Client Manager Employee Benefits

Client Manager

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.

Essential Duties & Responsibilities

Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas :

• RFP review and preparation.
• Analysis of utilization reports, carrier reports and claims data and trends.
• COBRA, HIPAA and coordination of 5500 data.
• Work closely with and instruct carrier representatives to ensure smooth implementation of new plans.
• Ensure required plan information and materials are sent to the client in a timely manner.

Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.

Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.

Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.

Education and / or Experience

Work Environment & Physical Demands

The applicable base salary range for this role is $63,100 to $117,500.