Client Relationship Manager, Employee Benefits
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Client Relationship Manager managing employee benefits programs as the primary liaison for clients and insurance carriers. Ensuring compliance and driving client satisfaction through tailored solutions and expert guidance.
Responsibilities:
- Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.
- Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
- Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
- Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
- Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
- Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
- Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
- Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Requirements:
- Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
- Current state License required (Life & Health)
- 2-4+ years of employee benefits and account management experience.
- Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
- Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
- Experience coordinating with offshore teams or third‑party partners is preferred.
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Similar Jobs
Partner Manager
Partner Manager at WeVideo operationalizing and scaling co-sell and referral programs with partners. Demonstrating sales skills and impacting revenue in Sales and Strategic Alliances.
Senior Account Manager
Sr Account Manager at Honeywell managing key customer accounts in the Industrial Automation sector. Develop relationships and identify opportunities for revenue growth.
Client Relationship Manager, Commercial Risk – Middle Market
Client Relationship Manager managing commercial insurance programs for The Baldwin Group clients. Collaborating with stakeholders to ensure compliance and relationship satisfaction.
Senior Key Account Manager, Enterprise
Senior Key Account Manager driving high-impact enterprise relationships for veterinary software solutions at Instinct Science. Seeking experienced candidates for a remote role in a compassionate team setting.
Administrator – Estate Management, Account Management Services
Administrator for Estate Management supporting operational management for JLL across EMEA. Requires English fluency and strong MS Office skills, with real estate knowledge as a plus.
Channel Account Manager
Channel Account Manager focused on partner management and selling SOTI products. Work in a fast-paced environment with leading-edge technologies and complex projects.
Partner Account Manager
Partner Account Manager engaging and developing key accounts in the SMB sector for retirement benefits. Accelerating partner relationships to expand financial independence access across the United States.
Key Account Manager
Key Account Manager developing customer partnerships and driving revenue growth. Responsible for new initiatives and collaborating closely with the new business head in a 100% home office role.
Sales Account Manager – Heavy Duty Fleet
Sales Account Manager focused on driving MAHLE sales growth within the heavy duty product segment. Utilizing professional selling techniques to manage customer relationships and increase profitability growth.
VP, Relationship Manager
VP, Relationship Manager at Verdant Capital responsible for developing client relationships and managing portfolios. Focused on profitable growth through tailored equipment financing solutions, while ensuring credit quality and compliance.
Junior Partner Account Manager, Chinese, English, Russian
Junior Partner Account Manager at Social Discovery Group managing partner relationships and communications. Work involves onboarding partners and managing affiliate inquiries in a remote setup.
Junior Partner Account Manager – Portuguese, English, Russian
Junior Partner Account Manager/Assistant at Social Discovery Group focusing on managing partners and communication. Working in a remote capacity with an international team to tackle social discovery issues.
Senior Account Manager – B2C Local
Senior Account Manager driving marketing strategies and client communication at Disruptive Advertising. Focused on B2C local clients in the home services industry.
Territory Manager, CardioMEMS
Territory Manager responsible for sales and account management for CardioMEMS in healthcare. Expanding relationships and managing device adoption through physician engagement and territory strategy.
Account Manager
Account Manager at Beyondsoft, managing strategic client accounts and driving sales growth for Microsoft solutions. Focused on delivering tailored IT services aligned with client needs.
Account Manager, Enterprise
Manage sales engagements into named accounts for Fortinet. Create territory plans and build executive relationships to achieve sales goals.
Regional Account Manager, SLED
Regional Account Manager responsible for managing business in assigned territory for Fortinet. Focus on sales performance, customer engagement, and territory planning.
Named Account Manager, SLED
Named Account Manager collaborating with SLED accounts to drive sales and build relationships for Fortinet solutions. Responsible for achieving sales goals and coordinating internal teams for proposals.
Regional Account Manager
Named Regional Account Manager responsible for Mid-Market accounts at Fortinet. Driving sales, building relationships, and achieving quotas in the B2B technology space.
Account Manager
Account Manager responsible for managing customer accounts and driving revenue growth at Phocas Software. Collaborating with Customer Success and cross-functional teams for customer value maximization.