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Summary
The Client Manager will support the Account Executive by proactively managing each client account across all lines of coverage for large group employers (500 ). Must have experience implementing and managing self-funded medical plans.
Job Responsibilities:
Data Management
Collect and maintain all client data in the designated operating systems
Manage the exchange of data and information with client and vendors as necessary
Work closely with Form 5500 team to ensure accurate and timely filing of all clients’ Form 5500 Reports to the IRS
Vendor Management
Coordinate with vendors to ensure on-time benefits implementations and renewals
Ensure timely review and execution of vendor contracts
Manage vendors by tracking meeting notes and proactively following up to ensure timely delivery of requested data, responses to inquiries, and other service requests as they arise
Review vendor plan documents (SPDs, SBCs, plan summaries, etc.) for accuracy
Troubleshoot issues related to administration, billing, claims, etc.
Manage RFP process and create presentation for review with client
Client Relationship Management
Manage standing client meetings with Account Executive by creating and leading agenda, tracking meeting notes, and updating status on tasks and projects
Oversee the scheduling and completion of all communications, such as annual enrollment guides and other annual communications, new hire guides, employee transition guides, ad hoc employer communications as needed and requested
Assist with setting up new governing documents, such as wrap documents, Section 125, etc.
Facilitate day-to-day client needs
Lead or attend employee educational benefits meetings
Core Competencies:
College Degree required
Effective written and verbal communication skills
Self-motivated and proactive
Detail and task oriented
Analytical thinker/problem solver
Highly organized
WHY JOIN US?
14th Largest Broker in US
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
#LI-SG1
#LI-Hybrid office
Full Time
$69k-93k (estimate)
03/30/2024
05/01/2024
epicbrokers.net
Fremont, CA
<25
The job skills required for Client Manager include Presentation, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Manager. Select any job title you are interested in and start to search job requirements.
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.
03/18/2022: New London, CT
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.
04/02/2022: High Point, NC
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.
02/21/2022: Racine, WI
They should also verify details with the client to ensure there are no errors on either end of the agreement.
03/09/2022: Springfield, IL
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
01/17/2022: South Bend, IN
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.