Client Manager - Employee Health & Benefits

Client Manager Position

The Client Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Client Managers serve as a primary day-to-day contact for our clients.

Principal Duties and Responsibilities :

• Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients' HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
• Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers / products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
• Manage implementation of new lines of coverage and carrier changes and insure smooth launch / transition; complete all new / renewal business paperwork and internal documentation
• Prepare employee communications materials such as brochures, flyers and payroll stuffers
• Conduct group education and enrollment meetings at client sites or via webinar as required
• Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients' IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings / issues / decisions
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal / external deadlines are met
• Conduct all business in accordance with established policies and procedures
• Attend onsite and offsite client meetings as necessary
• Other duties as assigned

Knowledge, Skills and Abilities Required :

Preferred :