Client Manager – Regional Accounts, Group Benefits

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Deliver outstanding support and customer service to designated employer-group accounts ranging from 100 to 499 lives.

• Educate and guide clients on LOA, FMLA, STD, LTD, Life, voluntary options, and state-specific statutory products.

• Oversee the submission of new cases, manage renewal activities, and process amendments.

• Identify opportunities for additional coverage lines and enhancements to existing plans.

• Engage in face-to-face meetings with clients and brokers.

• Advocate for new product offerings and improved product features.

• Suggest plan modifications when necessary.

• Assist with enrollment and re-enrollment activities.

• Lead enrollment meetings and participate in benefit fairs as required.

• Build and maintain relationships with Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors.

• Work collaboratively with both internal and external stakeholders to ensure optimal outcomes.

⛳️ Requirements

• High School Diploma is required.

• A Bachelor's degree is preferred.

• A minimum of 3 years of progressive experience in employee benefits, client management, or sales support within the employee benefits insurance sector.

• Professional certification is mandatory: Life and Disability insurance license for the resident state within the assigned hub.

• The license must be secured within 6 months of the hire date and maintained by fulfilling all continuing education, payment, and other state Department of Insurance requirements.

• Travel may be necessary based on the role, assigned caseload, and territory obligations.

• Candidates must reside in New Jersey, Pennsylvania, Delaware, Connecticut, Vermont, or Massachusetts.

• A criminal background check and verification of employment, education, and licensing are required.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan featuring matching contributions from the company.

• Annual incentive bonus plan.

• 11 paid holidays.

• 2 wellness days.

• 8 volunteer hours each year.

• Paid Time Off (PTO) increases with tenure.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Assistance for adoption/surrogacy.

• Employee giving program that matches donations to eligible nonprofits and schools at double the rate.