Employee Benefits Client Manager

6 days ago

Atlanta, Georgia, United States Snellings Walters Insurance Agency Full time

This role requires management of a book of business; responsible for servicing, managing, retaining, and growing a high volume of accounts.

Responsibilities include, but are not limited to:

  • Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing proactive support.
  • Account Management: Manage existing client accounts, including renewals, implementation of new clients, and ongoing service.
  • Communication and Education: Develop and deliver communication materials, conduct employee enrollment meetings, and provide clear explanations of benefits plans.
  • Regulatory Compliance: Assist clients with understanding and complying with relevant regulations like ERISA, COBRA, and HIPAA.
  • Problem Resolution: Resolve client issues and inquiries in a timely and professional manner.
  • Renewal Management: Manage the renewal process, including reviewing proposals, negotiating rates, and preparing necessary documentation.
  • Data Analysis: Analyze utilization reports, carrier reports, and claims data to identify trends and opportunities.
  • Documentation Review: Review contracts, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and compliance.
  • Implementation and Onboarding: Assist with the implementation of new clients or additional coverages for existing clients.

Qualifications:

  • Excellent Communication and Presentation Skills: Ability to clearly communicate complex information to both clients and employees.
  • Strong Analytical Skills: Ability to analyze data and identify trends in employee benefit plans.
  • Problem-Solving and Critical Thinking: Ability to identify and resolve complex issues related to employee benefits.
  • Organizational and Time Management Skills: Ability to manage multiple projects and deadlines effectively.
  • Knowledge of Employee Benefits: Understanding of various benefit plans, regulations, and industry trends.
  • Client Relationship Management Skills: Ability to build and maintain strong relationships with clients.
  • Proficiency with Microsoft Office Suite: Experience with Word, Excel, PowerPoint, and Outlook.
  • GA Resident Life & Health License
  • Minimum 3-5 years EB client support/management

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