PM Group Benefits Advisors - Client Services Associate

plantemoran; Auburn Hills (MI); On-site; USD 65,000 - 90,000; Full time

Job summary

Plante Moran in the United States is seeking a detail-oriented account management professional focusing on group benefit plans. You will manage sponsor relationships, facilitate enrollment communications, and support data reporting and analytics.

You will collaborate with underwriting staff, handle carrier inquiries, and maintain CRM records while contributing to client satisfaction and practice growth. This role may require travel as needed.

Qualifications

• Bachelor's degree in a related field.
• Interest or experience in benefits administration or client services.
• Strong written and verbal communication with clients and internal teams.
• Ability to navigate complex situations with attention to detail.
• Capable of managing multiple priorities and meeting deadlines.
• Comfort in ambiguous situations with evolving requirements.
• Customer service orientation and relationship-building focus.

Responsibilities

• Account management for all group benefit plan sponsors including implementation.
• Employee open enrollment and communications.
• Assist internal staff with report production and delivery.
• Support underwriting and analytics with data for employer plan analytics.
• Assist clients with carrier billings, premiums, enrollment, eligibility, and claims.
• Maintain client CRM records and relationships.
• Distribute bulletins, alerts, and plan materials to clients.
• Assist with carrier reporting and Schedule A 5500 reporting.
• Support practice development and improvement efforts.

Skills

Account management

Client communications

CRM usage

Data analysis

Multitasking

Problem solving

Customer service

Education

Bachelor's degree in HR, Business, Communications or related field

Tools

CRM software

Microsoft Excel

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.

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.

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. 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. So, what are you waiting for?

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.

Plante Moran is committed to a diverse workplace. 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. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In add