Client Manager – National Benefits

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and maintain consistent professional communication with client representatives to strengthen relationships.

• Investigate and address client inquiries and requests promptly.

• Provide information regarding benefits programs.

• Conduct assessments and offer advice on compliance issues.

• Aid in the preparation of materials and collateral for client meetings.

• Engage in client discussions, documenting conversations and action items.

• Supervise the implementation of new vendors and carriers.

• Examine carrier, vendor, and plan documents along with contracts.

• Keep in touch with carrier and vendor representatives to advocate for clients and resolve issues.

• Develop short- and long-term employee communication strategies with clients.

• Create member-facing materials that explain benefit program features.

• Facilitate in-person, virtual, and telephone sessions for plan participants.

• Provide clients with updates on carrier and vendor partner features and services.

• Contribute to the operations of the client service team and adhere to deadlines.

• Relay client updates to team members while maintaining the task management system.

• Oversee job flow and ensure accuracy of outcomes for the assigned Account Coordinator.

• Support other team responsibilities as necessary.

⛳️ Requirements

• Must obtain and retain a state life and health license in accordance with IMA standards.

• Bachelor's degree in a relevant field or equivalent professional experience.

• Minimum of 3 years of experience in Employee Benefits, preferably with large, complex accounts.

• Proficient in MS Office applications, including PowerPoint, Outlook, Word, Excel, InDesign, and Box.

• Capable of learning and working with agency/client management systems and related software and technology platforms.

• Ability to work independently and with precision, demonstrating strong attention to detail.

• Intermediate written and oral communication skills.

• Strong critical thinking and problem-solving skills.

• Competence in presenting information in person and virtually to groups.

• Intermediate organizational skills, including the ability to prioritize and manage multiple projects with varying deadlines.

• High level of diplomacy and tact while maintaining confidentiality.

🏝️ Benefits

• Annual Performance Bonus

• Stock Purchase

• Medical Plans

• Prescription Drugs

• Dental

• Vision

• Family Assistance Program

• FSA

• HSA

• Pre-Tax Parking Plan

• 401(k)

• Life/AD&D

• Accident insurance

• Critical Illness insurance

• Hospital Indemnity

• Long Term Care

• Short-term Disability

• Long-term Disability

• Business Travel Accident insurance

• Identity Theft protection

• Paid Time Off

• Flexible Work Options

• Paid Holidays

• Sabbatical

• Gift Matching

• Well-Being Stipend

• Personal and Professional Development

• Part ownership through stock purchase/ownership business model