Client Manager, Employee Benefits

ABOUT THE ROLE

You'll be the named contact for a book of benefits clients, working alongside their account executive. Our platform handles deductions, carrier feeds, and bill audits, so your day is about solving problems for HR teams, not re-keying data.

WHAT YOU'LL DO

1. 01Run open enrollment and mid-year changes for assigned clients.
2. 02Resolve carrier billing, eligibility, and claims escalations.
3. 03Review monthly bill-audit findings and recover overpayments.
4. 04Keep clients on schedule for Form 5500, SBC, Medicare Part D, and ACA deadlines.
5. 05Prepare renewal data and support account executives in presentations.
6. 06Coordinate COBRA and leave-related benefit changes.

WHAT YOU BRING

1. 01Active Life & Health license, in good standing.
2. 023+ years managing employee benefits accounts at a brokerage or carrier.
3. 03Deep knowledge of carrier eligibility, billing, and enrollment processes.
4. 04Working knowledge of ACA, COBRA, and ERISA compliance.
5. 05Organized, responsive, and comfortable owning a book remotely.

NICE TO HAVE

1. 01CEBS or GBA designation.
2. 02Experience with level-funded plans.
3. 03Benefits administration system experience.

HOW WE HIRE

1. 01
   Intro call
   30 minutes with our recruiting team.
2. 02
   Hiring manager
   Your book, your approach, our platform.
3. 03
   Case review
   Walk us through a real account scenario.
4. 04
   Offer
   License verified through NIPR.