Employee Benefits Client Partner – Hybrid, Flexible PTO

CB Partners, LLC; West Lake Hills (TX); Hybrid; USD 99,000 - 121,000; Full time

Benefits offered by this job

Health coverage

Flexible PTO

401(k) with company match

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Job description

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.