What You’ll Do / Your Impact

Client Partnership & Risk Strategy

• Serve as the primary day‑to‑day contact and trusted advisor for a portfolio of mid‑to‑large, often self‑funded Employee Benefits clients
• Partner with Advisors and Producers to develop and execute a service and renewal strategy tailored to each client’s goals, culture, and budget
• Lead and participate in client meetings, including stewardship reviews, renewal meetings, financial reviews, and strategic planning sessions
• Support clients in evaluating plan designs, funding arrangements, contribution strategies, and program options to help them make informed decisions
• Build and maintain strong relationships with clients, carriers, third‑party administrators, and internal colleagues

Operational Excellence

• Manage the full renewal lifecycle, including timelines, data collection, marketing strategy, and implementation of final decisions
• Coordinate RFP processes: gather required information, work with carriers and vendors, compile and compare proposals, and prepare clear, decision‑ready summaries
• Maintain accurate and complete client files, including policy information, plan documents, contracts, and correspondence, in the appropriate systems
• Assist with and oversee the resolution of client service issues, including eligibility questions, billing discrepancies, claims escalations, and enrollment challenges
• Support the creation and delivery of Open Enrollment and New Hire materials, presentations, and communications
• Ensure adherence to established workflows, quality standards, and compliance requirements

Strategic Contribution

• Analyze claims experience, utilization data, and renewal reports to identify trends, risks, and opportunities
• Provide insights and recommendations related to plan performance, cost drivers, and strategies to improve outcomes and control costs
• Collaborate with internal subject matter experts (e.g., clinical, compliance, underwriting, analytics) to bring proactive ideas and solutions to clients
• Identify opportunities to enhance the client relationship, including introducing additional services, tools, or products that add value
• Contribute to continuous improvement of internal processes, tools, and best practices for serving complex and self‑funded clients

What You Bring

Required

• Several years of experience in Employee Benefits account management or a closely related role, preferably supporting complex or self‑funded plans
• Strong knowledge of group health and welfare benefits, including medical, dental, vision, life, disability, and related programs
• Proven ability to manage multiple client relationships, prioritize competing deadlines, and follow through on commitments
• Strong communication and presentation skills, with the ability to explain complex concepts in a clear, client‑friendly way
• High level of organization, accuracy, and attention to detail when managing data, documentation, and client deliverables
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook

Preferred

• Experience working with self‑funded arrangements, stop‑loss, and advanced funding or cost‑containment strategies
• Familiarity with benefits administration platforms, HRIS systems, or agency/CRM technology
• Professional designations such as CEBS, GBA, PHR, SHRM‑CP, or similar (or willingness to pursue)

Core Competencies

• Detail orientation and a commitment to high‑quality work
• Accountability and reliable follow‑through
• Collaborative, team‑oriented mindset
• Client‑first thinking and strong service orientation
• Analytical and problem‑solving skills
• Ability to manage multiple priorities in a dynamic environment
• Strong interpersonal and relationship‑building skills