Description

Position Overview
The Senior Client Manager - Middle Market position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Senior 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 Applied EPIC

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