Client Manager, Employee Benefits

Essential Duties and Responsibilities

• Serve as the primary point of contact for client service needs, establishing and maintaining strong business relationships.
• Collaborate with clients, producers, and team members to develop and implement a comprehensive customer service plan, focusing on Public Sector clients.
• Prepare Requests for Proposal (RFPs) for carrier presentations, including analysis of census data, current and proposed benefit plans, market comparisons, and contribution strategies.
• Work with the Client Executive (CE) to negotiate with carriers on behalf of clients to secure optimal premiums, commissions, and coverage.
• Coordinate and support open enrollment meetings, including preparing communication materials for clients.
• Provide clients with up-to-date industry resources, ensuring they remain informed on benefit trends, federal and state regulations, and legislative changes.
• Advise clients on government reporting compliance requirements as needed.
• Assist in the preparation of client-specific compliance resources.

Personal and Organizational Development

• Prioritize and manage workflow efficiently to meet all goals and deadlines.
• Maintain updated proposals, workflow logs, benefits information, and necessary documentation within the agency management system.
• Utilize strong communication skills to collaborate effectively, provide guidance, and support business objectives.
• Stay informed on industry trends, new products, regulatory updates, and technology advancements to continuously enhance knowledge and performance.
• Present a professional image through both actions and appearance.

Key Competencies

• In-depth knowledge of Employee Benefits coverage and services.
• Proficiency in navigating the internet and using Microsoft Office programs, including Outlook, Word, Excel, PowerPoint, and Publisher.
• Exceptional attention to detail and time management skills.
• Strong ability to multitask and prioritize effectively.
• Capable of working independently as well as in a team-oriented environment.
• Excellent interpersonal communication skills, both written and verbal.
• Experience with Agency Management Systems, rating procedures, coverage options, and industry operations to effectively manage and grow client accounts.

Education and Experience

• High school diploma required; college degree preferred.
• At least two years of experience managing Public Sector accounts.
• Minimum of two years in an Associate role within a benefits consulting or brokerage firm, or equivalent experience with a medical carrier.
• Proficiency in Microsoft Office applications, including Excel, Word, and presentation software.
• Ability to thrive in a fast-paced environment while managing multiple priorities.
• Strong interpersonal skills with the ability to handle sensitive and confidential matters with professionalism, tact, and diplomacy.

Certificates, Licenses, and Registrations

• California Life and Health License.
• Valid Driver’s License.
  

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