The Fedeli Group · 1 week ago
Client Manager – Employee Benefits
Independence, OH
Full-time
Hybrid
Mid Level
3+ years expThe Fedeli Group is seeking a Client Manager to ensure the successful implementation and ongoing service management of health and welfare employee benefit plans. The role involves project management for renewals and new lines of business, providing guidance on claims and compliance, and ensuring client satisfaction through effective service management.
ConsultingFinancial ServicesReal Estate
Responsibilities
Facilitate client implementation timelines and execution from inception through delivery
Work with carriers on all implementation tasks, including implementation meetings and deliverables (census elections, carrier termination letters, signature documents and associated implementation deliverables)
Review key implementation documents for accuracy and client intent including contract, and certificates
Present, coordinate and review open enrollment material for accuracy and client intent
Update and Peer Review Benefit Guides based on changes during open enrollment. Provide to Client Executive for Final review
Ensure client satisfaction with The Fedeli Group’s service performance. Provide guidance, problem solving and day-to day service management to ensure a successful client experience
Manage escalated service billing, claims and other service issues. Must understand when to seek guidance from Client Executive when escalated or needs guidance
Actively participate in monthly team meetings with Client Executive to review status of work plan for each client when necessary
Actively participates in stewardship meetings, renewal strategy and recommendation meetings
Assists with the completion of the Annual Stewardship report, including Client Advocacy, Goals setting
Manage and execute new and existing client onboarding process: HRWS, Fedeli Communications, Business Associate agreements, broker of record letters, data release authorizations, carrier portal authorizations, etc
Actively participate in compliance audit meetings with Client Executive. Complete Compliance Audit Checklist and provide to Client Executive for delivery to client
Assist Client Executive with various Regulatory Compliance requirements (PCORI Fee, RxDc reporting, Affordability)
Peer review all client facing documents and contracts and complete applicable sign-off sheet. Provide to Client Executive for final review
Ensure that all client related documentation is accounted for and organized per company guidelines, including: Carrier benefit summaries, SBC’s contracts and certificates
Prepare Renewal Summary within 30 days after renewal
Regulatory Compliance Reviews
Ensure agency management system is accurately reflected with carrier contacts, client contacts (to include distribution codes and birthday)
Collaborate with Client Executive and other team members to complete client projects: prescriptions re-pricing, network discounts and other projects as requested
Qualification
Required
At least three years of experience providing outstanding client service in the employee benefits industry
Timeliness, accuracy, attention to documentation protocols, and collaboration with clients, fellow team members, and carrier partners
Ability to write with clarity and purpose
Desire to work in a team environment
Relationship building skills – clients, carriers, and associates
Project management – design, implementation, execution
Proficiency in Microsoft Excel (intermediate)
Employee benefit program knowledge: products, contract features, ERISA (as applied to the management of health and welfare plans)
A commitment to accuracy and peer review
Preferred
A bachelor's degree
Industry professional designations such as CEBS or similar
Demonstrating niche expertise (e.g. filing requirements, carrier systems, contract review)
Company
The Fedeli Group
The Fedeli Group is a Cleveland based firm specializing in employee benefits consulting as well as property and casualty risk management.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jennifer Tookman
Chief Financial Officer
Company data provided by crunchbase