Client Partner

• Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients’ HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
• Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
• Manage implementation of new lines of coverage and carrier changes and ensure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
• Prepare employee communications materials such as brochures, flyers and payroll stuffers
• Conduct group education and enrollment meetings at client sites or via webinar as required
• Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients’ IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Conduct all business in accordance with established policies and procedures
• Attend onsite and offsite client meetings as necessary

Senior Client Manager – Employee Health & Benefits

Assistant Client Manager