Client Relationship Manager

Client Relationship Manager – Employee Benefits Administration

This role is ideal for a detail-oriented, relationship-driven Account Executive who thrives in a third-party administration environment outside of large insurance company structures . The ideal candidate has hands-on experience managing a portfolio of health, welfare, and pension clients, building trusted relationships, and serving as the primary point of contact for all ongoing administration needs. This position focuses on client partnership—not high-pressure sales —and requires someone who excels in nurturing long-term relationships across a diverse book of business.

About the Role

The Account Executive will manage a dedicated book of business spanning multiple benefit administration services, including health and welfare plans, pension administration, claims-only accounts, paid family leave, and full-fund administration. You will work directly with Brokers, Consultants, Fund Trustees, Administrators, and Plan Professionals to ensure exceptional service delivery, guide clients through complex benefit issues, and maintain high satisfaction levels.

This individual will also collaborate cross-functionally with internal teams—including Sales, Implementation, Eligibility, Premium Billing, Customer Service, Claims, and Finance—to coordinate seamless client support and ongoing fund operations.

Key Responsibilities

• Manage and grow an assigned book of business, serving as the primary relationship owner and trusted advisor for all client needs.
• Maintain strong, long-term relationships with Brokers, Consultants, Trustees, and Administrators; represent the organization in meetings and eventually lead Trustee discussions.
• Coordinate internal resources to ensure accurate administration of health, pension, and welfare plans, including claims, eligibility, premium billing, COBRA, and fund operations.
• Review meeting materials for accuracy and participate in quarterly client status meetings, Trustee meetings, and membership meetings during open enrollment periods.
• Partner with leadership to recommend short- and long-term account management strategies and potential enhancements to service delivery.
• Support new client onboarding by coordinating with Implementation and Sales teams on the installation of new cases.
• Ensure all member communications, benefit change mailings, and eligibility report reviews are completed accurately and on time.
• Produce and track COBRA notices, manage fiduciary liability and bond insurance renewals, and process administrative expense requisitions.
• Act as an internal liaison with Finance to ensure proper fund management, reporting, and monthly benefit funding.
• Mentor Service Representatives and provide backup support across claims, eligibility, call center operations, and cash processing.
• Maintain accurate data in customer management tools such as Salesforce.

Who Will Succeed in This Role

This role is a strong fit for candidates who have worked in third-party administration, benefit funds, union benefit environments, or boutique employee benefits firms , particularly those who have not worked exclusively within large insurance carriers . Success in this position comes from relationship-building, operational understanding, and the ability to manage complex benefit functions—not from selling or aggressive revenue-driven goals.

Qualifications