Position Summary
The Employee Benefits Client Manager II is responsible for managing and servicing a portfolio of employee benefits clients, acting as a primary contact for day-to-day account management and strategic benefits administration. This role partners closely with Client Executives, Producers, carriers, and internal service teams to ensure high-quality client service, retention, and growth. The ideal candidate possesses strong knowledge of employee benefits programs, carrier relationships, compliance regulations, and client management best practices.
Key Responsibilities
- Serve as the primary point of contact for a book of employee benefits clients, ranging from small to mid-sized employer groups.
- Build and maintain strong client relationships through proactive communication and consultative service.
- Coordinate and manage annual renewal processes, including gathering underwriting information, reviewing proposals, preparing client presentations, and facilitating renewal meetings.
- Analyze benefit plan options, carrier offerings, and funding arrangements to support client recommendations.
- Collaborate with carriers, vendors, and internal teams to resolve service issues, eligibility concerns, billing discrepancies, and claims-related matters.
- Assist clients with employee benefits administration, including enrollments, terminations, life event changes, and open enrollment processes.
- Support implementation of new benefit plans and carrier transitions.
- Review and prepare client deliverables, including benefit summaries, renewal analyses, benchmarking reports, and employee communication materials.
- Maintain accurate client records within agency management systems and CRM platforms.
- Stay informed on industry trends, carrier products, compliance updates, and regulatory requirements affecting employee benefits programs.
- Identify opportunities to enhance client relationships through additional services and coverage solutions.
- Mentor junior account management staff and provide guidance on service-related matters.
Required Qualifications
Bachelor's degree preferred or equivalent combination of education and experience.
3-7 years of employee benefits account management experience within an insurance brokerage, benefits consulting firm, or agency.
Strong knowledge of:
Medical
Dental
Vision
Life Insurance
Disability Insurance
Voluntary Benefits
Section 125/Cafeteria Plans
COBRA
FMLA fundamentals
Experience working directly with insurance carriers and employer groups.
Proficiency with benefits administration platforms and agency management systems.
Exceptional communication, organization, and problem-solving skills.
Active Life & Health Insurance License preferred or ability to obtain upon hire.
Preferred Qualifications
- Experience supporting employers with 100-5,000 employees.
- Exposure to level-funded, self-funded, and fully insured plans.
- Familiarity with compliance regulations including ERISA, ACA, HIPAA, and COBRA.
- Experience preparing renewal analyses and presenting recommendations to clients.
- Advanced Microsoft Excel, PowerPoint, and reporting capabilities.
Core Competencies
- Client Relationship Management
- Benefits Consulting
- Renewal Management
- Carrier Negotiation
- Project Management
- Compliance Awareness
- Strategic Thinking
- Team Collaboration
- Attention to Detail
- Problem Resolution
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