Senior Client Manager – Major Market
Newfront
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $99,600 - $124,500 per year
Job Level
About the role
- 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.).
Requirements
- Minimum of 5+ years of employee benefits experience in the Mid-Market and Large Group space is required.
- 5+ years of Employee Benefits experience in a brokerage setting with Mid-Market and Large Group Clients California-based clients is 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.
- Resident Department of Insurance Life License is required.
Benefits
- Medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
technical analysisdata analysisElectronic Data Integration (EDI)compliance deliverablesproject planningbudgetingdemographic analysismarketing processesclient technology solutionsproblem solving
Soft Skills
communication skillscustomer service skillsdiplomacyprofessionalismresourcefulnessinitiativeadaptabilityflexibilitymulti-taskingrelationship building
Certifications
Resident Department of Insurance Life License