Client Manager Employee Benefits
2 days ago
The Client Manager ensures the successful implementation and ongoing service management of health and welfare employee benefit plans.
The Client Manager serves as a project manager for renewals, new lines of business, and / or carrier transitions. As part of the ongoing client experience, the Client Manager is expected to provide well researched guidance and resolution in areas such as claims, file feed integrations, premium billing, coverage issues, and regulatory filing requirements.
Timeliness, accuracy, attention to documentation protocols, and collaboration with clients, fellow team members, and carrier partners is essential.
REPORTS TO
Division Leader
PRIMARY RESPONSIBILITIES
Implementation Project Management:
- Facilitate client implementation timelines and execution from inception through delivery.
- Work with carriers on all implementation tasks, including implementation meetings and deliverables (census elections, carrier termination letters, signature documents and associated implementation deliverables).
- Review key implementation documents for accuracy and client intent including contract, and certificates.
- Present, coordinate and review open enrollment material for accuracy and client intent.
- Update and Peer Review Benefit Guides based on changes during open enrollment. Provide to Client Executive for Final review.
Service Management:
- Ensure client satisfaction with The Fedeli Groups service performance. Provide guidance, problem solving and day-to day service management to ensure a successful client experience.
- Manage escalated service billing, claims and other service issues. Must understand when to seek guidance from Client Executive when escalated or needs guidance.
- Actively participate in monthly team meetings with Client Executive to review status of work plan for each client when necessary.
- Actively participates in stewardship meetings, renewal strategy and recommendation meetings.
- Assists with the completion of the Annual Stewardship report, including Client Advocacy, Goals setting.
- Manage and execute new and existing client onboarding process: HRWS, Fedeli Communications, Business Associate agreements, broker of record letters, data release authorizations, carrier portal authorizations, etc.
- Actively participate in compliance audit meetings with Client Executive. Complete Compliance Audit Checklist and provide to Client Executive for delivery to client.
- Assist Client Executive with various Regulatory Compliance requirements (PCORI Fee, RxDc reporting, Affordability)
- Peer review all client facing documents and contracts and complete applicable sign-off sheet. Provide to Client Executive for final review.
Documentation Management: Ensure that all client related documentation is accounted for and organized per company guidelines, including:
- Carrier benefit summaries, SBCs contracts and certificates
- Prepare Renewal Summary within 30 days after renewal.
- Regulatory Compliance Reviews
- Ensure agency management system is accurately reflected with carrier contacts, client contacts (to include distribution codes and birthday)
Client Projects: Collaborate with Client Executive and other team members to complete client projects: prescriptions re-pricing, network discounts and other projects as requested.
COMPETENCIES
- A passion for delivering an A+ client experience
- Ability to write with clarity and purpose
- Desire to work in a team environment
- Relationship building skills clients, carriers, and associates
- Project management design, implementation, execution
- Proficiency in Microsoft Excel (intermediate)
- Employee benefit program knowledge: products, contract features, ERISA (as applied to the management of health and welfare plans)
- A commitment to accuracy and peer review
SUPERVISORY RESPONSIBILITY
None
WORK ENVIRONMENT
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
POSITION TYPE/EXPECTED HOURS OF WORK
Full Time Position 40-hour work week
TRAVEL
Travel is minimal, although some out-of-area and overnight travel may be expected
JOB REQUIREMENTS
- Successful candidates will have at least three years of experience providing outstanding client service in the employee benefits industry.
- Demonstrating niche expertise (e.g. filing requirements, carrier systems, contract review) will be a plus.
- A bachelors degree is preferred but not required.
- Industry professional designations such as CEBS or similar are desired.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
-
Client Manager – Employee Benefits
2 days ago
Independence, United States The Fedeli Group Full timeThe Client Manager ensures the successful implementation and ongoing service management of health and welfare employee benefit plans. The Client Manager serves as a project manager for renewals, new lines of business, and / or carrier transitions. As part of the ongoing client experience, the Client Manager is expected to provide well researched guidance...
-
Employee Benefits Service Manager
7 days ago
Independence, Missouri, United States The Fedeli Group Full timeAbout the JobWe are seeking a highly skilled Client Manager to join our team at The Fedeli Group. In this role, you will be responsible for managing the successful implementation and ongoing service management of health and welfare employee benefit plans for our clients.Key Responsibilities:Facilitate client implementation timelines and execution from...
-
Employee Benefit Consultant
5 days ago
Independence, Ohio, United States Disability Solutions Full timeKey ResponsibilitiesPrepare pre-renewal, renewal, and marketing reports to analyze client data and identify opportunities for growth.Compare health plan benefits and costs to ensure clients receive optimal coverage at a competitive price.Calculate employee contributions and develop strategies to meet client budgetary requirements.Author correspondence,...
