This job was posted by https://www.azjobconnection.gov : For more
information, please see: https://www.azjobconnection.gov/jobs/6698521
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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