Benefits Relationship Manager Long Island

The right candidate is a trusted advisor who understands the nuances of self-funded health plan administration in the public sector space and can speak credibly to both the technical and strategic aspects of benefit plan design. The Benefits Relationship Manager will serve as the primary point of contact for plan sponsors, brokers, and union trustees — maintaining and deepening those relationships while identifying opportunities for growth.

A specialized Benefits Administrator is seeking a senior-level Benefits Relationship Manager to take ownership of an established book of business. This is a rare opportunity for a benefits professional who is ready to step into the lead client-facing role at a boutique, highly specialized firm with deep expertise in self-funded health plan administration.
The organization has been in operation for 30+ years, primarily serving union and public sector clients across the region. With a strong operational foundation and a loyal client base, the incoming leader will assume primary responsibility for the client relationships.
 
About the Role
This position oversees an existing book of business generating approximately $2M in revenue. The Benefits Relationship Manager will serve as the primary point of contact for plan sponsors, brokers, and union trustees — maintaining and deepening those relationships while identifying opportunities for growth. The right candidate is a trusted advisor who understands the nuances of self-funded health plan administration in the public sector space and can speak credibly to both the technical and strategic aspects of benefit plan design.
This role is largely hybrid/remote, with regular client visits and meetings required.
 
KEY RESPONSIBILITIES

• Serve as the primary relationship manager for an established book of union and public sector clients
• Own the client experience from onboarding through ongoing plan management and renewals
• Partner with brokers and plan sponsors to develop and maintain benefit packages aligned with client goals
• Present claims audit findings, utilization trends, and cost projections to plan sponsors, trustees, and HR leadership
• Serve as a credible advocate for the firm's data-driven consulting approach in client meetings and renewals
• Communicate plan performance, claims trends, and cost strategies to key stakeholders
• Identify cross-sell and retention opportunities within the existing book
• Collaborate closely with internal operations and administration teams
• Represent the firm at client meetings, open enrollments, and trustee board presentations

QUALIFICATIONS

• 10+ years of experience in employee benefits, TPA administration, or benefits consulting
• Deep familiarity with self-funded / level funded health plan structures, including claims auditing, utilization management, and cost trend analysis
• Experience working with union clients, Taft-Hartley funds, and/or public sector plan sponsors strongly preferred
• Established relationships with brokers and plan sponsors in the tri-state area
• Comfortable operating independently as the lead client-facing professional
• Strong communicator with the ability to present to trustees, HR leadership, and CFOs
• Active NY insurance license preferred or ability to obtain

 
COMPENSATION

• Base salary: commensurate with experience
• Performance-based bonus opportunity
• Benefits package included
• Hybrid/remote flexibility with client-facing travel as needed