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Client Manager
Alera Group Chandler, AZ
$49k-63k (estimate)
Full Time | Insurance 10 Months Ago
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Alera Group is Hiring a Client Manager Near Chandler, AZ

OVERVIEW

Benefit Commerce Group, an Alera Group company, is seeking a personable and talented Client Manager for a new hybrid employee benefits opportunity based out of their Chandler, AZ office location!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization!

The Client Manager performs a variety of client management activities related to the day-to-day management of BCG’s Group Benefit clients. This position works closely with BCG Benefit Consultants to develop and implement overall benefit strategy and recommendations. In addition, this position must have a good understanding of Large and Small Group products and benefits, Self-Funded, Fully Insured and Level Funded concepts, ACA, COBRA, HIPAA laws and other State and Federal regulations. This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness. 

RESPONSIBILITIES

This job description in no way states or implies that these are the only duties to be performed by this employee. He or she will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

  • Facilitates renewal discussions and negotiations with the insurance carriers.
  • Responsible for effectively managing calendar of client activities and independently coordinating information in preparation for renewals.
  • Facilitates regular meetings including the mid-year and renewal meeting, as well as Wellness strategy.
  • Develop relationships with key client contacts (such as HR leaders and C-suite).
  • Grow block of business with new clients and new lines of coverages.
  • Carrier and client interface to solve all aspects of assigned client service responsibilities to include requests for proposals (RFP), benefit clarification, benefit design, enrollment procedures, renewal processes and general client service follow-up for medical, pharmacy, dental, vision, FSA and Cobra.
  • Serve as primary relationship manager for the Client Manager’s assigned clients. This includes educating clients on our services, setting expectations, accepting feedback, project managing special needs or requests, becoming the resident expert on the clients benefit plans and eligibility rules, researching and responding to questions and issues that come up promptly and accurately.
  • Coordinate resources (subject matter experts) into meetings as needed to facilitate client service delivery.
  • Independently manage and coordinate client annual renewal process to ensure that client deliverables are met and all steps are carried out effectively. 
  • Act as the liaison between all carriers and vendors to coordinate and implement changes, renewals, and new client business.
  • Performs all duties related to establishing the set-up of new groups and renewal of existing groups.
  • Perform on-site enrollment meetings at the client’s location.
  • Ability to interpret various contracts including excess loss contracts, administrative agreements, trusts documents, plan documents, certificates, and related documents with assistance from a senior level member of the Client Services team.
  • Participate in prospect meetings with the Benefit Consultant.
  • Travel to client meetings/events.
  • Other duties as assigned.
QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Two to three years of group medical insurance experience involving functions related to plan administration or equivalent combination of education and insurance experience.
  • Customer Service or Call Center experience is a plus. 
  • Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements/restrictions.
  • Experience with self-funded and/or fully insured large and small group plans.
  • Ability to read and interpret contract documents and the ability to work with routine reports, billing statements and correspondence with assistance from a senior level member of the Client Services team.
  • Excellent oral and written communication skills as well as strong organizational and customer service skills.
  • Excellent time management, organization and multi-tasking skills with the ability to focus on details.
  • PC and MS Office application skills along with mathematical aptitude.

Education and Certifications:

Bachelor’s degree in business or related field preferred.

License in Health and Life insurance required.

BENEFITS

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Insurance

SALARY

$49k-63k (estimate)

POST DATE

07/02/2023

EXPIRATION DATE

04/23/2025

WEBSITE

aleragroup.com

HEADQUARTERS

DEERFIELD, IL

SIZE

1,000 - 3,000

FOUNDED

2017

TYPE

Private

CEO

ALAN LEVITZ

REVENUE

$200M - $500M

INDUSTRY

Insurance

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About Alera Group

Alera is an insurance brokerage firm that provides employee benefits, property, casualty insurance, risk and wealth management services.

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If you are interested in becoming a Client Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Client Manager job description and responsibilities

Manage client relationships strategically based on business and marketing objectives.

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They often visit different departments throughout the day to discuss the needs of clients and collaborate with them to solve any challenges.

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Learning the needs of clients and developing plans to meet them.

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Provide an outstanding client experience by showcasing expertise, fostering trust, and growing customer satisfaction.

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As a client receives services, the case manager may monitor the client and work with other service providers as necessary to address the clients needs.

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Client Manager jobs

Client services managers must maintain good business relationships with current clients and find new accounts.

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They should also verify details with the client to ensure there are no errors on either end of the agreement.

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Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.

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Client relations managers must know how to work with others as they maintain strong professional relationships with their clients.

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To maintain this strong client relationship, the client relations manager must consistently work to ensure they satisfy the client.

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Step 3: View the best colleges and universities for Client Manager.

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