Senior Client Manager, Total Rewards
5 days ago
🏡 Remote – New York
Description
• Build strategic relationships with Mid-Market and Large Group (over 250+ Lives) clients and carrier partners. • Manage Mid-Market client project plans and lead client calls, serve as the primary contact for clients. • Support Benefit Consultant and Sr. Benefit Consultant on Mid-Market client accounts and lead standard accounts with minimal guidance. • Demonstrate proficiency in explaining technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis. • Create client meeting deliverables and actively participate in the meetings. • Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients. • Attend and conduct client meetings, including renewal and open enrollment. • Manage escalated and complex client issues with minimal guidance. • Manage product and carrier implementations. • Coordinate the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI). • Develop and deliver communication strategies for clients. • Responsible for staying abreast of latest compliance and benefit trends. • Review and oversee outsourced tasks before distribution to the client. • Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.). • May train the next level down (i.e. Sr. Client Manager may train Client Manager).
Requirements
• Minimum of 5+ years of employee benefits experience in the Mid-Market and Large Group space. • 5+ years of Employee Benefits experience in a brokerage setting with Mid-Market and Large Group Clients, CA Based clients a plus. • Exceptional communication skills: written, public speaking and presentation preparation. • Outstanding customer service skills, diplomacy, professionalism, and tact. • Ability to analyze data, adopt use of new technology systems and software applications. • Ability to be resourceful, take initiative, solve problems, offer solutions, and make process improvements. • Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback. • Adaptability and flexibility to proactively address issues and client needs. • Ability to multi-task, understand urgency and work with changing priorities and deadlines. • Skilled at strategic project planning including extended time management. • Ability to forge relationships and build trust with clients, carriers, and internal stakeholders. • Independently manage accounts and support complex accounts with minimal guidance from client lead. • Deep understanding of insurance industry knowledge. • CA Department of Insurance Life License is required.
Benefits
• Wellness culture leading to healthier, happier employees. • Opportunities for work-life balance. • Supportive environment valuing DE&I.
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