Client Manager - Employee Health & Benefits - R_306993-6153

This job was posted by https://www.azjobconnection.gov : For more

information, please see: https://www.azjobconnection.gov/jobs/7046385 Position Overview

The Client Manager position is responsible for proactively managing

client service, renewal activities and administration of products for the clients assigned to them. Client Managers serve as a primary day-to-day contact for our clients.

Principal Duties and Responsibilities

• Responsible for day-to-day management of Benefits accounts; develop

solid partnerships with clients\' HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions

• Assist in preparing bid specifications for Requests for Proposal

(RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations

• Manage implementation of new lines of coverage and carrier changes

and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation

• Prepare employee communications materials such as brochures, flyers

and payroll stuffers

• Conduct group education and enrollment meetings at client sites or

via webinar as required

• Proof booklets and contracts for accuracy; report inaccuracies to

the carrier(s) for correction; request Schedule As for clients\' IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them

• Responsible for electronic file set-up and maintenance, along with

ongoing filing and documentation of client meetings/issues/decisions

• Plan, prioritize and complete day-to-day workload taking into

account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met

• Conduct all business in accordance with established policies and

procedures

• Attend onsite and offsite client meetings as necessary
• Other duties as assigned

Knowledge, Skills and Abilities

Required:

• High School Diploma or GED
• 3+ years in group benefits with 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)

Preferred:

• Some college or technical training in related discipline
• Continuing education such as RHU, REBC, CEBS, or CBP
• Experience using BenefitPoint

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