Client Manager, Employee Benefits
6 days ago
OVERVIEW
The Employee Benefits Client Manager works with the Client Executive to assist with the maintenance of a client's employee benefits program and the day-to-day service of the account. The Client Manager is responsible for assisting with the marketing process, from collecting census data to preparing benefits spreadsheets. The Client Manager is responsible for preparing/coordinating materials for open enrollments, including guides and cards, as well as assisting with open enrollments and health fairs. The Client Manager is also responsible for updating various client and internal systems, assisting the Client Executive with collecting and reviewing contracts and other data, and servicing the day-to-day needs of the client and its employees.
ESSENTIAL DUTIES AND RESPONSIBLITIES
Service
Assist the CE (Client Executive) in collecting data to prepare the Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), track carrier responses, and help assemble the marketing spreadsheets for CE review
Draft open enrollment communication materials and wallet cards and assist with the coordination of and support open enrollment meetings and health fairs
Collect contracts, experience data, 5500 information, and other data as needed to assist in servicing the client
Process BORs, update internal systems, update client HR/employee portals, and prepare invoices, as necessary
Assist with the resolution of client and employee issues regarding bill discrepancies, claims issues
Provide additional administrative support to the service teams for new and existing clients
Personal and Organizational Development
Work with CE to set priorities and manage workflow for self to ensure goals are met
Maintain up-to-date workflow logs, and update benefits information on agency management systems, manuals or other required documentation and records
Be responsive and interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company
Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance
Project a professional image in action and appearance
KEY COMPETENCIES:
General knowledge of coverages and services regarding Employee benefits
Intermediate knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher, and Excel
Strong attention to detail and time management abilities
Strong ability to multi-task and assign priorities
Ability to work effectively and efficiently both with and without direct supervision
Ability to work effectively and efficiently in a team environment as well as independently
Good interpersonal communication skills
Experienced with agency management systems and HR portals, and the capability to learn and use other systems quickly and effectively
EDUCATION AND/OR EXPERIENCE
High school diploma required
3+ years' experience as an Associate Account Manager or Client Service Representative with a benefits consulting or brokerage firm
Must have working knowledge of a variety of Microsoft Office computer software applications to include Windows, Outlook, Word, PowerPoint, Publisher, and Excel
Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
Must have a high level of interpersonal skills to handle sensitive and confidential situations. The position continually requires teamwork, responsiveness, demonstrated poise, tact, and diplomacy
CERTIFICATES, LICENSES, REGISTRATIONS
Life and Health License; Preferred, or willing to obtain within 60 days of hire date
Valid Driver License
WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
The national average salary for this role is $85,000 to $90,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
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