PM Group Benefits Advisors - Client Services Associate

Plante Moran; Auburn Hills (MI); On-site; USD 65,000 - 91,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible time off

Bonus plan

Job summary

Plante Moran Group Benefits Advisors II (PMGBA II) seeks an Account Manager to oversee group benefit sponsors, manage open enrollment, and support analytics data collection. You will collaborate with underwriting teams, coordinate reports, and maintain CRM-based client relationships.

The role emphasizes customer service, communication skills, and the ability to handle multiple priorities in a dynamic benefits environment. Travel may be required and sponsorship is not always guaranteed.

Qualifications

• Bachelor's degree in Human Resources, Business, Communications or related field
• Interest or experience in benefits administration, employee benefits, healthcare, insurance, human resources, or client services
• Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders
• Demonstrated problem-solving skills and the ability to navigate complex situations with persistence and attention to detail
• Ability to manage multiple priorities, follow through on commitments, and drive issues to resolution
• Comfort working in ambiguous situations where solutions are not always immediately clear
• Strong customer service orientation with a desire to build relationships and deliver an exceptional client experience
• Proficiency in working with Microsoft tools such as; Outlook, Word, Excel, PowerPoint

Responsibilities

• Account management for all group benefit plan sponsors including
• Implementation Employee open enrollment and communications
• Assisting internal staff with report production/delivery
• Assist/work with underwriting & analytics staff with data management and collection from carriers for use in employer plan analytics
• Assist clients regarding carrier billings, premium statements, enrollment, eligibility, claim inquiry, etc.
• Maintain client relationship management in CRM
• Distribute periodic bulletins, alerts, compliance information/notices/plan materials, etc. to clients
• Assist with carrier reporting, commission payments, Schedule A 5500 reporting, etc.
• Support and participate in practice development
• Assist practice leadership in developing more efficient methods to support client plan

Skills

Account management

CRM

Communication

Problem solving

Multitasking

Customer service

Microsoft Office

Education

Bachelor's degree in HR/Business/Communications

Tools

CRM systems

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Plante Moran Group Benefits Advisors II (PMGBA II), an affiliate entity of Plante & Moran, PLLC (PM), provides consulting and brokerage services to help clients create sustainable employee health and welfare benefit plans that are cost effective and help clients attract and retain talent.

Your role

• Account management for all group benefit plan sponsors including:
• Implementation Employee open enrollment and communications
• Assisting internal staff with report production/delivery
• Assist/work with underwriting & analytics staff with data management and collection from carriers for use in employer plan analytics
• Assist clients regarding carrier billings, premium statements, enrollment, eligibility, claim inquiry, etc.
• Maintain client relationship management in CRM
• Distribute periodic bulletins, alerts, compliance information/notices/plan materials, etc. to clients
• Assist with carrier reporting, commission payments, Schedule A 5500 reporting, etc.
• Support and participate in practice development
• Assist practice leadership in developing more efficient methods to support client plan

Qualifications

• Bachelor's degree in Human Resources, Business, Communications or related field
• Interest or experience in benefits administration, employee benefits, healthcare, insurance, human resources, or client services
• Strong verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders
• Demonstrated problem-solving skills and the ability to navigate complex situations with persistence and attention to detail
• Ability to manage multiple priorities, follow through on commitments, and drive issues to resolution
• Comfort working in ambiguous situations where solutions are not always immediately clear
• Strong customer service orientation with a desire to build relationships and deliver an exceptional client experience
• Proficiency in working with Microsoft tools such as; Outlook, Word, Excel, PowerPoint
• This is an exempt position that may require some local, national, and occasional international travel
• Applicants must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English

What makes us different

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

We strive to create a culture where each person feels accepted and valued.

We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity.

When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed.

Plante Moran is an Equal Opportunity Employer.

Benefits

• health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• flexible benefits plans
• business-related travel expenselodging
• meal reimbursement for business-related use
• a pension plan is also available for eligible administrative and paraprofessional staff
• a discretionary bonus plan is available for eligible staff
• option to elect health insurance in addition to limited paid sick time for contingent staff positions

Compensation

The compensation range for this role in CO, IL, OH, and MA is: $65,000.00 - $91,000.00

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Our founders often referred to our firm as "a people firm disguised as an accounting firm."

Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.