Benefits Client Manager

Responsibilities

• Proactively and professionally manage client service relationships.
• Maintain open communication channels with internal partners, clients, and carriers.
• Communicate due dates, timelines, and expectations to clients and partners.
• Identify problems, summarize, and develop strategic solutions.
• Install new group insurance contracts for clients effectively utilizing resources to match client needs.
• Administer renewals including preparing appropriate contractual changes.
• Inform clients of ERISA, COBRA, and FMLA compliance measures.
• Develop employee communications on behalf of the client for the following: annual renewal changes, enrollment procedures, miscellaneous benefit changes, and clarifications.
• Develop and maintain excellent carrier relationships.
• Attend employee new hire and open enrollment meetings as needed.
• Maintain agency management and commissions software.
• Remain informed regarding industry information and new product information.
• Expect to further industry education through insurance courses and pursue an industry designation.

Requirements

• Education & Experience: High School Diploma required; Bachelors or Associates degree preferred.
• Experience: Minimum of three years of experience delivering client-focused solutions based on customer needs. Experience with group health insurance is preferred.
• Licensure: Current life and health insurance license, or willingness and ability to obtain within 45 days of employment.
• Knowledge & Skills: Demonstrated ability to communicate and present information professionally and effectively at all levels of the organization. Ability to successfully interact with a variety of client personality types. Ability to follow up on activities from start to finish while working independently. Proven ability to manage multiple projects while paying strict attention to detail. Demonstrated computer proficiency in Microsoft Office, and ability to learn new software applications.
• Physical Demands: This role’s physical exertion is sedentary and occurs in an office environment. Exerting up to 10 pounds of force occasionally and a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Substantial movements and repetitive motion of the wrists, hands, and fingers. Must have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.