Employee Benefits Client Manager
Company: The Horton Group
Location: Waukesha
Posted on: May 8, 2022
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Job Description:
JOB TITLE: Client Manager
REPORTS TO: Team Manager / Operations Support Supervisor
EXEMPT/NON-EXEMPT: Exempt
DIVISION: Employee Benefit Solutions
GENERAL DESCRIPTION - Summary
The Client Manager provides high-level services to our clients. The
Client Manager works in conjunction with client executives,
producers, and team managers to ensure services promised to clients
are faithfully delivered. They assist producers in account
solicitation and retention. The client manager may assist in plan
design consultation, plan implementation, enrollment services,
technology support, and employee communication.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
- Establish relationships with assigned clients and assume the
joint responsibility for client service and retention when a Client
Executive is not assigned to a client.
- Create the service plan, where applicable, when a Client
Executive is not assigned to the client. Manage and complete
assigned service plan activities and tasks, update service plan
with completion dates.
- Develop and manage agency relationships with carriers, vendors,
underwriters, and other service providers.
- Handle advanced client, producer, and insurer service (such as
billing and claims resolution) requests while maintaining a concern
for timeliness and completeness when interacting with customers,
agency, and carrier personnel.
- Schedule/facilitate open enrollment meetings, client meetings and
training sessions with client's employees; group and/or individual
basis to include online site training. Meetings to include with
client, client employees via live, conference call or webinar.
- Review/quality check presentation materials, present open
enrollment materials to clients and client's employees live or via
webinar. When necessary provide assistance in requesting/creating
open enrollment materials, submission requests to marketing
communication team for the benefit guide, etc.
- Coordinate the training of Human Resources/Benefit Administrators
as necessary, which includes using carrier websites and train their
staff and employees. Assist clients with on-going training.
- Conduct periodic coverage and service reviews with clients.
- Follow HBS procedures within Applied EPIC.
- Provide client renewal details to entire team to ensure smooth
transition on requesting and processing carrier paperwork. When
necessary provide assistance in completing necessary paperwork.
- Inform, educate and make recommendations to clients about benefit
administration systems as well as various other technology
platforms and systems.
- Maintain ongoing training in the areas of healthcare reform and
compliance (i.e. ACA Reporting, COBRA, DOL Audits, ERISA, FMLA,
HIPAA, etc.), when a CE is not assigned to the client. Complete
necessary compliance checklist/dashboard.
- Completion of necessary WRAP and POP documents per training.
- Attend various monthly division meetings when the meetings
pertain to the client manager role.
- Responsible for understanding new and existing carrier
products/services and underwriting requirements.
- Perform other duties as requested including exercising discretion
and judgment prioritizing workload.
KNOWLEDGE, SKILLS, AND ABILITIES
- A Bachelor's degree is required
- Life and Health License must be obtained within 120 days of the
first day of New Hire Onboarding
- Minimum of five year's group/individual benefit experience and a
working knowledge and understanding of insurance coverage's and
carrier products
- Understanding and skilled at all basic computer and technology
tools
- Demonstrated presentation skills for effective communication both
verbal and written with the ability to influence external and
internal clients.
- Must be willing to travel as required
- Extremely Detailed and Organized
- Sense of urgency and works well under pressure
- Analytical - technically oriented
- Strong attention to detail and follow-through
- Self-confident
- Ability to communicate with all levels of individuals
BEHAVIOR STANDARD
Maintain a positive work atmosphere by acting and communicating in
a manner so that you get along with customers, clients, co-workers
and management. All employees are expected to behave in a manner
consistent with the corporate values of Driven, Excellent and
Together.
WORKING CONDITIONS
Fast-paced, multi-tasking environment requiring tolerance for
schedule change and disruption with potential for travel.
JOB PERFORMANCE STANDARDS
The job description is intended to describe the essential
responsibilities The Horton Group requires. Essential functions are
outlined; other duties may be assigned as needs arise or as
required to support the essential functions.
PHYSICAL REQUIREMENTS
Ability to:
- Perform work on a computer for extended periods of time
- Sit/stand for extended periods of time in work area
- Grasp objects using your fingers (fine motor skills)
- Communicate and speak in a clear, concise and professional manner
both in person and on the telephone.
- Travel by air or ground transportation as required in performing
job duties.
- Be able to lift and carry objects that weigh a minimum of 40
pounds
Nothing in this job description or in any other written documents
or forms maintained by The Horton Group, creates, or may be deemed
to create, an employment contract between The Horton Group and any
of its employees.
The Horton Group reserves the right to revise the contents of this
job description, at any time, without prior notice to its
employees.
This job description supersedes any previous oral or written job
descriptions.
Keywords: The Horton Group, Waukesha , Employee Benefits Client Manager, Executive , Waukesha, Wisconsin
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