Client Manager

CB Partners, LLC; West Lake Hills (TX); Híbrido; USD 99.000 - 121.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health coverage

Flexible PTO

401(k) with company match

Descripción de la vacante

CB Partners, LLC is partnering with a growing Texas-based insurance brokerage to fill a Client Manager, Employee Benefits role. You will own relationships with client groups, guide renewals and enrollments, and support a full benefits lifecycle across a local team.

The ideal candidate will have employee benefits experience in a client-facing environment, with broker-side exposure preferred. Experience with self-funded plans and a willingness to obtain a Life & Health license are a plus.

Formación

• Employee benefits experience in a client-facing environment.
• Broker-side experience preferred, but not required.
• Strong client relationship management skills and confidence serving as primary contact.

Responsabilidades

• Serve as the primary point of contact for an assigned book of employee benefits clients.
• Build proactive relationships and act as a trusted resource for day-to-day benefits needs.
• Manage a portfolio of approximately 15-20 groups with 100-500 employees.
• Coordinate plan implementation, enrollment, renewals, carrier relationships, and ongoing benefit administration.
• Lead client meetings, including benefits presentations and open enrollment meetings.
• Review programs, utilization trends, and client needs to recommend plan changes.
• Manage renewal process with proposals, carrier negotiations, and client recommendations.
• Advocate for clients with carriers, TPAs, and vendors to resolve issues.
• Provide guidance on ERISA and ACA requirements.

Descripción del empleo

We’re partnering with a growing insurance brokerage on a Client Manager, Employee Benefits opportunity supporting an expanding Texas team.

This is a highly client-facing role for someone who enjoys owning relationships, solving complex benefits issues, guiding clients through renewals and enrollment, and serving as a trusted resource across the full employee benefits lifecycle.

The team would ideally like someone coming from the broker side who can step in with limited ramp-up, but they are also open to strong candidates from a TPA, carrier, or benefits administration background who have managed multiple employer groups, worked closely with brokers, handled open enrollment, and served as a primary point of contact for clients.

This is a great opportunity for someone who wants to join a smaller, collaborative local team while still having the resources and stability of a broader organization.

What You’ll Be Doing

• Serve as the primary point of contact for an assigned book of employee benefits clients.
• Build strong, proactive relationships with clients and act as a trusted resource for day-to-day benefits needs.
• Manage a portfolio of approximately 15-20 groups, with many clients in the 100-500 employee range.
• Support both fully insured and self-funded plans, with some self-funded experience strongly preferred.
• Coordinate plan implementation, enrollment, renewals, carrier relationships, and ongoing benefit administration.
• Lead and support client meetings, including benefits presentations and open enrollment meetings.
• Review benefit programs, utilization trends, and client needs to help recommend plan changes and improvements.
• Manage the renewal process, including proposal review, carrier negotiations, plan comparisons, and client recommendations.
• Advocate for clients with carriers, TPAs, and other vendors to resolve eligibility, claims, billing, enrollment, and service issues.
• Provide guidance around benefits compliance, including ERISA and ACA requirements.
• Partner with internal teams on reporting, financial analysis, client strategy, and service delivery.
• Identify opportunities to expand services and deepen client relationships.
• Provide guidance and mentorship to more junior team members when needed.

What They’re Looking For

• Employee benefits experience in a client-facing environment.
• Broker-side experience strongly preferred, but not necessarily required.
• Open to strong TPA, carrier, or benefits administration candidates who have managed multiple employer groups and understand the broker/client lifecycle.
• Experience supporting self-funded plans strongly preferred.
• Strong client relationship management skills and confidence serving as the primary point of contact for multiple accounts.
• Experience presenting benefits information directly to clients and/or employees.
• Strong understanding of renewals, open enrollment, carrier/vendor relationships, and benefit administration.
• Ability to manage multiple clients, deadlines, and priorities in a fast-paced environment.
• Life & Health Insurance license preferred, or willingness to obtain one within an agreed-upon timeframe.

Why This Opportunity Stands Out

The Texas office is a close-knit team that is continuing to grow, and this person will have the opportunity to play an important role in building out the local culture and client service function.

The company is known for strong leadership, a collaborative culture, and a genuinely supportive environment. The leadership team places a strong emphasis on mentorship and professional development.

The company also offers strong benefits and a flexible hybrid schedule, along with a summer schedule from Memorial Day through Labor Day where employees wrap up at noon every other Friday.

• Base salary up to $110k, depending on experience and qualifications
• Annual bonus
• Medical, dental, and vision coverage
• Flexible PTO
• 401(k) with company match after eligibility period