of contact for clients and vendors, handling queries, meetings, and communications, including escalated claims and eligibility issues. Maintain client advocacy lists and manage billing and enrollment audits to ensure service quality. Save and organize crucial correspondence and meeting notes to ensure consistency and accessibility of information. Compliance and Reporting Assist in preparing and reviewing documents such as NQTL Analysis Forms and COBRA updates to ensure regulatory compliance. Coordinate annual compliance tasks for clients in collaboration with the internal Compliance Team. Marketing and Renewals Lead and project‑manage the renewal and marketing process, including preparing and distributing RFP packets, analyzing proposals, and providing recommendations to the Sales/Consulting team. Engage in pre‑marketing strategies, gather marketing analytics, and ensure client needs are met effectively. Financial Management Review and maintain executed client contracts, plan documents, SBCs, SPDs, Business Associate Agreements, and amendments for accuracy; provide final approval to carrier/TPA and coordinate delivery to client. Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure it reflects negotiated terms and data accuracy. Open Enrollment and Communications Facilitate open enrollment sessions, using tools like Knovio for presentations and handling communication tasks to ensure smooth operations. Review and assist in updating benefit guides to ensure they are comprehensive and reflective of current offerings. Operational Support Manage carrier communications, including termination letters and documentation related to sold proposals and renewals. Update essential operational documents such as the EB Playbook and Benefits Inventory to keep internal teams informed and aligned with client needs. Ensure internal systems are up‑to‑date and accurate; maintain client benefit plan information in the Agency Management System and Document Management System. Attend team and department meetings as needed.

EDUCATION

Bachelor’s degree preferred. Life & Health License (required upon hire).

KNOWLEDGE AND EXPERIENCE

Preferred minimum of 5 years of experience with client‑facing customer service and/or marketing, with in‑depth knowledge of the insurance brokerage business; preferably with self‑funded benefit plans, medical stop‑loss and ancillary coverages. Demonstrated skills in project management, prioritization, problem‑solving, sense of urgency, detail orientation, excellent organizational and time‑management, follow‑through, and ability to work independently. Excellent verbal and written communication skills; professional presentation skills.

TECHNICAL FUNCTIONS

Highly proficient in Microsoft Office products (Excel, Word, Outlook, PowerPoint). Familiarity with an Agency Management System and Document Management System (BenefitPoint experience is a plus). Strong project management and client service skills. #J-18808-Ljbffr Themjcos