[Hiring] Employee Benefits Client Manager @Ross & Yerger Insurance, Inc.

Role Description

The Employee Benefits Client Manager serves as the primary service contact and day-to-day relationship owner for an assigned portfolio of group clients across fully-insured, level-funded, and self-funded benefit programs. This role supports the Producer and Department Manager in delivering a high standard of client service throughout the full policy lifecycle — from new business placement and open enrollment through ongoing administration, claims advocacy, and annual renewal.

The Client Manager is expected to develop working knowledge of group health products, carrier guidelines, underwriting fundamentals, and applicable compliance requirements, and to act as a dependable resource for both clients and internal teammates. The ideal candidate brings a service-first mindset, strong organizational skills, and the ability to manage multiple accounts simultaneously in a fast-paced environment.

Qualifications

• Minimum 3 years of experience in employee benefits, health insurance, or a related client service role.
• Demonstrated understanding of group health benefit programs and the ability to communicate plan details effectively to clients and their employees.
• Life & Health insurance license required within 6 months of employment.
• Proficiency in verbal and written communication; ability to explain benefit concepts clearly to diverse audiences.
• Strong organizational skills with the ability to self-manage a high-volume workload across multiple accounts and deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with agency management or CRM systems preferred.
• Must be a self-starter capable of working independently in a fast-paced, deadline-sensitive environment.
• Above-average mathematical aptitude; comfort working with premium data, enrollment figures, and coverage comparisons.

Requirements

• Bachelor’s degree in Business, Human Resources, or a related field (preferred).
• Prior experience at an insurance agency, brokerage, or carrier in an account management or service capacity (preferred).
• Familiarity with compliance topics including HIPAA, COBRA, FMLA, ERISA, and ACA employer mandate provisions (preferred).
• Experience with benefits administration platforms or HR technology tools (preferred).
• Established carrier and/or TPA service relationships (preferred).

Benefits

• Participate in seminars, carrier meetings, and continuing education opportunities to stay current on product developments and legislative changes.
• Provide training and mentorship support to junior account staff; proactively share department-relevant knowledge and best practices.
• Maintain all required licenses and certifications for the position.
• Perform other duties as assigned by the Department Manager.