Employee Benefits Client Manager

Snellings Walters Insurance Agency; Atlanta (GA); On-site; USD 65,000 - 95,000; Full time

Job summary

Snellings Walters Insurance Agency seeks a skilled client services professional to manage a high-volume book of business. You will nurture client relationships, handle renewals, and implement new coverages.

Responsibilities include educating clients on benefits plans, ensuring ERISA/ COBRA/ HIPAA compliance, and analyzing utilization data to uncover opportunities for service growth.

Qualifications

• Excellent communication and presentation skills.
• Strong analytical skills to identify trends in benefit plans.
• Problem-solving and critical thinking for complex issues.
• Organizational and time-management abilities to handle multiple projects.
• Knowledge of employee benefits regulations and industry trends.
• Ability to build and maintain client relationships.
• Proficiency with Word, Excel, PowerPoint, and Outlook.
• GA Resident Life & Health License.
• Minimum 3–5 years EB client support/management.

Responsibilities

• Manage a book of business, servicing, retaining, and growing a high volume of accounts.
• Build and maintain strong client relationships and understand client needs.
• Renewals, implementing new clients, and ongoing service responsibilities.
• Communicate and educate clients and employees about benefits plans.
• Assist clients with ERISA, COBRA, and HIPAA compliance.
• Lead renewal processes: review proposals, negotiate rates, prepare documents.
• Analyze utilization and claims data to identify trends and opportunities.
• Review contracts and SPD documents for accuracy and compliance.
• Assist with implementation of new clients or additional coverages.

Skills

Client relationship mgmt

Analytical skills

Communication

Time management

Microsoft Office

Regulatory knowledge

Tools

Microsoft Office Suite

Job description

This role requires management of a book of business; responsible for servicing, managing, retaining, and growing a high volume of accounts.

Responsibilities include, but are not limited to:

• Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing proactive support.
• Account Management: Manage existing client accounts, including renewals, implementation of new clients, and ongoing service.
• Communication and Education: Develop and deliver communication materials, conduct employee enrollment meetings, and provide clear explanations of benefits plans.
• Regulatory Compliance: Assist clients with understanding and complying with relevant regulations like ERISA, COBRA, and HIPAA.
• Problem Resolution: Resolve client issues and inquiries in a timely and professional manner.
• Renewal Management: Manage the renewal process, including reviewing proposals, negotiating rates, and preparing necessary documentation.
• Data Analysis: Analyze utilization reports, carrier reports, and claims data to identify trends and opportunities.
• Documentation Review: Review contracts, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and compliance.
• Implementation and Onboarding: Assist with the implementation of new clients or additional coverages for existing clients.

Qualifications:

• Excellent Communication and Presentation Skills: Ability to clearly communicate complex information to both clients and employees.
• Strong Analytical Skills: Ability to analyze data and identify trends in employee benefit plans.
• Problem-Solving and Critical Thinking: Ability to identify and resolve complex issues related to employee benefits.
• Organizational and Time Management Skills: Ability to manage multiple projects and deadlines effectively.
• Knowledge of Employee Benefits: Understanding of various benefit plans, regulations, and industry trends.
• Client Relationship Management Skills: Ability to build and maintain strong relationships with clients.
• Proficiency with Microsoft Office Suite: Experience with Word, Excel, PowerPoint, and Outlook.
• GA Resident Life & Health License
• Minimum 3-5 years EB client support/management