What You’ll Be Responsible For:

• Build strategic relationships with Mid-Market & Large clients (100-500 + lives) and carrier partners.
• Manage client project plans and lead client calls, serve as the primary contact for clients. 
• Support the Business Consultant and Sr. Business Consultant on client accounts and lead standard accounts with minimal guidance.
• Demonstrate proficiency in order to explain technical analysis with regards to plan renewal, marketing, budgeting, contribution scenarios and demographic analysis.
• Create client meeting deliverables and participate in the meetings.
• Lead and manage the annual client calendar including strategic planning, renewal and marketing processes for clients.
• Attend and conduct client meetings, including renewal and open enrollment.
• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the EB Systems team, and have basic knowledge of systems and Electronic Data Integration (EDI).
• Develop and deliver communication strategies for clients.
• Responsible for staying abreast of latest compliance and benefit trends.
• Review and oversee outsourced tasks before distribution to the client.
• Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
• May train the next level down (i.e. Sr. Client Manager may train Client Manager).

Qualifications:

• Minimum of 4+ years of employee benefits experience in a brokerage setting supporting clients ranging from 100-500 + lives.
• Deep understanding of insurance industry knowledge.
• Experience with Funding options - specifically self-funding knowledge.
• Exceptional communication skills:  written, public speaking and presentation preparation.
• Outstanding customer service skills, diplomacy, professionalism, and tact.
• Ability to analyze data, adopt use of new technology systems and software applications, including advanced proficiency in Microsoft Office.
• Ability to be resourceful, take initiative, solve problems, offer solutions, and make process improvements.
• Works well with others in a fast-paced environment and be responsive to co-workers and colleagues.  Ability to train, delegate, provide oversight and give feedback 
• Adaptability and flexibility to proactively address issues and client needs.
• Ability to multi-task, understand urgency and deal with changing priorities and deadlines.
• Skilled at strategic project planning including time management.
• Ability to forge relationships and build trust with clients, carriers, and internal stakeholders.
• Independently manage accounts and support complex accounts with minimal guidance from Client Services Director.

Required Certificates, Licenses, Registration:

• CA Department of Insurance Life License required.