Client Manager

WTW; San Francisco (CA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Pension plan

Paid time off

Job summary

WTW in San Francisco, CA seeks an experienced professional to manage strategic client relationships and lead end-to-end insurance and benefits projects. You will act as the primary client contact and support senior consultants on accounts, guiding renewal processes and complex issue resolution.

The role requires 3-5 years in the insurance sector with employee benefits experience, and strong communication and coordination skills.

Qualifications

• 3-5 years of insurance industry experience.
• Employee Benefits experience required.
• Exceptional communication skills: written, public speaking and presentation preparation.
• Ability to be resourceful, take initiative, solve problems, and offer solutions.

Responsibilities

• Build strategic relationships with clients and carrier partners.
• Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts.
• Manage client project plans and lead client calls.
• Assist with client meeting deliverables and actively participate in the meetings.
• Manage the annual client calendar including renewal and marketing processes for clients.
• Attend and conduct all client meetings, including renewal and open enrollment.
• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems.
• Develop and deliver communication strategies for clients.
• Responsible for staying abreast of latest compliance and benefit trends.
• Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
• Review and oversee outsourced tasks before distribution to the client.
• May train the next level down (i.e. Client Manager may train Sr. Client Representative and/or Client Representative).
• Other tasks, duties or special projects as assigned.

Skills

Client relationship management

Insurance industry knowledge

Communication skills

Project coordination

Life license

Problem solving

Team collaboration

Tools

CRM software

Data analysis tools

Microsoft Office

Job description

• Build strategic relationships with clients and carrier partners.
• Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts.
• Manage client project plans and lead client calls.
• Assist with client meeting deliverables and actively participate in the meetings.
• Manage the annual client calendar including renewal and marketing processes for clients.
• Attend and conduct all client meetings, including renewal and open enrollment.
• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems.
• Develop and deliver communication strategies for clients.
• Responsible for staying abreast of latest compliance and benefit trends.
• Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
• Review and oversee outsourced tasks before distribution to the client.
• May train the next level down (i.e. Client Manager may train Sr. Client Representative and/or Client Representative).
• Other tasks, duties or special projects as assigned.

Description

The Role

• Build strategic relationships with clients and carrier partners.
• Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts.
• Manage client project plans and lead client calls.
• Assist with client meeting deliverables and actively participate in the meetings.
• Manage the annual client calendar including renewal and marketing processes for clients.
• Attend and conduct all client meetings, including renewal and open enrollment.
• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems.
• Develop and deliver communication strategies for clients.
• Responsible for staying abreast of latest compliance and benefit trends.
• Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
• Review and oversee outsourced tasks before distribution to the client.
• May train the next level down (i.e. Client Manager may train Sr. Client Representative and/or Client Representative).
• Other tasks, duties or special projects as assigned.

Qualifications

The Requirements

• Minimum of 3-5 years of insurance industry experience.
• Employee Benefits experience required.
• Exceptional communication skills: written, public speaking and presentation preparation.
• Excellent customer service skills, professionalism, and tact.
• Ability to be resourceful, take initiative, solve problems, and offer solutions.
• Deep understanding of insurance industry.
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.
• Capability to project plan, delegate and provide oversight.
• Adaptability and flexibility to address issues and respond to client needs.
• Capacity to analyze data, adopt use of technology systems, and software applications.
• Strength in multi-tasking and understanding urgency by working through changing priorities and deadlines.
• Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
• Independently manage accounts and support complex accounts with guidance from client lead

Required Certificates, Licenses, Registration

• New York, Massachusetts, Tennessee, or California Department of Insurance Life License (required or completed within 1 month of start date). You must be licensed in your home state.

Note:

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Compensation And Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $90,000.00-$115,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

• Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources.
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

EOE, including disability/vets