New Job Opening: Employee Benefits Client Manager in Austin, TX

Job Description

Client Manager (Account Manager)

Job Summary

Seeking a highly motivated and experienced Client Manager to join a dynamic team. This role is pivotal in managing a portfolio of clients, ensuring exceptional service delivery, and driving client satisfaction. The ideal candidate will have a strong background in employee benefits and excellent organizational skills. This position offers a clear career progression path, with opportunities for mentorship and professional growth.

Compensation Package

• Salary Range: $60,000–$95,000 (up to $110,000 for exceptional candidates)


• Benefits: Comprehensive benefits package


• Equipment Provided: Laptop


• Training: Individualized training plan, including virtual application training and in-office training for daily responsibilities

Responsibilities

• Manage a portfolio of 20 clients, representing approximately $1.4 million in annual revenue


• Handle A-to-Z account management, including presenting to clients, open enrollment, and marketing


• Collaborate with an assistant and Senior Client Manager to ensure seamless service delivery


• Work on both new and renewal business, including quoting and marketing to carriers


• Develop and maintain strong client relationships, ensuring high levels of satisfaction


• Participate in team collaboration, client meetings, and internal training sessions


• Prepare for eventual progression to a Senior Client Manager role, managing a book of business independently

Qualifications/Requirements

• Licenses/Designations: Life & Health (L&H) license required


• Experience: 5–10 years preferred; candidates with 3–4 years of relevant experience will be considered if they meet all requirements


• Technical Skills: Proficiency in Applied Epic and Excel (candidates will be asked to rate their Excel skills and provide examples of usage)


• Soft Skills: Strong organizational skills, ability to process information effectively, excellent communication and presentation skills, and a client-focused mindset


• Work Style: Comfortable working in a hybrid environment with three in-office days per week (Tuesday–Thursday) and occasional flexibility for remote work


• Career Goals: Willingness to remain in the Client Manager role for 2–3 years before advancing to a Senior Client Manager position

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