Senior Client Manager (Employee Benefits)

What You'll Do:

Are you ready to take on a dynamic and rewarding role that challenges your strategic thinking, leadership skills, and ability to build meaningful relationships? As a Senior Client Manager, you’ll manage high-profile accounts and make a real impact.

Here's what you can expect:

• Own the Client Service Cycle: Take charge with minimal guidance, ensuring a seamless client experience from start to finish.
• Lead Complex Accounts:
• Manage accounts with diverse funding types, providing expert support for self-funded and other sophisticated benefit programs.
• Maintain full account responsibility while fostering trusted relationships with clients and partners.
• Client Relationship & Retention:
• Cultivate and maintain strong, long-term relationships with clients by understanding their needs and objectives.
• Provide expert advice and support on employee benefits plans (e.g., health insurance, wellness programs, etc.).
• Act as the key point of contact for all day-to-day client needs and inquiries.
• Proactively identify opportunities to improve and enhance client benefit offerings.
• Serve as a trusted advisor to clients on market trends, plan design, compliance, and cost-containment strategies.
• Identify client needs and craft customized strategies to meet their goals, particularly for complex accounts. Leverage internal resources and advanced technologies to maximize efficiency and client deliverables.
•  Leverage your knowledge of claims processes and resolution strategies to address complex issues effectively.

 

• Renewals & Marketing: Oversee the renewal process and develop innovative marketing strategies. Use your expertise in strategy, negotiation, and analysis to deliver top-tier results.
• Team & Partner Collaboration
• Work closely with shared services and internal teams to prioritize workflows, ensure accountability, and deliver exceptional outcomes.
• You will also be able to mentor Employee Benefits Coordinators and Associate Client Managers, fostering growth and excellence within your team.
• Cultivate strong partnerships with coworkers, clients, and external stakeholders to drive mutual success.
• Foster a collaborative environment and share best practices across the team.
• Problem Solving and Issue Resolution:
• Address client concerns and resolve any issues related to the administration of employee benefits plans.
• Coordinate with service providers and vendors to resolve problems promptly and efficiently.
• Handle claims escalations and help clients navigate complex issues or disputes.
• Keep clients informed about compliance-related issues and ensure their programs meet the latest standards.
• Engage in Development: Attend industry events, seminars, and training sessions to stay ahead of trends and sharpen your skills.
• Support Producers: Be a valued partner to producers in prospect meetings, sharing your expertise and insights.

What We’re Looking For:

We’re seeking a driven professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. Here’s what you’ll bring to the role:

Required Qualifications

• Education: A 4-year college degree (preferred) or equivalent experience.
• Experience: 5-7 years in a related field, with a track record of success in employee benefits.
• Tech-savvy: Proficiency in MS Office Suite (Excel, Word, PowerPoint) and benefits management software. Familiarity with HRIS systems like EASE, Employee Navigator, ADP, and UKG.
• Licensed & Ready: Active Life/Health License to support your expertise.
• Excellent communication, presentation, and interpersonal skills.
• Strong problem-solving abilities and attention to detail.

Preferred Qualifications:

• Advanced certifications (e.g., CEBS, GBA, or other employee benefits-related designations).
• Experience with self-funded plans, wellness programs, or compliance (ERISA, ACA).

Personal Attributes:

• Client-focused with a strong commitment to delivering high-quality service. A strong desire to deliver outstanding internal and external customer service.
• A strategic thinker who can align client needs with practical benefits solutions.
• Team player with the ability to work cross-functionally.
• Adaptable and proactive in handling a variety of client situations.

#LI-JS1