Client Manager (National Benefits)

📋 Description

• Maintain regular and professional communication with client representatives to develop strong
• Research and resolve client questions, requests, and benefit-related issues in a timely and
• Provide guidance on benefits programs and assist with reviews of compliance-related matters
• Prepare meeting materials and collateral, actively participate in client discussions, and document
• Oversee new carrier and vendor implementations while reviewing related plan documents, contracts
• Maintain regular communication with carrier and vendor representatives to advocate for clients and

🎯 Requirements

• At least 3 years of Employee Benefits experience, preferably supporting large and complex accounts
• Hold and maintain the required state life and health license in accordance with applicable standards
• Bachelor's degree in a relevant field or equivalent professional experience
• Intermediate proficiency with Microsoft Office applications (PowerPoint, Outlook, Word, Excel) and
• Comfortable learning and using agency, client management, and other technology platforms
• Ability to work independently and accurately with high attention to detail and confidentiality

🎁 Benefits

• Annual performance bonus
• Stock purchase program
• Medical, prescription drug, dental, and vision coverage
• Flexible spending and health savings account options
• 401(k) retirement plan
• Life and AD&D insurance