Client Manager II - Group Health Benefits

About the role

The Client Manager II anticipates client needs and helps manage clients' benefit programs, including consumer-driven healthcare, alternative funding arrangements and health and productivity management. The role works closely with the Client Executive, acting as project manager and taking on more responsibility over time.

Key responsibilities

• Take part in the initial strategy meeting and refine the strategy with client input and carrier data
• Develop marketing strategies and negotiate with carriers on the client's behalf, using underwriting expertise to challenge rate decisions
• Manage the annual timeline, including renewals and Open Enrollment, and lead renewal meetings
• Coordinate the installation of benefit packages, handling multiple vendors and carriers and resolving system compatibility issues
• Create the strategy and branding for the benefit package and run the Open Enrollment communication campaign
• Track renewal dates, follow up with the team and present cost analysis and renewal recommendations to the Client Executive
• Keep the Client Executive informed of compliance and satisfaction issues and help resolve them proactively
• Assess the service team, recommend training and delegate tasks, and ensure projects are on time
• Maintain good file records and the Agency Management System, and build positive relationships with internal associates and clients

Required profile

• Strong understanding of health and welfare plan benefits and carriers, typically gained through 5-7 years of group health and benefits sales or service at a brokerage or carrier, with at least 3 years at a brokerage serving large client groups (50+ lives)
• Successful work history of strong client service with increasing responsibility
• Bachelor's degree strongly preferred
• Valid unrestricted Life and Disability license in California and a valid driver's license with dependable transportation
• Travel to client sites is required, sometimes 2-3 nights away; extended hours (10-12 hours/day) may be needed during peak periods

Required skills

• Proficiency with Microsoft Word, Excel and PowerPoint, including tables, charts, pivot tables and formulas
• Clear verbal and written communication, able to explain technical matters simply

What we offer

• Base salary of $64,700 to $120,400, depending on experience, skills, location and education
• Performance-based incentives may be available
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs