Senior Client Manager - Employee Health & Benefits

National Electrical Manufactures Assoc; Phoenix, Northern (AZ, KY); On-site; USD 70,000 - 95,000; Full time

Job summary

National Electrical Manufactures Assoc is seeking a Senior Client Manager to proactively manage client services, renewals, and administration of benefits products. You will be the primary day-to-day contact for assigned clients and collaborate with their HR teams to maintain smooth service and timely solutions.

The role involves supporting RFP processes, carrier negotiations, and coordinating enrollment meetings, with opportunities to lead education sessions and contribute to client satisfaction

Qualifications

• - High School Diploma or GED.
• - 3+ years in group benefits with 1+ years in a Client Manager or similar role.
• - Licensed in Arizona Health, Life and Disability (or eligible within 60 days).
• - Ability to work with mathematical formulas.
• - Strong written and verbal communication skills.
• - Experience leading education/enrollment meetings (public speaking).
• - Excellent time management and attention to detail.
• - Ability to build relationships with clients, carriers and peers.
• - Ability to work independently and in cross-functional teams.
• - Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Manage day-to-day benefits accounts and partner with clients' HR teams.
• Assist in RFPs, analyze quotes and negotiate with carriers.
• Oversee new coverage implementations and renewals; handle paperwork.
• Prepare employee communications materials.
• Conduct group education and enrollment meetings (onsite or via webinar).
• Proof documents, coordinate IRS Form 5500 filings, and track legislative changes.
• Manage electronic files and meeting notes; ensure deadlines.
• Prioritize workload to meet internal and client deadlines.
• Follow policies and attend client meetings as needed.
• Perform other duties as assigned.

Skills

Client management

Communication

Public speaking

Time management

Group benefits

Cross-functional

Microsoft Office

Education

High School Diploma or GED

Some college/technical training

RHU/REBC/CEBS/CBP

Arizona licensure (within 60 days)

Tools

Applied EPIC

Job description

Position Overview

The Senior Client Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Senior Client Managers serve as a primary day-to-day contact for our clients.

Principal Duties and Responsibilities

• Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients' HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
• Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
• Manage implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
• Prepare employee communications materials such as brochures, flyers and payroll stuffers
• Conduct group education and enrollment meetings at client sites or via webinar as required
• Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients' IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Conduct all business in accordance with established policies and procedures
• Attend onsite and offsite client meetings as necessary
• Other duties as assigned

Knowledge, Skills and Abilities

Required:

• High School Diploma or GED
• 3+ years in group benefits with at least 1+ years in a Client Manager or similar level role
• Licensed in Arizona Health, Life and Disability (or ability to be licensed within 60 days of employment)
• Ability to develop and work with mathematical formulas
• Ability to effectively communicate, both written and verbally, with internal and external parties
• Ability to conduct education and enrollment meetings (comfortable with public speaking)
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

• Some college or technical training in related discipline
• Continuing education such as RHU, REBC, CEBS, or CBP
• Experience using Applied EPIC

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