Senior Client Relationship Manager, Employee Benefits – Middle Market

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

📋 Description

• Build and sustain robust relationships with designated clients.

• Offer consultancy services by analyzing intricate plan performance data and recommending plan design and coverage strategies.

• Ensure adherence to federal and state regulations.

• Spearhead comprehensive renewal strategies, encompassing benefit options, benchmarking, claims experience, contribution modeling, and alternative plan designs.

• Prepare and present insights, trend analyses, and strategic recommendations during Quarterly Business Reviews.

• Review, enhance, and authorize employee-facing communication materials, such as Benefit Guides.

• Oversee the client compliance calendar and pinpoint emerging compliance risks.

• Collaborate with Client Success Specialists, Advisors, and third-party partners to clarify data requirements and troubleshoot challenges.

• Address escalated enrollment discrepancies, eligibility inquiries, and coverage concerns.

• Coordinate deliverables among internal teams for renewal cycles, onboarding, audits, and significant client events.

• Investigate and resolve billing issues, claim disputes, and endorsement requests.

• Guide colleagues and participate in initiatives aimed at process enhancement.

• Work in conjunction with the Client Executive, Client Success Specialist, Advisor, carriers, and internal support teams.

⛳️ Requirements

• Bachelor's degree in business, insurance, finance, or a related discipline; professional designations are highly preferred.

• Current state license is required (Life & Health).

• 4-6+ years of experience in employee benefits and account management.

• Proven expertise in client service, plan administration, and strategic benefits consulting.

• In-depth understanding of employee benefits processes, market dynamics, exposure analysis, funding arrangements, and renewal cycles.

• Preferred experience in coordinating with offshore teams, shared service centers, or third-party partners.

• Exceptional verbal and written communication skills.

• Capable of delivering presentations to executive decision-makers and employee groups.

• High proficiency in Agency Management Systems such as Brokerage Builder, Microsoft Excel, AI-driven tools, and digital workflow platforms.

• Advanced capability to analyze complex benefits data and assess plan performance.

• Ability to resolve escalated or particularly complex client issues.

• Competence in managing multiple intricate client timelines and adhering to deadlines.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company matching.

• Professional development and continuous learning opportunities.

• Flexible work arrangements and a supportive work environment.