What are the responsibilities and job description for the Employee Benefits Client Manager position at Snellings Walters Insurance Agency?
This role requires management of a book of business; responsible for servicing, managing, retaining, and growing a high volume of accounts.
Responsibilities include, but are not limited to:
- Client Relationship Management: Build and maintain strong relationships with clients, understanding their needs and providing proactive support.
- Account Management: Manage existing client accounts, including renewals, implementation of new clients, and ongoing service.
- Communication and Education: Develop and deliver communication materials, conduct employee enrollment meetings, and provide clear explanations of benefits plans.
- Regulatory Compliance: Assist clients with understanding and complying with relevant regulations like ERISA, COBRA, and HIPAA.
- Problem Resolution: Resolve client issues and inquiries in a timely and professional manner.
- Renewal Management: Manage the renewal process, including reviewing proposals, negotiating rates, and preparing necessary documentation.
- Data Analysis: Analyze utilization reports, carrier reports, and claims data to identify trends and opportunities.
- Documentation Review: Review contracts, plan documents, and Summary Plan Descriptions (SPDs) for accuracy and compliance.
- Implementation and Onboarding: Assist with the implementation of new clients or additional coverages for existing clients.
Qualifications:
- Excellent Communication and Presentation Skills: Ability to clearly communicate complex information to both clients and employees.
- Strong Analytical Skills: Ability to analyze data and identify trends in employee benefit plans.
- Problem-Solving and Critical Thinking: Ability to identify and resolve complex issues related to employee benefits.
- Organizational and Time Management Skills: Ability to manage multiple projects and deadlines effectively.
- Knowledge of Employee Benefits: Understanding of various benefit plans, regulations, and industry trends.
- Client Relationship Management Skills: Ability to build and maintain strong relationships with clients.
- Proficiency with Microsoft Office Suite: Experience with Word, Excel, PowerPoint, and Outlook.
- GA Resident Life & Health License
- Minimum 3-5 years EB client support/management