Client Manager, Employee Benefits

Job description

**SUMMARY** Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits. **ESSENTIAL FUNCTIONS** - Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility - Lead the renewal and marketing process, including preparing and distributing 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; review final contract to ensure reflection of negotiated terms - and accuracy of data - Coordinate plan design changes, contract changes and carrier changes - Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments - Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal - contact for service needs - Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting - Ensure information in Benefit Point is up-to-date and accurate **TECHNICAL FUNCTIONS** - 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 **REQUIRED EXPERIENCE** - Preferred minimum of 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages - Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently - Excellent verbal and written communication skills; professional presentation skills **REQUIRED EDUCATION/CERTIFICATION** - Bachelor’s Degree preferred - Life & Health License