Senior Client Manager - Employee Health & Benefits

ООО «ХАГЕМАЕР ГРУПП»; Scottsdale (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

The Senior Client Manager will proactively manage client service, renewal activities and administration of Benefits accounts for assigned clients, serving as the primary day-to-day contact.

You will develop partnerships with clients' HR managers, coordinate proposals and enrollment meetings, and ensure accurate paperwork and timely carrier updates.

This role emphasizes strong communication, rigorous data handling, and the ability to work with cross-functional teams to implement new coverages.

Qualifications

• 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 communicate effectively with internal and external parties.
• Ability to conduct education and enrollment meetings (public speaking).
• Strong time management and organizational skills.

Responsibilities

• Manage day-to-day administration of Benefits accounts and renewals.
• Develop partnerships with clients' HR managers and staff.
• Prepare client proposals and conduct presentations.
• Coordinate implementation of new lines of coverage and carrier changes.
• Prepare employee communications materials such as brochures and payroll aids.
• Conduct education and enrollment meetings at client sites or via webinar.
• Ensure accuracy of all paperwork; report inaccuracies to carriers for correction.
• Attend client meetings and help with planning and execution of services.

Skills

Client relationship management

Verbal & written communication

Public speaking

Time management

Team collaboration

Education

High School Diploma or GED

Some college or technical training

RHU/REBC/CEBS/CBP (preferred)

Tools

Microsoft Office

Job description

Position OverviewThe 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 solutionsAssist 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 presentationsManage implementation of new lines of coverage and carrier changes and insure smooth launch/transition
• complete all new/renewal business paperwork and internal documentationPrepare employee communications materials such as brochures, flyers and payroll stuffers
• conduct group education and enrollment meetings at client sites or via webinar as requiredProof 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 themResponsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisionsPlan, 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 metConduct all business in accordance with established policies and proceduresAttend onsite and offsite client meetings as necessaryOther 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 disciplineContinuing education such as RHU, REBC, CEBS, or CBPExperience using Applied EPIC#LI-DNI#MMAWEST