Summary
The Client Manager will support the Account Executive by proactively managing each client account across all lines of coverage for large group employers (500+).
Must have experience implementing and managing self-funded medical plans.
Job Responsibilities :
Data Management
Collect and maintain all client data in the designated operating systems
Manage the exchange of data and information with client and vendors as necessary
Work closely with Form 5500 team to ensure accurate and timely filing of all clients’ Form 5500 Reports to the IRS
Vendor Management
Coordinate with vendors to ensure on-time benefits implementations and renewals
Ensure timely review and execution of vendor contracts
Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise
Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy
Troubleshoot issues related to administration, billing, claims, etc.
Manage RFP process and create presentation for review with client
Client Relationship Management
Manage standing client meetings with Account Executive by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects
Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad hoc employer communications as needed and requested
Assist with setting up new governing documents, such as wrap documents, Section 125, etc.
Facilitate day-to-day client needs
Lead or attend employee educational benefits meetings
Core Competencies :
College Degree required
Effective written and verbal communication skills
Self-motivated and proactive
Detail and task oriented
Analytical thinker / problem solver
Highly organized
WHY JOIN US?
14th Largest Broker in US
Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
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