Employee Benefits Client Service Manager
6 days ago
Deeply Rooted to Serve
At Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. As an Employee Health & Benefits Client Service Manager, you will play a key role in supporting and executing the delivery of employee health and welfare benefit services. This role combines client relationship support, project coordination, plan implementation, and data management throughout the benefits lifecycle, including renewals, open enrollment, and ongoing service.
Working closely with account managers and consultants, the CSM ensures a responsive and high-quality client experience through clear communication, organized execution, and attention to detail.
Key Responsibilities:
Client Service & Execution
Manage onboarding and renewal tasks to include agency systems (e.g. EPIC, CRM, et al), document organization, and folder creation / updates.Coordinate and execute open enrollment, including the preparation and review of benefit guides, SBC's, presentations and enrollment materials as well as any other enrollment support tools. Attend Virtual and In-person open enrollment meetings as required.Act as a day-to-day contact for clients regarding eligibility issues, ID cards, benefits questions, and vendor escalations as applicable.Submit plan updates and enrollment changes to carriers and benefits platforms and assist with post-renewal activities including but not limited to billing audits and feed/file reviews. Help manage compliance deliverables such as Medicare Part D notices, PCORI fees, RxDC reporting and 5500 prep and other compliance calendar items as applicable.Reporting & Project Support
Assist with gathering and organizing plan data such as claims, contributions, and utilization to support renewal strategies and post renewal implementations.Prepare client-facing reports, mid-year reviews, and meeting materials in collaboration with senior team members.Support RFP processes by compiling data, coordinating carrier responses, and summarizing proposals.Conduct benchmarking and plan comparisons using internal tools and industry data.Perform eligibility audits as required.Team Collaboration
Collaborate with account managers / executives, consultants, and internal teams to meet client needs and deadlines.Participate in internal meetings and client calls, contributing updates and documentation support.Review and finalize client materials to ensure accuracy and consistency.Track project timelines and deliverables across multiple clients.Informed Stakeholder (Non-Decision Making Role)
Remain informed of onboarding progress, strategic planning efforts and pre-renewal discussions.Receive updates on enrollment meeting schedules and deployment of virtual tools or resources.Stay current on compliance developments, regulatory changes and legal updates.Monitor system implementations, vendor guidance, technology performance and HR/payroll integration updates.Required Qualifications:
1+ years of experience in employee benefits, brokerage, insurance carrier, or HR/benefits administration roleProficiency in Microsoft Office Suite, especially Excel, Outlook, Word and PowerPoint.Working knowledge of group benefit plans (medical, dental, vision, life, disability, and voluntary benefits).Highly organized with strong attention to detail and follow-through.Excellent communication skills (written and verbal).Ability to manage multiple priorities and thrive in a deadline-driven, client focused environment.Preferred Qualifications:
Bachelor's degree in Business, Human Resources, Public Health, or related field (or equivalent experience).Experience with Applied / Epic, CRM systems, or benefits administration platforms.Familiarity with ACA, ERISA, HIPAA, PCORI, and RxDC reporting requirements.Interest in or pursuit of industry certifications (CEBS, GBA, HIA)About Us
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.
Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.
For more information visit our website:
Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance
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