Senior Client Manager

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

📋 Description

• Act as the main point of contact and subject matter expert for employee benefits accounts.

• Oversee daily client service, manage escalations, and address complex inquiries regarding coverage or compliance.

• Evaluate client census and experience data for both new and renewal business opportunities.

• Perform carrier marketing, gather quotes, compare plan designs, and assess alternatives.

• Deliver recommendations to clients, including senior HR and leadership stakeholders.

• Negotiate premiums, plan terms, and commissions with carriers and vendors on behalf of clients.

• Spearhead open enrollment planning and execution, including employee communications.

• Create client presentations, proposals, and benefit summaries.

• Assist Producers with sales activities and new business growth.

• Ensure accurate documentation in agency management systems and CRM tools.

• Collaborate effectively with Producers, Client Executives, and service teams.

• Mentor junior staff and facilitate team workflows.

• Handle multiple deadlines, priorities, and client deliverables.

⛳️ Requirements

• A minimum of 5 years of experience in employee benefits account management within a brokerage, consulting firm, or health insurance carrier.

• Comprehensive understanding of benefits renewals, plan design, and carrier markets.

• Experience working with mid-market or large group employee benefits clients is preferred.

• Proficient in Microsoft Excel, Word, and PowerPoint.

• Ability to excel in a deadline-oriented, client-facing environment.

• Outstanding communication, organizational, and problem-solving skills.

• Active California Life & Health Insurance License is required.

• Professional designations such as CEBS, PHR, BGA, or CLU are preferred.

🏝️ Benefits

• Generous paid time off and company holidays.

• Paid parental leave and family-supportive benefits.

• 401(k) plan with company match.

• Medical, dental, vision, wellness, and EAP programs.

• Opportunities for professional development, tuition reimbursement, and mentorship.

• Employee recognition programs and referral bonuses.

• Employee Resource Groups and a culture of inclusivity.