Employee Benefits Client Relationship Manager

The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration.

Requirements

• Develop and maintain effective working relationships in liaison role with insurance company service partner contacts and client contacts.
• Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client.
• Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
• Schedule all Open Enrollment Meetings and Webinars.
• Update Online Enrollment system for Open Enrollment.
• Train employers on how to use online portal.
• Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
• Present or assist with all Open Enrollment Meetings.
• Update the WRAP document, SPD’s, Annual Notices & Exchanges Notices.
• Request Schedule A’s and confirm 5500 filings.
• Prepare Power Point for recording, if applicable.
• Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
• Prepare and ensure accuracy of group enrollment.
• Make service/relationship calls as needed.
• Assist with ongoing enrollment and changes as necessary.
• Review weekly change reports and follow-up on any issues PATRA was unable to complete.
• Large project implementation such as online enrollment, wellness programs, etc.
• Manage online enrollment, training and ongoing platform service for clients.
• Preparation of reports for clients or internal use as needed.
• Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
• Communicate to our clients ‘Our Value Added Service’.
• Other related duties as assigned.