Client Manager – Senior Client Manager

Role Overview

• Establish and maintain the day-to-day business relationship with the client and becomes the first point of contact for client service needs.
• Work with clients, producers and other team members to implement a comprehensive customer service plan.
• Prepare the Request for Proposal (RFP) for presentation to carriers including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies.
• Work with the CE to negotiate with carriers on clients’ behalf for best available premiums, commissions and coverage.
• Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials.
• Distribute resource information to clients to continually keep them informed of benefit trends, State and Federal legislation, rules and regulations.
• Advise clients on government reporting compliance issues, as appropriate.
• Assist with the preparation of client-specific compliance resources.
• Set priorities and manage workflow for self to ensure all goals are met;
• Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records;
• Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company;
• Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance.
• Project a professional image in action and appearance.

Requirements

• High school diploma; college degree preferred.
• Two or more years' experience as an Associate Client Manager or Client Manager with a benefits consulting or brokerage firm, or comparable experience with a medical carrier.
• Must have working knowledge of a variety of Microsoft Office computer software applications to include Excel, Word, and presentation software.
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
• Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, demonstrated poise, tact, and diplomacy.

Benefits

• 401K matching
• Generous Time Off Policy
• Flexible Work Options
• Medical
• Dental
• Vision
• Pet Insurance
• Cancer Insurance
• Wellness Programs
• Employee Award Programs (Trips!)