Senior Client Manager - Employee Health & Benefits
On-siteScottsdale, Arizona, United States or Tucson, Arizona, United States
Job Summary
Manage Benefits accounts by developing partnerships with HR managers, resolving service issues, and implementing timely carrier solutions. Assist in preparing bid specifications for RFPs, analyze quotes, and negotiate with insurance carriers to present competitive proposals. Manage implementation of new coverage lines, complete renewal paperwork, and conduct group education meetings at client sites or via webinar. Proof booklets and contracts for accuracy, report IRS Form 5500 filing issues, and notify clients of legislative changes. Maintain electronic file sets and prioritize daily workload to meet internal and external deadlines while adhering to established policies.
Required Qualifications
- High School Diploma or GED
- 3+ years in group benefits
- at least 1+ years in a Client Manager or similar level role
- Licensed in Arizona Health, Life and Disability (or ability to be licensed within 60 days of employment)
- Ability to develop and work with mathematical formulas
- Ability to effectively communicate, both written and verbally, with internal and external parties
- Ability to conduct education and enrollment meetings (comfortable with public speaking)
- Excellent time management, organizational and multi-tasking skills with high attention to detail
- Ability to build and maintain effective relationships with clients, carriers and peers
- Ability to work independently and in cross-functional teams
- Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Desired Qualifications
- Some college or technical training in related discipline
- Continuing education such as RHU, REBC, CEBS, or CBP
- Experience using Applied EPIC
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