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Client Manager (Benefits)

Company: Lovitt & Touche, Inc.
Location: Tempe
Posted on: June 21, 2022

Job Description:

Position Overview The Client Manager position (formerly called Account Manager) is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Client Managers serve as a primary day-to-day contact for our clients. Principal Duties and Responsibilities

  • Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients' HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
  • Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
  • Manage implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
  • Prepare employee communications materials such as brochures, flyers and payroll stuffers
  • Conduct group education and enrollment meetings at client sites or via webinar as required
  • Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients' IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
  • 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 met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned -Job Requirements: Required:
    • High School Diploma or GED
    • 3+ years in group benefits with at least 1+ years in an Account Manager or similar level role
    • Licensed in Arizona Health, Life and Disability (or ability to be licensed within 60 days of employment)
    • Ability to develop and work with mathematical formulas
    • Ability to effectively communicate, both written and verbally, with internal and external parties
    • Ability to conduct education and enrollment meetings (comfortable with public speaking)
    • Excellent time management, organizational and multi-tasking skills with high attention to detail
    • Ability to build and maintain effective relationships with clients, carriers and peers
    • Ability to work independently and in cross-functional teams
    • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point) -Preferred:
      • Some college or technical training in related discipline
      • Continuing education such as RHU, REBC, CEBS, or CBP
      • Experience using BrokerageBuilder -Working Environment
        • Work is performed indoors in a climate controlled office environment
        • General technology as it relates to office administration
        • Regular business hours with additional hours required during certain periods
        • Frequent travel to client sites within AZ; Minimal travel possible outside of AZ
        • Some lifting of up to 50 pounds required during transportation of presentation and client materialsNote: This job is not eligible for remote working from Colorado

Keywords: Lovitt & Touche, Inc., Tempe , Client Manager (Benefits), Executive , Tempe, Arizona

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