Client Manager, Employee Benefits

The MJ Companies; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading company in employee benefits consulting is seeking an expert consultant to provide exceptional service to clients. You'll be responsible for guiding clients through their benefits needs and ensuring excellent customer service while managing various contractual obligations. This role calls for a detail-oriented and experienced professional with robust communication skills and a strong problem-solving ability.

Qualifications

• Minimum 5-7 years of experience in a client-facing role in insurance brokerage.
• In-depth knowledge of self-funded benefit plans.
• Excellent verbal and written communication skills.

Responsibilities

• Provide customer service related to benefits, billing, and claims.
• Lead the renewal process, preparing RFP packets.
• Coordinate plan design changes and maintain client contracts.

Skills

Problem Solving

Detail-Oriented

Organizational Skills

Time Management

Communication

Education

Bachelor’s Degree

Life & Health License

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Agency Management System

Document Management System

Job description

Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.

ESSENTIAL FUNCTIONS

• Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
• Lead the renewal and marketing process, including preparing and distributing RFP packets
• Analyze and view proposals; provide recommendations to the Sales/Consulting team
• Work with Consultant in the preparation of new and renewal service contracts
• Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms
• and accuracy of data
• Coordinate plan design changes, contract changes and carrier changes
• Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
• Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal
• contact for service needs
• Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
• Ensure information in Benefit Point is up-to-date and accurate

TECHNICAL FUNCTIONS

• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
• Familiar with the use of an Agency Management System and Document Management System

REQUIRED EXPERIENCE

• Preferred minimum of 5-7 years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
• Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
• Excellent verbal and written communication skills; professional presentation skills

REQUIRED EDUCATION/CERTIFICATION

• Bachelor’s Degree preferred
• Life & Health License

Apply for this job

*

indicates a required field

First Name *

Last Name *

Email *

Phone *

Resume/CV *

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf

Enter manually

Accepted file types: pdf, doc, docx, txt, rtf