Client Relationship Manager, Employee Benefits

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

📋 Description

• Oversee a specific portfolio of Regional and National Account clients from the initial implementation phase through ongoing management.

• Facilitate both virtual and face-to-face meetings with clients based on their requirements.

• Collaborate closely with Client Consultants, Account Executives, Underwriters, brokers, and internal service teams.

• Coordinate solutions involving underwriting, claims, billing, implementation, enrollment, tax services, and other business partners.

• Enhance customer and broker engagement through strategic account planning, business reviews, and consultations.

• Advocate for value-added services, product improvements, and cross-selling opportunities.

• Assist in achieving customer retention, growth, profitability, and satisfaction goals.

• Organize annual enrollment activities, communication strategies, and administrative tasks.

• Lead the renewal process alongside Account Executives and Underwriters.

• Keep customer records and documentation in line with enterprise standards.

• Recognize process enhancements that improve customer experience and operational efficiency.

• Convey underwriting concepts, claims experiences, pricing justifications, and benefit plan factors.

• Execute Plan Administration reviews and manage eligibility file feed implementation and upkeep.

• Collaborate with Implementation Teams and Account Executives during the onboarding process.

• Conduct training and onboarding for the Employer Portal.

• Initiate customer welcome calls and facilitate the transition to ongoing account management.

• Aid in discussions regarding plan design, add-issue opportunities, finalist meetings, prospect presentations, and pre-sale initiatives.

• Create and deliver customized solutions for customers.

• Engage in special projects and organizational initiatives.

⛳️ Requirements

• Minimum of 3 years experience in Group Employee Benefits, focused on managing client relationships in account management, customer success, or client service.

• Preference for experience in account management, sales, or underwriting.

• Preferred experience in supporting Regional and/or National Account clients.

• Capability to manage multiple priorities, cultivate strong client relationships, and address complex service challenges.

• Excellent presentation, communication, negotiation, and consultative relationship management abilities.

• Proficient in collaborating with both internal and external stakeholder groups.

• A Bachelor's degree or equivalent practical experience is preferred.

• Group Life & Health License required based on the assigned book of business.

• Must fulfill ongoing continuing education requirements.

• Group Benefits Disability Specialist designation required within one year of employment.

• Willingness and capacity to travel approximately 20% of the time.

• Open to candidates from all U.S. time zones.

🏝️ Benefits

• Options for hybrid or fully remote work.

• Short-term or annual bonus opportunities.

• Long-term incentive plans.

• Immediate recognition initiatives.

• Continuing education support for Group Life & Health License requirements.