Employee Benefits Client Manager
Snellings Walters Insurance Agency, Atlanta, GA, United States
This role requires management of a book of business; responsible for servicing, managing, retaining, and growing a high volume of accounts.
Responsibilities include, but are not limited to:
Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing proactive support.
Account Management: Manage existing client accounts, including renewals, implementation of new clients, and ongoing service.
Communication and Education: Develop and deliver communication materials, conduct employee enrollment meetings, and provide clear explanations of benefits plans.
Regulatory Compliance: Assist clients with understanding and complying with relevant regulations like ERISA, COBRA, and HIPAA.
Problem Resolution: Resolve client issues and inquiries in a timely and professional manner.
Renewal Management: Manage the renewal process, including reviewing proposals, negotiating rates, and preparing necessary documentation.
Data Analysis: Analyze utilization reports, carrier reports, and claims data to identify trends and opportunities.
Documentation Review: Review contracts, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and compliance.
Implementation and Onboarding: Assist with the implementation of new clients or additional coverages for existing clients.
Qualifications:
Excellent Communication and Presentation Skills: Ability to clearly communicate complex information to both clients and employees.
Strong Analytical Skills: Ability to analyze data and identify trends in employee benefit plans.
Problem-Solving and Critical Thinking: Ability to identify and resolve complex issues related to employee benefits.
Organizational and Time Management Skills: Ability to manage multiple projects and deadlines effectively.
Knowledge of Employee Benefits: Understanding of various benefit plans, regulations, and industry trends.
Client Relationship Management Skills: Ability to build and maintain strong relationships with clients.
Proficiency with Microsoft Office Suite: Experience with Word, Excel, PowerPoint, and Outlook.
GA Resident Life & Health License
Minimum 3-5 years EB client support/management
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Responsibilities include, but are not limited to:
Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing proactive support.
Account Management: Manage existing client accounts, including renewals, implementation of new clients, and ongoing service.
Communication and Education: Develop and deliver communication materials, conduct employee enrollment meetings, and provide clear explanations of benefits plans.
Regulatory Compliance: Assist clients with understanding and complying with relevant regulations like ERISA, COBRA, and HIPAA.
Problem Resolution: Resolve client issues and inquiries in a timely and professional manner.
Renewal Management: Manage the renewal process, including reviewing proposals, negotiating rates, and preparing necessary documentation.
Data Analysis: Analyze utilization reports, carrier reports, and claims data to identify trends and opportunities.
Documentation Review: Review contracts, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and compliance.
Implementation and Onboarding: Assist with the implementation of new clients or additional coverages for existing clients.
Qualifications:
Excellent Communication and Presentation Skills: Ability to clearly communicate complex information to both clients and employees.
Strong Analytical Skills: Ability to analyze data and identify trends in employee benefit plans.
Problem-Solving and Critical Thinking: Ability to identify and resolve complex issues related to employee benefits.
Organizational and Time Management Skills: Ability to manage multiple projects and deadlines effectively.
Knowledge of Employee Benefits: Understanding of various benefit plans, regulations, and industry trends.
Client Relationship Management Skills: Ability to build and maintain strong relationships with clients.
Proficiency with Microsoft Office Suite: Experience with Word, Excel, PowerPoint, and Outlook.
GA Resident Life & Health License
Minimum 3-5 years EB client support/management
#J-18808-Ljbffr