Senior Client Manager

New
USFull-TimeSenior
Salary not disclosed
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Job Details

Experience
5+ years
Required Skills
Microsoft OfficeComplianceClient relationship managementCRM

Requirements

  • 5+ years of experience in employee benefits, client management, insurance brokerage, or related consulting
  • Strong knowledge of employee benefits plans, insurance operations, and regulatory/compliance frameworks
  • Experience working with CRM systems, HR portals, and agency management platforms
  • Strong Microsoft Office proficiency
  • Ability to manage multiple priorities in a fast-paced environment
  • Excellent communication skills
  • Proven problem-solving skills
  • Strong interpersonal skills
  • Life & Health license preferred

Responsibilities

  • Serve as the primary day-to-day contact for assigned clients
  • Coordinate open enrollment activities
  • Support compliance and regulatory processes
  • Manage client data and documentation within CRM and agency systems
  • Resolve client issues related to billing, eligibility, enrollment, and claims
  • Partner with Client Executives, producers, and internal teams to deliver coordinated service plans
  • Monitor ongoing client needs
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