What are the responsibilities and job description for the Large Group Client Manager, Employee Benefits position at RCM&D?
Job Summary
The Client Manager partners with the Benefit Consultant and our clients to assist them with their annual renewal process, cross-sell opportunities and possible options that would enhance or meet the goals of the client. The end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. Client Managers must contribute to and flourish in a team environment, learn and exemplify the Collaborative Way, and engage in regular professional development.
Key Responsibilities
Account Management:
» Partner with clients throughout the renewal process, ensuring seamless communication and guidance.
» Maintain regular communication with clients to address issues, answer questions, and resolve challenges promptly.
» Present renewal options and strategies to clients, ensuring alignment with their business goals.
» Conduct open enrollment meetings, clearly explaining and relaying benefit information to clients and their employees.
» Stay informed on employee benefits trends, including plan designs, cross-sell opportunities, legislation, compliance, and emerging market trends.
» Proactively identify opportunities to retain clients and achieve high client satisfaction.
» Quickly assess and address client needs, providing viable solutions that exceed expectations.
» Communicate effectively with internal team members regarding client issues, renewals, and proactive planning.
» Foster a positive team environment by offering encouragement, mediating concerns, and promoting collaboration.
» Contribute ideas for improving processes and enhancing client service.
Administrative Duties
» Utilize tools and systems such as Epic, Dynamis, HRIS platforms, and Microsoft Office Suite to manage workflows and enhance efficiency.
» Maintain accurate and up-to-date client records and documentation.
Talents/Strengths Required
» Strong organizational skills with the ability to manage multiple priorities and tasks effectively.
» Excellent verbal and written communication skills, including presentation abilities, with the capacity to engage diverse audiences such as employees, executives, and key contacts.
» Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
» Proactive approach to building and maintaining client relationships.
» Proficiency with business technology, including email, word processing, spreadsheets, and presentation software.
Knowledge/Experience Required
» Three to five years of experience (preferred) in benefits, including a strong knowledge of both fully insured and self-insured plans, ancillary lines and current legislation.
» Bachelor’s Degree Or Equivalent Experience (preferred).
CONTINUING EDUCATION
As a condition of employment, the Large Group Client Manager must:
» Pass the Maryland State Life & Health exam within the first 90 days of employment.
» Fulfill Maryland State Continuing Education (CE) requirements annually.
» Participate in internal training sessions and other professional development opportunities as needed.
Physical Requirements/Miscellaneous
» Valid Driver’s License.
» There are no physical requirements for the position.
The Client Manager partners with the Benefit Consultant and our clients to assist them with their annual renewal process, cross-sell opportunities and possible options that would enhance or meet the goals of the client. The end product of this partnership is intended to add value to the client, enabling the client to be competitive in their own industry. Client Managers must contribute to and flourish in a team environment, learn and exemplify the Collaborative Way, and engage in regular professional development.
Key Responsibilities
Account Management:
» Partner with clients throughout the renewal process, ensuring seamless communication and guidance.
» Maintain regular communication with clients to address issues, answer questions, and resolve challenges promptly.
» Present renewal options and strategies to clients, ensuring alignment with their business goals.
» Conduct open enrollment meetings, clearly explaining and relaying benefit information to clients and their employees.
» Stay informed on employee benefits trends, including plan designs, cross-sell opportunities, legislation, compliance, and emerging market trends.
» Proactively identify opportunities to retain clients and achieve high client satisfaction.
» Quickly assess and address client needs, providing viable solutions that exceed expectations.
» Communicate effectively with internal team members regarding client issues, renewals, and proactive planning.
» Foster a positive team environment by offering encouragement, mediating concerns, and promoting collaboration.
» Contribute ideas for improving processes and enhancing client service.
Administrative Duties
» Utilize tools and systems such as Epic, Dynamis, HRIS platforms, and Microsoft Office Suite to manage workflows and enhance efficiency.
» Maintain accurate and up-to-date client records and documentation.
Talents/Strengths Required
» Strong organizational skills with the ability to manage multiple priorities and tasks effectively.
» Excellent verbal and written communication skills, including presentation abilities, with the capacity to engage diverse audiences such as employees, executives, and key contacts.
» Able to manage a multitude of details (including paperwork); stays proactive while juggling these issues.
» Proactive approach to building and maintaining client relationships.
» Proficiency with business technology, including email, word processing, spreadsheets, and presentation software.
Knowledge/Experience Required
» Three to five years of experience (preferred) in benefits, including a strong knowledge of both fully insured and self-insured plans, ancillary lines and current legislation.
» Bachelor’s Degree Or Equivalent Experience (preferred).
CONTINUING EDUCATION
As a condition of employment, the Large Group Client Manager must:
» Pass the Maryland State Life & Health exam within the first 90 days of employment.
» Fulfill Maryland State Continuing Education (CE) requirements annually.
» Participate in internal training sessions and other professional development opportunities as needed.
Physical Requirements/Miscellaneous
» Valid Driver’s License.
» There are no physical requirements for the position.