Client Manager, Employee Benefits

3 weeks ago

Concord, United States EPIC Insurance Brokers & Consultants Full time
Overview

The Employee Benefits Client Manager works with the Client Executive to assist with the maintenance of a clients 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 formswhether 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.

  • Client Manager, Employee Benefits

    5 days ago

    Concord, United States EPIC Brokers Full time

    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...

  • Program Account Manager, Captive Employee Benefits

    4 weeks ago

    Concord, United States Strategic Risk Solutions Full time

    Job DescriptionJob DescriptionThe Program Account Manager is responsible for the operations of group employee benefit captive programs managed by SRS. This role is team based with the opportunity to grow as we continue to do so. This individual is the core contact for reporting and analysis to agents and clients of our assigned captive programs. We are open...

  • Program Account Manager, Captive Employee Benefits

    1 week ago

    Concord, United States Strategic Risk Solutions Full time

    The Program Account Manager is responsible for the operations of group employee benefit captive programs managed by SRS. This role is team based with the opportunity to grow as we continue to do so. This individual is the core contact for reporting and analysis to agents and clients of our assigned captive programs. We are open to individuals with group...

  • Client Service Representative

    2 weeks ago

    Concord, United States VCA Antech, Inc. Full time

    Client Service Representative We are seeking an experienced Client Service Representative to join our amazing team. At VCA Russell Animal Hospital, we take our mission statement - your pet's health is our top priority and excellent service is our goal - very seriously. With every opportunity, we aim to exceed each pet owner's expectations. We're looking...

  • Client Service Manager

    3 weeks ago

    Concord, New Hampshire, United States Gallagher Full time

    About Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Services Associate, Home Health

    1 week ago

    Concord, United States BAYADA Full time

    BAYADA Home Health Care has an immediate opening for a Client Services Associate in our Cabarrus Visits office located in Concord, NC. If you are looking for an exciting career opportunity in a growing industry, a Client Services Associate could be the position for you. BAYADA believes that our clients and their families deserve home health care delivered...

  • Employee Success Partner

    3 weeks ago

    Concord, United States Bay Air Systems Full time

    Job Description Job Description Employee Success Partner Job Description As Employee Success Partner your most important objective is to build not only a great place to work, but also guide and coach each employee and empower them to accomplish their own career and personal/financial goals. As the Employee Success Partner you will work with Managers to...

  • Employee Success Partner

    3 weeks ago

    Concord, United States BAY AIR SYSTEMS INC Full time

    Job DescriptionJob DescriptionEmployee Success PartnerJob DescriptionAs Employee Success Partner your most important objective is to build not only a great place to work, but also guide and coach each employee and empower them to accomplish their own career and personal/financial goals. As the Employee Success Partner you will work with Managers to select...

  • Client Conversion Specialist

    2 weeks ago

    Concord, United States Defiant Ones Marketing LLC Full time

    Job DescriptionJob DescriptionDefiant Ones Marketing LLC is looking for a Digital Marketing Manager to join our team in our Concord office. The Digital Marketing Manager will create and manage all digital marketing campaigns and properties to promote the company and its products.  The ideal candidate is a self-starter, loves a challenge, and has a passion...

  • Commercial Lines Account Manager | Client Manager

    3 weeks ago

    Concord, United States APR Full time

    Job DescriptionJob DescriptionInsurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client ManagerSalary: $70-90K Location: Concord, New HampshireOur Concord, NH based insurance firm is seeking an experienced commercial lines account manager or account executive to service a book of commercial lines mid-market to...

  • Employee Success Partner

    11 hours ago

    Concord, United States Bay Air Systems Full time

    Job Description Job Description Employee Success PartnerJob DescriptionAs Employee Success Partner your most important objective is to build not only a great place to work, but also guide and coach each employee and empower them to accomplish their own career and personal/financial goals. As the Employee Success Partner you will work with Managers to select...

  • Client Account Manager

    3 weeks ago

    Concord, United States Swift Management Group Full time

    Job DescriptionJob DescriptionSMG is looking for entry level professionals in the greater Charlotte area, to join our team. This customer facing role will aid in the management of our sales and marketing division by overseeing events, meeting directly with consumers to identify their needs, and deliver what services are needed. The ideal candidate will have...

  • Client Account Manager

    5 days ago

    Concord, United States ARI Full time

    Job DescriptionJob DescriptionAIM is looking for entry level professionals in the greater Charlotte area, to join our team. This customer facing role will aid in the management of our sales and marketing division by overseeing events, meeting directly with consumers to identify their needs, and deliver what services are needed. The ideal candidate will have...

  • Employee Services Officer

    6 days ago

    Concord, New Hampshire, United States findajob.dwp Full time

    Job Title : Employee Services Officer (G5)Job Category : Human ResourcesLocation : London Borough of HaveringHours Per Week : 36.00Start Date :Immediate StartStart Time : 09:00End Time : 17:30Salary: £14.90 Experience Some experience of dealing with members of the public. Experience of having used a computer system, familiar with MS OfficeUse of...

  • B2B Outside Sales

    4 days ago

    Concord, United States Paynada Full time

    Job Description Job Description About Us: Paynada is a pioneering force in B2B payment technology services, committed to delivering innovative solutions tailored to our clients' evolving needs. With strategic partnerships, cutting-edge technologies, and a team of experts, we offer a diverse range of products and services, empowering businesses across the...

  • Preconstruction Manager

    3 days ago

    Concord, United States Flatiron Construction Full time

    As Preconstruction Manager, you will manage preconstruction activities for one or more project pursuits within a District during the pursuit and preconstruction contract phases. This is a growth-oriented role supporting pursuits of diverse heavy civil infrastructure projects in coordination with established teams.Manages project pursuits by working closely...

  • Preconstruction Manager

    7 days ago

    Concord, United States Flatiron Construction Corp. Full time

    Overview As Preconstruction Manager, you will manage preconstruction activities for one or more project pursuits within a District during the pursuit and preconstruction contract phases. This is a growth-oriented role supporting pursuits of diverse heavy civil infrastructure projects in coordination with established teams. What you will be doing * Manages...

  • Preconstruction Manager

    1 day ago

    Concord, United States Flatiron Construction Full time

    As Preconstruction Manager, you will manage preconstruction activities for one or more project pursuits within a District during the pursuit and preconstruction contract phases. This is a growth-oriented role supporting pursuits of diverse heavy civil infrastructure projects in coordination with established teams. Manages project pursuits by working closely...

  • Client Event Trainee

    2 weeks ago

    Concord, United States California Lifestyle Foundation Full time

    At California Lifestyle Foundation, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Event Trainee to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a proactive approach to support...

  • Client Support Specialist

    2 weeks ago

    Concord, United States Jopari Solutions, Inc Full time

    Jopari Solutions is the leader in Digital Transaction Processing in changing the way medical providers and payers (Insurance Companies/TPAs) manage their billing and payment processing needs. With Jopari Solutions products, providers can streamline their billing operations, improve payment cycles, and reduce frictional costs of checking bill and payment...