Senior Client Manager

Role Overview

• Manage a portfolio of California large group employer clients (100–2000 lives)
• Lead annual service plan execution including renewals, open enrollment, compliance support, vendor deployment, and member education
• Design creative, consultative benefit solutions based on strong knowledge of the California marketplace, alternative funding arrangements, carriers, and products
• Develop and deliver materials such as renewal presentations, financial reporting, budget reviews, and education sessions for clients and members
• Collaborate with internal teams and vendor partners to streamline day-to-day servicing and ensure exceptional delivery
• Foster executive-level relationships with client leaders and create superfan clients by consistently delivering novel benefit solutions

Requirements

• Bachelor's Degree in a business-related field and/or equivalent education
• 7-15 years of employee benefits experience with a brokerage
• A minimum of 5+ years of recent experience independently managing accounts with minimal guidance or AE/Consultant support
• Recent experience supporting: California large employer groups (100-2,000 lives)
• Strong knowledge of large group plans and products
• Strong knowledge of financial arrangements and health products including fully insured, level & self funded, captives.
• California Health Insurance License required
• Strong Excel, PowerPoint, Google suite, written and communication skills
• Comfortable public speaking, including presenting renewal information, financials and open enrollments meetings and webinar recordings

Benefits

• Medical insurance, including a $0 premium HDHP plan for individuals
• Dental
• Vision
• Telehealth and Virtual Primary Care Visits
• OneMedical membership
• Wellhub
• $50 monthly benefit to improve your mental or physical health
• Stock options
• 401(k) with a $2,000 match
• FSA
• HSA
• Access to Origin Financial
• Flexible PTO
• 12 weeks of paid parental leave with 2 weeks of transition time
• $50 monthly connectivity reimbursement
• Company-paid short-term disability
• Company-paid long-term disability
• Company-paid life insurance
• Additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage