Benefits & Client Relations Specialist

Plante Moran; Auburn Hills (MI); On-site; USD 65,000 - 91,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible time off

Bonus plan

Job summary

Plante Moran Group Benefits Advisors II (PMGBA II) seeks an Account Manager to oversee group benefit sponsors, manage open enrollment, and support analytics data collection. You will collaborate with underwriting teams, coordinate reports, and maintain CRM-based client relationships.

The role emphasizes customer service, communication skills, and the ability to handle multiple priorities in a dynamic benefits environment. Travel may be required and sponsorship is not always guaranteed.

Qualifications

• Bachelor's degree in Human Resources, Business, Communications or related field
• Interest or experience in benefits administration, employee benefits, healthcare, insurance, human resources, or client services
• Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders
• Demonstrated problem-solving skills and the ability to navigate complex situations with persistence and attention to detail
• Ability to manage multiple priorities, follow through on commitments, and drive issues to resolution
• Comfort working in ambiguous situations where solutions are not always immediately clear
• Strong customer service orientation with a desire to build relationships and deliver an exceptional client experience
• Proficiency in working with Microsoft tools such as; Outlook, Word, Excel, PowerPoint

Responsibilities

• Account management for all group benefit plan sponsors including
• Implementation Employee open enrollment and communications
• Assisting internal staff with report production/delivery
• Assist/work with underwriting & analytics staff with data management and collection from carriers for use in employer plan analytics
• Assist clients regarding carrier billings, premium statements, enrollment, eligibility, claim inquiry, etc.
• Maintain client relationship management in CRM
• Distribute periodic bulletins, alerts, compliance information/notices/plan materials, etc. to clients
• Assist with carrier reporting, commission payments, Schedule A 5500 reporting, etc.
• Support and participate in practice development
• Assist practice leadership in developing more efficient methods to support client plan

Skills

Account management

CRM

Communication

Problem solving

Multitasking

Customer service

Microsoft Office

Education

Bachelor's degree in HR/Business/Communications

Tools

CRM systems

Job description

Plante Moran Group Benefits Advisors II (PMGBA II) seeks an Account Manager to oversee group benefit sponsors, manage open enrollment, and support analytics data collection. You will collaborate with underwriting teams, coordinate reports, and maintain CRM-based client relationships.

The role emphasizes customer service, communication skills, and the ability to handle multiple priorities in a dynamic benefits environment. Travel may be required and sponsorship is not always guaranteed.