Senior Client Manager - Employee Health & Benefits

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.

Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Principal Duties and ResponsibilitiesResponsible 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 stuffersConduct 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 AbilitiesRequired:High School Diploma or GED3+ years in group benefits with at least 1+ years in a Client Manager or similar level roleLicensed in Arizona Health, Life and Disability (or ability to be licensed xzbcwsv within 60 days of employment)Ability to develop and work with mathematical formulasAbility to effectively communicate, both written and verbally, with internal and external partiesAbility to conduct education and enrollment meetings (comfortable with public speaking)Excellent time management, organizational and multi-tasking skills with high attention to detailAbility to build and maintain effective relationships with clients, carriers and peersAbility to work independently and in cross-functional teamsProficiency 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