Client Manager, Employee Benefits

The MJ Companies

Carmel1d ago

About the role

ABOUT THE JOB This role will guide clients through their benefits program needs, offering both short- and long-term solutions. Key responsibilities include project planning, project management, implementation, and the daily management of employee benefits vendors. This role provides day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility.    ESSENTIAL FUNCTIONS Client Onboarding and Implementation  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1">Manage new client onboarding and benefit administration configurations. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1">Work with Client Executive to execute implementation processes, including meetings, documentation, and coordination with carriers and vendors. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1">Set up new groups, renewals, and terminations, ensuring seamless client transitions and accurate record maintenance. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1">Participate in client meetings as needed. </li> </ul> Client and Vendor Relations  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1">Serve as day-to-day point of contact for clients and vendors, handling queries, meetings, and communications, including escalated claims and eligibility issues. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1">Maintain client advocacy lists and manage billing and enrollment audits to ensure service quality. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="10" data-aria-level="1">Save and organize crucial correspondence and meeting notes to ensure consistency and accessibility of information. </li> </ul> Compliance and Reporting  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="11" data-aria-level="1">Assist in preparing and reviewing documents like NQTL Analysis Forms and COBRA updates to ensure regulatory compliance. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="12" data-aria-level="1">Coordinate annual compliance tasks for clients in collaboration with internal Compliance Team </li> </ul> Marketing and Renewals  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="13" data-aria-level="1">Lead and project manage the renewal and marketing process, including preparing and distributing RFP packets, analyze and view proposals; provide recommendations to the Sales/Consulting team </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="14" data-aria-level="1">Engage in pre-marketing strategies, gather analytics for marketing and ensure client needs are met effectively. </li> </ul> Financial Management  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="15" data-aria-level="1">Review and maintain executed client contracts, plan documents, SBCs, SPDs, Business Associate Agreements and amendments for accuracy; provide final approval to carrier/TPA, and coordinate delivery to client </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="16" data-aria-level="1">Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data </li> </ul> Open Enrollment and Communications  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="17" data-aria-level="1">Facilitate open enrollment sessions, using tools like Knovio for presentations and handling communication tasks to ensure smooth operations. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="18" data-aria-level="1">Review and assist in updating benefit guides to ensure they are comprehensive and reflective of current offerings. </li> </ul> Operational Support  <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="19" data-aria-level="1">Manage carrier communications, including termination letters and documentation related to sold proposals and renewals. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="20" data-aria-level="1">Update essential operational documents like the EB Playbook and Benefits Inventory to keep internal teams informed and aligned with client needs. </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="21" data-aria-level="1">Ensure internal systems are up-to-date and accurate; maintain client benefit plan information in Agency Management System and Document Management System </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="22" data-aria-level="1">Attend team and department meetings as needed</li> </ul>   EDUCATION <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="30" data-aria-level="1">Bachelor’s degree preferred</li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="31" data-aria-level="1">Life & Health License (required upon hire) </li> </ul>   KNOWLEDGE AND EXPERIENCE <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="32" data-aria-level="1">Preferred minimum of 5 years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="33" data-aria-level="1">Demonstrated skills: project management, prioritization, problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="34" data-aria-level="1">Excellent verbal and written communication skills; professional presentation skills </li> </ul>   TECHNICAL FUNCTIONS <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="35" data-aria-level="1">Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint) </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="36" data-aria-level="1">Familiar with the use of an Agency Management System and Document Management System (BenefitPoint experience a plus) </li> </ul> <ul> <li data-leveltext="+" data-font="Century Gothic" data-listid="15" data-list-defn-props="{"134224900":true,"335551500":2723493,"335552541":1,"335559685":720,"335559991":360,"469769226":"Century Gothic","469769242":[8226],"469777803":"left","469777804":"+","469777815":"hybridMultilevel"}" data-aria-posinset="37" data-aria-level="1">Strong project management and client service skills</li> </ul>

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