Job Title: Employee Benefits Client Manager II. Compensation: $95K–$100K (USD) on a direct hire basis. Work Arrangement: Remote/Hybrid with in-person client meeting requirements. Schedule: Monday through Friday, 9:00 AM to 5:30 PM. Overview: - You will provide service to clients in conjunction with the Risk Advisor, managing a book of clients independently. - You will become familiar with all assigned clients and be responsible for ensuring the client is well-serviced. Duties: - Develop marketing plans with Senior Client Managers, Risk Advisors, and insureds. - Complete submissions to market new and renewal accounts to insurance carriers. - Prepare proposals and negotiate coverage terms and pricing. - Manage the new business and renewal process. - Follow up with carriers to determine plan benefits, rates, and contract terms. - Prepare spreadsheets, presentations, and proposals for new and renewal business. - Receive and send Broker of Record (BOR) letters to carriers. - Set up clients in EPIC. - Contact clients to introduce yourself, gather missing information, and establish relationships. - Plan and conduct open enrollment meetings. - Submit applications and forms to carriers. - Audit enrollment 45 days after the effective date. - Terminate previous carriers within 15 days of the new policy effective date. - Maintain positive client and insurance company relationships. - Proactively contact clients four times per year for check-ins. - Process and follow up on new hire enrollment forms, requests for coverage changes, and terminations. - Maintain integrity of policy data on Agency Management Systems. - Create new client accounts. - Manage all claim inquiries, billing discrepancies, and delinquent premiums. - Manage COBRA administration questions and carrier updates. - Respond to all client, insurance company, or member inquiries within 24 hours. - Inform or involve the Risk Advisor with in-flight emergencies as they occur. Qualifications: - Bachelor’s degree. - California Life & Health License. - 5+ years of experience in employee benefits. - Advanced MS Suite skills including Outlook, Word, Excel, and PowerPoint. Abilities: - You lead through your actions and embrace your responsibilities. - You are a continuous learner who is always seeking to improve. - You put the team first and create ways to make your peers better. - You deliver an exceptional level of service to those you work with. - You have strong interpersonal skills and thrive in a team environment. - You are an effective written and verbal communicator. - You can be trusted to handle confidential and sensitive information. - You have strong organization and project management skills. - You have the ability to focus on the task-at-hand and multi-task as needed. - You have attention to detail and produce high-quality work. - You are able to grasp complex issues and establish proactive solutions. - You have strong editing and writing skills. - You have a positive attitude and work ethic.

Employee Benefits Client Manager II

Emma

Responsibilities

Skills wanted:

Formal education:

Language(s) required:

Rajendra Singh Solanki

About LanceSoft, Inc.:

mission:

www.lancesoft.com/jobs

Admin access needed