Client Manager, Employee Benefits

The role

Deliver expert consultation and service to Employee Benefits clientele. Help clients navigate benefit needs through planning, evaluating, implementing and managing employee benefits.

What you will do

• Provide day-to-day customer service to clients
• Resolve issues related to billing, claims and eligibility
• Lead the renewal and marketing process
• Prepare and distribute RFP packets
• Analyze and view proposals
• Provide recommendations to the Sales/Consulting team
• Work with Consultant in the preparation of new and renewal service contracts
• Verify receipt of final client contract from carrier/TPA/vendor
• Coordinate plan design changes, contract changes and carrier changes
• Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments

Required qualifications

• Life & Health License
• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Familiar with the use of an Agency Management System and Document Management System
• Problem-solving skills
• Sense of urgency
• Detail-oriented
• Excellent organizational and time management
• Follow through
• Ability to work independently
• Excellent verbal and written communication skills
• Professional presentation skills

Nice to have

• 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business
• Experience with self-funded benefit plans, medical stop loss and ancillary coverages
• Bachelor’s Degree

About the company

themjcos