Job Description

Position Overview

The Client Manager is responsible for proactively managing the overall workflow for the book of business assigned to them and providing timely and professional day-to-day client service.  Client Managers handle all lines of employee benefits for their accounts and serve as the main contact for the clients.


Principal Duties and Responsibilities

  • Main point of contact for the client – addresses questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates clients on benefits, communicate effectively with clients, provide exceptional customer service to clients
  • Initiates relationships with and communicates with client decision-makers and personnel to effectively resolve client concerns independently from Producer
  • Plan, prioritize, and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are meet
  • Coordinate the new/renewal marketing strategy for assigned clients where applicable
  • Prepare Requests for Proposal (RFPs); obtain necessary information for bid processing; negotiate with insurance carriers; prepare client proposals within required timelines including preparation and maintenance of client files
  • Prepare employee communications materials such as brochures, flyers and payroll stuffers
  • Proof booklets and contracts for accuracy; request Schedule As for clients’ IRS Form 5500 filings
  • Coordinate and conduct education and enrollment meetings
  • Conduct all business in accordance with established policies and procedures.
  • May attend client meetings on or off-site on occasion
  • Other duties as assigned


Knowledge, Skills and Abilities

  • High School Diploma or GED
  • 3+ years in group benefits with at least 1+ years in a Client Manager role
  • Life & Health Insurance license
  • Ability to develop and work with Mathematical formulas
  • Ability to effectively communicate, both written and verbally with internal and external parties
  • Ability to work independently with minimal supervision
  • Proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint, Publisher


  • Experience using Zywave, BenefitPoint, Employee Navigator or similar employee benefit enrollment systems
  • Experience in self-funded benefits plans


Working Environment

  • Work is performed indoors in a climate controlled environment
  • General technology as it relates to office administration
  • Regular business hours with additional hours required during certain periods