Job Description
Position Overview
The Client Manager is responsible for proactively managing the overall workflow for the book of business assigned to them and providing timely and professional day-to-day client service. Client Managers handle all lines of employee benefits for their accounts and serve as the main contact for the clients.
Principal Duties and Responsibilities
- Main point of contact for the client – addresses questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates clients on benefits, communicate effectively with clients, provide exceptional customer service to clients
- Initiates relationships with and communicates with client decision-makers and personnel to effectively resolve client concerns independently from Producer
- 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 meet
- Coordinate the new/renewal marketing strategy for assigned clients where applicable
- Prepare Requests for Proposal (RFPs); obtain necessary information for bid processing; negotiate with insurance carriers; prepare client proposals within required timelines including preparation and maintenance of client files
- Prepare employee communications materials such as brochures, flyers and payroll stuffers
- Proof booklets and contracts for accuracy; request Schedule As for clients’ IRS Form 5500 filings
- Coordinate and conduct education and enrollment meetings
- Conduct all business in accordance with established policies and procedures.
- May attend client meetings on or off-site on occasion
- Other duties as assigned
Knowledge, Skills and Abilities
Required
- High School Diploma or GED
- 3+ years in group benefits with at least 1+ years in a Client Manager role
- Life & Health Insurance license
- Ability to develop and work with Mathematical formulas
- Ability to effectively communicate, both written and verbally with internal and external parties
- Ability to work independently with minimal supervision
- Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint, Publisher
Preferred
- Experience using Zywave, BenefitPoint, Employee Navigator or similar employee benefit enrollment systems
- Experience in self-funded benefits plans
Working Environment
- Work is performed indoors in a climate controlled environment
- General technology as it relates to office administration
- Regular business hours with additional hours required during certain periods