Client Manager, Employee Benefits
On-siteBethesda, Maryland, United States
Job Summary
Manage client service calendars, handling onboarding, renewal negotiations, compliance alerts, 5500 filings, and Open Enrollment execution. Prepare client presentations with claim reports, renewal details, and data for marketing efforts to seek alternative coverages. Present executive summaries covering claim experience, benchmarking, rate renewals, and renewal recommendations while managing policy activity aspects for assigned accounts. Resolve client inquiries by working with insurance partners and internal teams, and conduct enrollment meetings using prepared collateral. Review existing programs to determine additional insurance lines and solicit marketplace proposals. Cultivate relationships with clients and partners while maintaining in-depth knowledge of company resources and firm processes.
Required Qualifications
- Strong presentation skills, both verbal and written communications
- Current state License
- Bachelor's degree
- 2+ years of related experience
- Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint
- ability to learn any other appropriate insurance company and firm software systems
- demonstrating strong organizational skills
- high attention to detail
- Responsible for knowing the requirements and attributes of all insurance company partners
- maintaining in depth knowledge of the company and their website resources
Desired Qualifications
- Bachelor's degree preferred
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