Client Relationship Manager, Flexible Benefits

This is a fully remote position, open to applicants in Colorado, +3 more states.

📋 Description

• Lead the management of a well-established client portfolio to ensure compliance with contractual obligations and deliver service excellence.

• Oversee daily operations and projects to sustain and improve client satisfaction.

• Manage client renewals, servicing, potential terminations, plan documentation, system records, and checklists.

• Assess coverage requirements and pricing, providing recommendations for renewals.

• Keep track of IRS and Department of Labor regulations as well as industry trends, and communicate relevant updates.

• Ensure compliance with standardized procedures and processes.

• Review and audit team members' work for timeliness, quality, compliance, and system efficiency.

• Conduct audits of record-keeping systems and third-party card vendor systems.

• Address inquiries from clients and teammates concerning administration, billing, and claims.

• Cultivate and maintain client relationships, managing issues to enhance retention.

• Mentor and train team members.

• Provide administrative assistance for special projects and the development of new services.

• Attend seminars, training sessions, and carrier meetings.

• Support revenue and client retention goals.

• Create and deliver both on-site and virtual training for clients and participants.

• Act as the primary point of contact for assigned clients, offering strategic guidance.

• Collaborate with internal partners, broker partners, and account managers.

• Maintain precise client records and documentation.

• Serve as an internal subject matter expert.

• Ensure that flexible benefits plans comply with IRS, ERISA, HIPAA, and ACA regulations.

• Make strategic recommendations for plan design based on client data and business objectives.

• Initiate and manage renewals and updates to plan documents.

⛳️ Requirements

• Understanding of Flexible Benefits.

• Experience in client account management.

• Strong skills in client relationship management with excellent communication, service orientation, cooperation, and the ability to resolve issues tactfully.

• Proven experience in sales and upselling within related fields.

• Demonstrated responsiveness, urgency, and professionalism.

• A positive and enthusiastic disposition.

• Proficiency in Microsoft Office Suite and Adobe applications.

• Willingness to travel occasionally for benefit fairs, conferences, and educational events.

• Must possess a Life, Health & Accident License or be able to obtain it within 90 days of employment.

• Required to complete continuing education requirements.

• A four-year degree or equivalent industry experience is necessary.

• Strong organizational capabilities and attention to detail.

• Ability to work independently as well as collaboratively within a team.

• Capacity to research and analyze problems independently.

• Ability to collaborate across different functions.

🏝️ Benefits

• Generous time off, including personal and volunteering days.

• Tuition reimbursement and opportunities for professional development.

• Hybrid work arrangement.

• Charitable contribution matching programs.

• Opportunities for stock purchases.

• Comprehensive health and welfare benefits.

• 401K savings plan and additional retirement options.

• Employee assistance programs.

• Performance-based incentives may be available.

• Competitive total rewards package.