[Hiring] Employee Benefits - Client Manager @C3 Risk & Insurance Services

Role Description

The Client Manager (Small Group) contributes to C3’s success by performing the following tasks on behalf of the Small Group Employee Benefits team:

• Act as the primary point of contact for small group clients in your book, building strong relationships with them and ensuring their satisfaction with our services.
• Collaborate with Producer and Client Service Executives (CE) to understand client needs, prepare marketing strategies, and identify opportunities for additional coverage.
• Support producers in securing new business opportunities with existing clients by reviewing current coverage lines and evaluating whether adjustments are needed based on benchmarking or salary.
• Train and mentor team members to help them develop their skills and knowledge.
• Conduct or oversee marketing efforts, negotiating rates, reviewing quotes and coverages for competitiveness and accuracy with our General Agency partners.
• Summarize marketing results and prepare proposals for clients in partnership with Producer/CE.
• Ensure carriers/vendors are notified of client decisions (even when they don’t win the coverage) and oversee the correct program placement.
• Review policies, contracts, EOCs, and summaries for accuracy and ensure clients receive them.
• Work with Producer to keep clients up-to-date on important compliance and legislation.
• Prepare and renew the Benefit Administration Solution and Employee Benefit Kits for year-round offerings, working with the General Agency Partner as necessary.
• Assist clients with administrative or employee issues when needed.
• Maintain client files in Agency Management System, Applied Epic.
• Audit invoices at the beginning of the year to ensure accuracy.

Qualifications

• Minimum of 2-3+ years of expertise and experience.
• Active Life & Health license preferred.
• College degree preferred but not required.
• Insurance designation is a plus.
• Bilingual in English and Spanish preferred.

Requirements

• Exceptional at managing expectations and ensuring that deadlines are met with internal team members, carrier/vendor partners, and clients.
• Outstanding account servicing skills with a focus on quality.
• Attention to detail, excellent organizational skills, and math proficiency.
• Strong communication skills for presenting renewals and delivering open enrollment presentations.
• Ability to provide non-technical explanations of technical matters.
• Quick learner with a good grasp of technology.
• Proactive and analytical individual with a positive attitude and team player mentality.
• Willingness to step up and take on new duties when necessary.

Benefits

• Competitive salary.
• 100% employer-paid benefits.
• 401K match.
• Opportunities for growth.
• Flexible working schedules.
• Unlimited PTO to support work/life balance (with a two-week minimum).
• Fun atmosphere.
• No micromanagement.
• Opportunity to work from home/remote.