CCIG · 15 hours ago
Client Manager
Austin, TX, US
Full-time
Onsite
Entry, Mid Level
$63K/yr - $110K/yr
2+ years expCCIG is a company focused on employee benefits, seeking a Client Manager to serve as the primary point of contact for assigned client accounts. The role involves building strong relationships with clients, managing benefit plans, and ensuring smooth enrollment processes while advocating for clients with insurance carriers and providers.
Health CareInsurance
Responsibilities
Demonstrate alignment with the company’s core values by being a collaborative team player, showing grit and perseverance, actively listening, effectively solving problems, and contributing to a positive and supportive work environment
Act as the primary contact for assigned client accounts, building and maintaining strong, trust-based relationships through proactive communication
Understand client goals and employee demographics to design and manage tailored employee benefits solutions
Coordinate the implementation, enrollment, and ongoing management of employee benefit programs, ensuring smooth transitions and effective stakeholder communication
Monitor and evaluate existing benefit programs, recommending adjustments or improvements based on utilization trends and client feedback
Lead the renewal process, including analyzing proposals, negotiating terms, and advising on plan adjustments to align with client objectives
Ensure compliance with industry regulations (e.g., ERISA, ACA) and provide guidance on adherence to standards
Advocate for clients with carriers and providers to resolve issues and optimize service delivery
Develop and deliver clear, engaging communication materials and presentations for employee education and open enrollment processes
Collaborate with internal teams to provide financial analysis, reports, and strategic recommendations tailored to client needs
Identify opportunities to expand services, support business growth, and foster collaboration with Sales teams to acquire new clients
Provide mentorship and guidance to junior team members to support professional development and teamwork
Additional duties as assigned
Qualification
Required
Must hold Life & Health Insurance license or be willing to obtain one within an agreed upon timeframe
Proactive participation in continuing education classes
Self-driven with strong ability to manage individual responsibilities while contributing to team objectives and collaborative projects
Strong ability to prioritize, manage, and negotiate multiple tasks and deadlines in a fast-paced environment with minimal supervision
Proven ability to produce high-quality, accurate work with strong attention to detail and minimal errors
Proficient in building and maintaining effective relationships with clients, coworkers, carriers, and vendors while thriving in a collaborative team setting
Exceptional written, oral, and interpersonal communication skills, with the ability to provide clear guidance and information
Advanced problem-solving and critical thinking skills, capable of handling complex tasks with both concrete and abstract variables
Deep understanding of employee benefits industry trends, products, legislation, and technology, with a commitment to continuous learning and improvement
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and Adobe products, with advanced skills in Excel, including formula creation, formatting, and template usage
Preferred
Bachelor's degree preferred
2+ years of similar or related experience preferred
Company
CCIG
CCIG is based in Englewood, Colo., and employs a team of over 100 professionals delivering a wide range of business and personal insurance products and services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Rich Hejny
Executive Vice President, Partner
Taylor Rogers
EVP, Partner
Recent News
2026-01-19
Company data provided by crunchbase