Client Relationship Manager

Client Relationship Manager

About the Opportunity

A growing third-party benefits administration and consulting organization is seeking a Client Relationship Manager to join its Client Services team. This individual will serve as the primary point of contact for a portfolio of complex client accounts, acting as a strategic partner while ensuring exceptional service delivery, compliance, and client satisfaction.

What You'll Be Doing

• Serve as the lead relationship manager for key client accounts, delivering proactive service and retention-focused support.
• Build and maintain strong relationships with client contacts, vendor partners, and insurance carriers.
• Take ownership of complex client issues and coordinate resolutions across internal teams.
• Support communication strategies related to employee benefits programs, including enrollment and educational initiatives.
• Analyze plan data and account activity to identify opportunities for process improvements and enhanced client experience.
• Partner with internal departments to support annual renewals and ongoing account management activities.
• Ensure compliance with applicable regulations and administrative requirements.
• Monitor claims activity and provide consultative support to clients regarding benefit administration matters.
• Maintain accurate records and protect sensitive client information.

What We're Looking For

• Bachelor's degree or equivalent combination of education and relevant experience.
• 3-5+ years of experience within employee benefits, insurance, benefits administration, consulting, or a related field.
• Prior experience managing client relationships and serving as a primary point of contact.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication abilities, including presentation experience.
• Proficiency with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
• Ability to work independently while collaborating effectively within a team environment.
• Industry licenses or certifications are a plus but are not required.
• Ability to travel periodically for client meetings and benefit-related events.