Client Manager - Employee Benefits

SUMMARY
Responsible for collaborating with the sales and service team on the development and execution of client-centered strategies. Manages a book of business and directs/contributes to the work of a multi-disciplined service team.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

•    Exhibits proven competence in all Account Manager duties and knowledge requirements.
•    Collaborates with a mentor from the sales and service team to manage an assigned book-of-business.
•    Comprehends & communicates all aspects of the renewal process to client on all lines of coverage (medical through ancillary), including marketed analytics.
•    Assists the sales and service team with the development of multi-year strategic plan for clients.
•    Assists the sales and service team with client financials, and renewal negotiations.
•    Prepares and delivers client renewal presentations including marketing analytics, and enrollment meetings.
•    Actively participates in team mentorship program.
•    Acts as an Affordable Care Act (ACA) subject matter expert.
•    Handles the collection of client service expense invoices, reconciliation and resolution of any outstanding balances within 60 days of invoicing date.
•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
•    Performs other duties as assigned.

QUALIFICATIONS 
EDUCATION / EXPERIENCE
Bachelor's Degree or equivalent combination of education and experience
Five (5) or more years of related work experience
Must continue to meet Continuing Education requirements for license renewal
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License

SKILLS
Strong knowledge of employee benefits insurance, renewal decision life cycle, and insured group marketing analytics
Knowledge of self-insurance and alternative funding arrangements
Knowledge of Employee Benefits products and benefit administration
Good verbal and written communication skills
Good problem solving and time management skills
Excellent customer service skills
Good presentation skills and ability to conduct open enrollment meetings
Ability to work within a team and to foster teamwork
Ability to prioritize work for multiple projects and deadlines
Proficient in Microsoft Office Suite

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