Client Manager (Employee Benefits)

As a Client Manager you will serve as a trusted advisor to our clients, providing guidance and knowledge on employee benefits programs. Your primary responsibility will be to manage a portfolio of clients in our mid-market, ensuring their satisfaction, retention, and growth. You will collaborate closely with your strategic layers, insurance carriers, and other internal stakeholders to deliver exceptional service and exceed client expectations.

 

Essential Duties and Responsibilities

Other duties may be assigned.

 

• Build and maintain strong relationships with a portfolio of key clients. The anticipated book of business assigned will be between 10-12 clients.
• Serve as the main point of contact for clients, addressing their inquiries, concerns, and service requests promptly and professionally.
• Act as a trusted advisor to clients, offering expert advice on employee benefits programs, including health insurance, voluntary benefits, and wellness initiatives.
• With the support of your strategic layer, analyze client needs and develop innovative benefit strategies to meet their specific objectives and budget requirements.
• Manage and support during the renewal process for assigned client accounts, including market analysis, plan design, and negotiation with insurance carriers.
• Collaborate with internal teams to ensure seamless implementation of benefit programs and resolve any operational issues.
• Monitor client satisfaction levels and proactively address any concerns or issues to ensure high client retention rates.
• Ensure clients' benefit plans adhere to applicable regulations and assist with compliance audits, reporting, and documentation.
• Stay up-to-date with industry trends, regulatory changes, and market developments, and provide proactive recommendations to clients.
• Responsible for accuracy of your work product and that of others assisting you.
• Attend company and department meetings and position-related seminars/classes.
• Attend client meetings, carrier functions, and other events as required to help foster a community of connection.
• Demonstrate a strong commitment to personal and professional growth and actively seek opportunities to enhance skills and expertise relevant to the job.
• Collaborate with colleagues and supervisors to identify areas for improvement and establish meaningful goals that contribute to personal and organizational success.
• Contribute to a culture of learning within the organization by sharing knowledge, insights, and best practices with team members.

 

Supervisory Responsibilities

This job has no supervisory responsibilities.

 

Qualifications

 

• Must be based in Los Angeles, Fresno, or San Diego
• Bachelor's Degree in Business Administration, Human Resources, or a related field (or equivalent experience).
• Proven experience as a Client Manager, Account Manager, or similar role in the employee benefits brokerage industry for 3+ years required.
• Professional certifications, such as GBDS are a plus.
• Proficient in using Microsoft Office suite required.
• Strong understanding of compliance and regulatory requirements, such as ERISA, ACA, HIPAA, etc. required.
• Growing knowledge of employee benefits programs, insurance products, and industry trends.
• Exceptional client service orientation with a focus on building long-term relationships.
• Demonstrate a genuine passion for acquiring new knowledge and skills, staying abreast of industry advancements and best practices.
• Proven ability to set achievable goals, and consistently work towards their attainment.
• Capable of prioritizing tasks effectively and managing multiple client and responsibilities concurrently.
• Able to work collaboratively with colleagues, supervisors, strategic layers and external partners to drive results.
• Willingness to embrace change, adjust goals as needed, and learn from setbacks to continually improve performance.
• Possess the drive to pursue personal development opportunities independently, while adhering to established timelines and objectives.

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