-
Account Executive
2 days ago
Independence, United States Marsh LLC Full timeAbout Marsh McLennan Agency Midwest Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent...
-
Client Manager
5 days ago
Independence, United States ASG Pharmacy Full timeAre you ready to unlock your potential and embark on an empowering journey with a company that celebrates the entrepreneurial spirit and embraces a growth mindset? We are thrilled to be adding a Client Manager to our team in Independence, OH Join us and contribute your skills to a dynamic and forward-thinking organization!About Us: ASG Pharmacy is an...
-
Client Manager
7 days ago
Independence, United States ASG Pharmacy Full timeAre you ready to unlock your potential and embark on an empowering journey with a company that celebrates the entrepreneurial spirit and embraces a growth mindset? We are thrilled to be adding a Client Manager to our team in Independence, OH Join us and contribute your skills to a dynamic and forward-thinking organization! About Us: ASG Pharmacy is an...
-
Client Manager
1 week ago
Independence, United States ASG Pharmacy Full timeAre you ready to unlock your potential and embark on an empowering journey with a company that celebrates the entrepreneurial spirit and embraces a growth mindset? We are thrilled to be adding a Client Manager to our team in Independence, OH Join us and contribute your skills to a dynamic and forward-thinking organization!About Us: ASG Pharmacy is an...
-
Client Business Development Manager
5 days ago
Independence, Ohio, United States ASG Pharmacy Full timeAbout ASG Pharmacy: At ASG Pharmacy, we pride ourselves on being a company that celebrates the entrepreneurial spirit and embraces a growth mindset. Our mission is to help talented individuals across the Ohio area find rewarding work with attractive companies.The Job Description: The Client Manager will play a crucial role in managing and growing...
-
Benefits Account Manager
5 days ago
Independence, Ohio, United States Disability Solutions Full timeJob OverviewThe Employee Benefit Account Manager is responsible for managing an assigned block of Employee Benefits business in the Branch. This includes fully insured, partially self-funded, or self-insured accounts.
-
Client Relationship Manager
6 days ago
Independence, Kansas, United States Edward Jones Full timeJob Overview">This role is responsible for supporting the financial advisor in providing exceptional client service and support.The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.We are looking for someone who is proactive, organized, and able to...
-
Client Manager Commercial Lines
5 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives and carrier representatives to deliver a superior client service experience. REPORTS TO Client Executive—Commercial Lines Team...
-
Client Manager Commercial Lines Property
2 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives and carrier representatives to deliver a superior client service experience. REPORTS TO Client ExecutiveCommercial Lines Team Leader ESSENTIAL...
-
Surety Client Manager Surety Department
2 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to producers and account executives in servicing new and renewal construction bonding business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier/broker representatives to deliver a superior client service experience. REPORTS TO Senior Vice President...
-
Surety Client Manager – Surety Department
2 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to producers and account executives in servicing new and renewal construction bonding business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier/broker representatives to deliver a superior client service experience.REPORTS TOSenior Vice President –...
-
Client Relationship Specialist
1 day ago
Independence, Ohio, United States Marsh LLC Full timeAbout MARSH LLCMARSH LLC's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. We have consistently been recognized as a top workplace, attracting and retaining our talent by rewarding expertise and investing in career...
-
Client Manager Commercial Lines – Property
2 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives and carrier representatives to deliver a superior client service experience. REPORTS TO Client Executive—Commercial Lines Team...
-
Client Manager Commercial Lines – Property
2 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives and carrier representatives to deliver a superior client service experience. REPORTS TO Client Executive—Commercial Lines Team...
-
Client Manager Commercial Lines – Property
7 days ago
Independence, United States The Fedeli Group Full timeProvide assistance to Producers and Client Executives in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with Producers, Client Executives and carrier representatives to deliver a superior client service experience. REPORTS TO Client Executive—Commercial Lines Team...
-
Client Partnership Executive
6 days ago
Independence, Missouri, United States Randstad USA Full timeAs a Client Partnership Executive, you will play a critical role in building and maintaining strong relationships with our clients. You will work closely with the client to understand their business goals and objectives, and develop tailored solutions to meet their needs.Some of your key responsibilities will include:Developing and executing recruiting plans...
-
Client Relationship Manager
6 days ago
Independence, Missouri, United States Edward Jones Full timeAbout UsAt Edward Jones, we believe in putting people first. We are a Fortune 500 company with over 8 million clients and 19,000 financial advisors across the U.S. and Canada. Our purpose is to partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society.Our Values:We value different...
