Employee Benefits Client Manager

Global Recruiters of Denver; Austin (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Global Recruiters of Denver is assisting a well-established independent insurance brokerage in Austin, TX, with a Client Manager role in the Employee Benefits practice. You will serve as the primary relationship owner for an assigned book of business, handling day-to-day client management, renewals, compliance, and open enrollment support.

You will thrive in a client-facing, team-oriented brokerage setting and collaborate closely with the service lead to design tailored benefits solutions and

Qualifications

• 2+ years of employee benefits client management experience, broker level ideal.
• Self-funded plan experience is a strong plus.
• Active Life & Health license, or willingness to obtain.
• Comfortable presenting in client and enrollment meetings.
• Strong organizational skills with multiple accounts and deadlines.
• Proficient in Microsoft Office Suite, especially Excel.
• Bachelor's degree preferred.

Responsibilities

• Serve as the primary contact for assigned accounts with proactive client relationships.
• Design and manage tailored benefits solutions based on client goals and demographics.
• Lead renewals with proposal analysis, carrier negotiation, and plan recommendations.
• Coordinate implementation, enrollment, and ongoing program management with stakeholders.
• Monitor program performance and adjust based on utilization and feedback.
• Ensure ERISA, ACA, and related compliance.
• Develop and deliver employee education and open enrollment presentations.
• Collaborate with finance on analysis, reporting, and strategic recommendations.
• Partner with sales to identify growth within the existing book.
• Mentor junior team members as needed.

Skills

Client management

Presentation skills

Organizational skills

Microsoft Excel

Microsoft Office Suite

Bachelor's degree preferred

Education

Bachelor's degree preferred

Tools

Microsoft Excel

Job description

Our client is a well-established, full-service independent insurance brokerage serving commercial and personal lines clients across the region. Known for a collaborative culture and a strong commitment to client advocacy, the firm has built a reputation for long-term relationships and tailored risk and benefits solutions.

About the Role

This Client Manager role sits within the Employee Benefits practice and serves as the primary relationship owner for an assigned book of business. You'll work alongside a service lead, handling day-to-day client management, renewals, compliance, and open enrollment support. This is a great fit for someone who thrives in a client-facing environment and wants to grow within a team-oriented brokerage setting.

Key Responsibilities:

• Serve as the primary point of contact for assigned accounts, maintaining proactive and trust-based client relationships
• Understand client goals and workforce demographics to design and manage tailored benefits solutions
• Lead the renewal process, including proposal analysis, carrier negotiation, and plan recommendations
• Coordinate implementation, enrollment, and ongoing program management with clear stakeholder communication
• Monitor benefit program performance and recommend adjustments based on utilization trends and client feedback
• Ensure compliance with ERISA, ACA, and other applicable regulations
• Develop and deliver presentations for employee education and open enrollment meetings
• Collaborate with internal teams on financial analysis, reporting, and strategic recommendations
• Partner with the sales team to identify growth opportunities within the existing book
• Provide mentorship and guidance to junior team members as needed

Qualifications:

• 2+ years of employee benefits client management experience, ideally at the broker level
• Self-funded plan experience is a strong plus
• Active Life & Health insurance license, or willingness to obtain within an agreed timeframe
• Comfortable presenting in client and open enrollment meetings
• Strong organizational skills with the ability to manage multiple accounts and deadlines with minimal supervision
• Proficient in Microsoft Office Suite, with solid Excel skills
• Bachelor's degree preferred

Why we love this opportunity:

• Established book of business from day one; no cold calling or prospecting required
• Collaborative team environment with a service lead to work alongside
• Competitive compensation with room to grow based on experience
• Stable, well-respected brokerage with a long track record in the market
• Opportunity to mentor and develop others as you grow in the role