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Company

Newfront · 1 day ago

Total Rewards - Senior Client Manager, Major Market

United States

Full-time

Remote

Mid, Senior Level

$120K/yr - $150K/yr

5+ years exp

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Responsibilities

Build strategic relationships with Mid-Market and Large Group (over 250+ Lives) clients and carrier partners.

Manage Mid-Market client project plans and lead client calls, serve as the primary contact for clients.

Support Benefit Consultant and Sr. Benefit Consultant on Mid-Market client accounts and lead standard accounts with minimal guidance.

Demonstrate proficiency in explaining technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis.

Create client meeting deliverables and actively participate in the meetings.

Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients.

Attend and conduct client meetings, including renewal and open enrollment.

Manage escalated and complex client issues with minimal guidance.

Manage product and carrier implementations.

Coordinate the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI).

Develop and deliver communication strategies for clients.

Responsible for staying abreast of latest compliance and benefit trends.

Review and oversee outsourced tasks before distribution to the client.

Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).

May train the next level down (i.e. Sr. Client Manager may train Client Manager).

Qualification

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Employee Benefits ExperienceInsurance Industry KnowledgeCA Department of Insurance LicenseProject ManagementCustomer Service SkillsData AnalysisRelationship BuildingStrategic PlanningTraining Skills

Required

Minimum of 5+ years of employee benefits experience in the Mid-Market and Large Group space.

5+ years of Employee Benefits experience in a brokerage setting with Mid-Market and Large Group Clients, CA Based clients a plus.

Exceptional communication skills: written, public speaking and presentation preparation.

Outstanding customer service skills, diplomacy, professionalism, and tact.

Ability to analyze data, adopt use of new technology systems and software applications.

Ability to be resourceful, take initiative, solve problems, offer solutions, and make process improvements.

Works well with others in a fast-paced environment and be responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.

Adaptability and flexibility to proactively address issues and client needs.

Ability to multi-task, understand urgency and work with changing priorities and deadlines.

Skilled at strategic project planning including extended time management.

Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.

Independently manage accounts and support complex accounts with minimal guidance from client lead.

Deep understanding of insurance industry knowledge.

CA Department of Insurance Life License is required.