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