Client Manager, Employee Benefits

SUMMARY

Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.

ESSENTIAL FUNCTIONS

• Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility


• Lead the renewal and marketing process, including preparing and distributing RFP packets


• Analyze and view proposals; provide recommendations to the Sales/Consulting team


• Work with Consultant in the preparation of new and renewal service contracts


• Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms


• and accuracy of data


• Coordinate plan design changes, contract changes and carrier changes


• Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments


• Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal


• contact for service needs


• Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting


• Ensure information in Benefit Point is up-to-date and accurate

TECHNICAL FUNCTIONS

• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)


• Familiar with the use of an Agency Management System and Document Management System

REQUIRED EXPERIENCE

• Preferred minimum of 5-7 years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages


• Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently


• Excellent verbal and written communication skills; professional presentation skills

REQUIRED EDUCATION/CERTIFICATION

• Bachelor’s Degree preferred


• Life & Health License