Job Client Operations Manager - PlanSource

Client Operations Manager

The Client Operations Manager role is responsible for the collection, analysis and processing of client data and preparation of client invoices, vouchers, and other client-related reports.

The Ideal Candidate

• An excellent problem solver, you thrive on making customers happy and coming up with great solutions.
• You have a strong sense of teamwork, and you are highly communicative.
• You are equally strong in facing customers and being highly analytical and detail oriented.

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

• Collect data by identifying sources of information and designing collection methods; Organize information by studying, analyzing, interpreting, and classifying data.
• Process data files received from the Client for integration with eligibility, enrollment, and billing platforms.
• Analyze variances between data sources and collaborate with Client Owner(s) to ensure updates to most current employee benefit and demographic information.
• Prepare Invoices for submission to client; Prepare Vouchers for submission to Finance for payment of benefit premiums to carriers; Prepare Client reports, including Retirement Funding reports; Perform carrier billing reconciliations (carrier bill versus benefits system).
• Train others regarding data sources, limitations of data, efficient ways to retrieve and transform data and best practices in managing data quality.
• Handle client questions with the highest degree of quality, courtesy and professionalism to resolve customer issues, effectively communicating plans for resolution.
• Perform root cause analysis and recommend corrective actions.
• Complete assigned tasks related to day-to-day operations. These processes may include, but are not limited to, eligibility enrollments, systems variances reports, and carrier audits.
• Other duties as assigned. Travel is expected to be minimal in this role.

What's in it For You?

• Competitive base salary
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
• Company match 401(k) plan 50% up to 6%
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists
• Pet benefits & discounts
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners

What You'll Need

• Bachelor's degree required, or appropriate combination of education and experience. Minimum 2 years benefits data analysis or similar experience.
• Benefits and/or human resources work experience preferred.
• Excellent written and verbal communication skills
• Intermediate Excel skills
• Demonstrated ability to handle sensitive and confidential compensation and financial information in accordance with HIPAA requirements.

Grow, with us

AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!