Client Benefits Manager
4 weeks ago
The Client Manager is responsible for ensuring the successful implementation and ongoing service management of health and welfare employee benefit plans. This role serves as a project manager for renewals, new lines of business, and/or carrier transitions, providing well-researched guidance and resolution in areas such as claims, file feed integrations, premium billing, coverage issues, and regulatory filing requirements.
Key Responsibilities- Implementation Project Management: Facilitate client implementation timelines and execution from inception through delivery, working with carriers on all implementation tasks, including implementation meetings and deliverables.
- Service Management: Ensure client satisfaction with The Fedeli Group's service performance, providing guidance, problem-solving, and day-to-day service management to ensure a successful client experience.
- Documentation Management: Ensure that all client-related documentation is accounted for and organized per company guidelines, including carrier benefit summaries, SBCs, contracts, and certificates.
- 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 with clients, carriers, and associates
- Project management design, implementation, and 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
This role operates in a professional office environment, with flexibility for a hybrid work schedule. The physical demands of this job include occasional standing, walking, sitting, and using standard office equipment.
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Client Manager – Employee Benefits Specialist
4 weeks ago
Independence, Ohio, United States The Fedeli Group Full timeJob SummaryThe Client Manager is a key member of our team at The Fedeli Group, responsible for ensuring the successful implementation and ongoing service management of health and welfare employee benefit plans. This role requires a strong passion for delivering an exceptional client experience, excellent project management skills, and a deep understanding of...
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Client Manager – Employee Benefits Specialist
3 weeks ago
Independence, Ohio, United States The Fedeli Group Full timeJob SummaryThe Client Manager is responsible for ensuring the successful implementation and ongoing service management of health and welfare employee benefit plans. This role requires a strong understanding of employee benefits and the ability to provide exceptional client service.Key ResponsibilitiesFacilitate client implementation timelines and execution...
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Client Service Manager
3 weeks ago
Independence, Ohio, United States Harrison Gray Search & Consulting Full timeJob OpportunityThe Client Service Manager role at Harrison Gray Search & Consulting is a dynamic position that requires a strong focus on delivering exceptional service to clients. As a key member of our team, you will be responsible for managing a middle market commercial book of business, providing prompt and accurate service to clients, and identifying...
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Client Service Manager
3 weeks ago
Independence, Ohio, United States Harrison Gray Search & Consulting Full timeJob OpportunityThe Client Service Manager role at Harrison Gray Search & Consulting is a key position that requires a strong focus on delivering exceptional service to clients. As a member of our team, you will be responsible for managing a middle market commercial book of business, providing prompt and accurate service to clients, and identifying quality...
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Client Service Manager
2 weeks ago
Independence, Ohio, United States Harrison Gray Search & Consulting Full timeJob OpportunityThe Client Service Manager role at Harrison Gray Search & Consulting involves providing exceptional service and support to clients, managing their day-to-day service needs, and developing innovative solutions to meet their requirements. This position requires strong communication and interpersonal skills, with a focus on delivering a positive...
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Client Service Manager
2 weeks ago
Independence, Ohio, United States Harrison Gray Search & Consulting Full timeJob OpportunityHarrison Gray Search & Consulting is seeking a highly skilled Client Service Manager to join our team. As a key member of our commercial lines team, you will be responsible for delivering exceptional service to our clients, managing a middle market commercial book of business, and identifying quality programs with competitive pricing and...
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Client Service Manager
2 weeks ago
Independence, Ohio, United States Harrison Gray Search & Consulting Full timeJob OpportunityThe Client Service Manager role at Harrison Gray Search & Consulting involves providing exceptional service and support to clients, managing their day-to-day service needs, and developing innovative solutions to meet their requirements. This position operates in a hybrid work environment, with a minimum of 2 days in the office and the...
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Commercial Lines Client Manager
3 weeks ago
Independence, Ohio, United States The Fedeli Group Full timeJob SummaryWe are seeking a highly skilled and experienced Client Manager to join our Commercial Lines team at The Fedeli Group. As a Client Manager, you will be responsible for providing exceptional client service, assisting producers and client executives in servicing new and renewal business, and ensuring timely and accurate completion of various...
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Commercial Lines Client Manager
4 weeks ago
Independence, Ohio, United States The Fedeli Group Full timeJob SummaryWe are seeking a highly skilled and experienced Client Manager to join our Commercial Lines team at The Fedeli Group. As a Client Manager, you will be responsible for providing exceptional client service, assisting producers and client executives in servicing new and renewal business, and ensuring timely and accurate completion of various...
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Client Services Director
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Client Services Director
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Client Representative
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Senior Investment Client Service Specialist
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Client Relationship Consultant
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Wealth Management Associate
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Account Manager
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Tax Manager
2 weeks ago
Independence, Ohio, United States Jobot Full timeJob Title: Tax ManagerJobot is seeking a highly skilled Tax Manager to join our client's growing Public Accounting Firm. As a Tax Manager, you will play a critical role in managing and coordinating tax compliance, tax planning, and tax strategies.Responsibilities:Oversee and manage the preparation and review of federal, state, trust, estate, gift, and...
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Wealth Management Associate
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Business Development Manager
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Clinical Operations Manager
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