Client Manager - Employee Health & Benefits

About the role

The Client Manager advises and assists clients, carriers and others on the Client Service Team, using technical and industry knowledge and client service skills to meet client needs and resolve difficulties. The role covers RFP review, analysis of utilization and claims data, COBRA, HIPAA and 5500 data, and occasional work as a Client Executive for assigned accounts, including preparing renewal and new business presentations.

Key responsibilities

• Act as the first point of contact for clients, carriers and others on the Client Service Team.
• Review and prepare RFPs, analyze utilization reports, carrier reports and claims data and trends.
• Handle COBRA, HIPAA and 5500 data, and instruct carrier representatives on implementing new plans.
• Mentor Benefit Analysts in gathering client census and plan information for new business, renewals and open enrollment.
• Review renewals, new business and open enrollment materials for accuracy, compliance and professionalism.
• Present financial measures used to predict and analyze plan benefit costs and premium rates.
• Take part in prospect and renewal meetings under the guidance of the Client Executive Service, and eventually lead them.
• Conduct employee open enrollment meetings and resolve routine client issues about benefit services and coverage.
• Report potential E&O concerns and client dissatisfaction to the Client Executive Service and help find proactive solutions.

Required profile

• Strong understanding of health and welfare plan benefits and carriers, typically gained through 5 years of group health and benefits sales or service at a brokerage or carrier.
• Bachelor's degree strongly preferred.
• Valid unrestricted Life and Disability license in California, meeting continuing education requirements.
• Valid driver's license and dependable transportation; travel to client sites is required, sometimes 2-5 nights away.

Required skills

• Proficiency with Microsoft Word, Excel and PowerPoint, including tables, charts, graphs, pivot tables and formulas.
• Strong communication skills, able to explain technical matters simply and present information clearly.

What we offer

• Base salary of $64,700 to $120,400, depending on experience, skills, location and other factors.
• Possible performance-based incentives.
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs.