Client Partner

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager, Client Care Operations

• Client Relationship Management: Build and maintain strong relationships with clients, serving as the primary point of contact for all health and benefits inquiries and issues.
• Program Administration: Oversee the implementation and administration of employee health and benefits programs, including health insurance, dental, vision, and wellness initiatives.
• Strategic Planning: Collaborate with clients to assess their needs and develop tailored benefits solutions that align with their organizational goals and budget.
• Compliance Oversight: Ensure that all health and benefits programs comply with federal and state regulations, including ERISA, HIPAA, and ACA requirements.
• Reporting and Analysis: Prepare and present reports on benefits utilization, claims trends, and program effectiveness to clients, providing insights for decision-making.
• Vendor Management: Liaise with insurance carriers and vendors to negotiate contracts, resolve issues, and ensure the delivery of services meets client expectations.
• Open Enrollment Support: Lead the open enrollment process, including communication strategies, employee education, and enrollment logistics.
• Training and Development: Provide training and support to clients and their employees on benefits programs, changes, and best practices.
• Problem Resolution: Address and resolve any client issues related to claims, plan administration, and service delivery in a timely manner.
• Team Collaboration: Work closely with internal teams, including sales, underwriting, and compliance, to ensure seamless service delivery and client satisfaction.
• Account Servicing: Assist the Employee Health & Benefits Producer and team in servicing existing accounts, including renewals and maintaining customer files.
• Communication Materials: Develop communication materials, including Benefit Enrollment Guides, and coordinate employee enrollment meetings.
• Documentation Review: Review Summary Plan Documents (SPDs) and agreements/contracts for accuracy and assist clients with resources related to HIPAA, COBRA, FLEX, ERISA, etc.
• Enrollment Management: Verify accuracy and completion of enrollment applications and transmit to carriers, assisting policyholders with claim forms, policy changes, and cancellations.

Employee Health & Benefits Client Manager

• Drive Strategic Prospecting and Deal Closure - Own and nurture key executive & C-suite/L2 relationships to understand and anticipate all potential needs that IRM could support.
• Lead the full sales cycle, including joint ownership of contract negotiations, required documentation, and team coordination to close deals and secure revenues.
• Shape and Solution Complex Client Needs - Lead discovery and first meetings, driving a relevant and differentiated solution play that matches customer demands with IRM's proposition.
• You will drive "process forward" innovations, particularly focusing on customer-driven innovation.
• Lead Account Management and Planning - Own overall account strategy, defining the vision, white space mapping, competitive landscape, and stakeholder mapping.
• You will also act as the quarterback for accounts, accountable for everything from opportunity identification to issue resolution.

• Conduct personnel management activities including performance management
• Create a supportive environment for team engagement
• Implement strategy with senior management
• Collaborate to ensure customer needs are prioritized
• Evaluate current processes for issues and efficiencies
• Manage queries and concerns promptly and effectively

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Manager, Client Care Operations

Employee Health & Benefits Client Manager

Client Partner

Client Manager