Client Manager, Group Benefits – Job Description 

Position Summary 

The Client Manager is responsible for managing client relationships within the employee benefits practice by anticipating client needs, delivering strategic guidance, and ensuring that benefit programs align with clients’ financial and organizational goals. This role supports renewal management, drives client retention and satisfaction, and contributes to growth within the existing book of business while partnering with senior team members for oversight and guidance. 

Key Responsibilities 

Functional Leadership & Ownership 

• Own and manage the client service cycle, ensuring timelines, deliverables, and renewal deadlines are consistently met. 

• Serve as a subject matter resource for employee benefits programs and client-specific strategies. 

• Partner with Client Executives/Producers to align service delivery with client goals and expectations. 

• Develop comprehensive understanding of client business operations, policies, and industry trends. 

Hands-On Execution & Delivery 

• Prepare and deliver renewal strategies, proposals, and coverage comparisons. 

• Conduct benchmarking, demographic analysis, claims utilization review, underwriting analysis, and cost projections. 

• Market renewals and new lines of coverage, including specification development, carrier negotiation, and analysis presentation. 

• Produce high-quality client deliverables including reports, presentations, and analyses. 

Reporting, Quality & Operational Support 

• Ensure accuracy and quality of all client deliverables through thorough review and peer collaboration. 

• Maintain data integrity and update systems such as EPIC accurately. 

• Monitor compliance with E&O standards and achieve audit expectations. 

• Communicate legislative, regulatory, and industry updates impacting clients. 

Cross-Functional Partnership & Integration 

• Collaborate with internal teams and external partners to deliver cohesive client solutions. 

• Delegate tasks appropriately and support development of team members. 

• Maintain strong communication with clients, carriers, and internal stakeholders. 

• Support alignment across service teams to ensure seamless service delivery. 

Growth, Change & Special Initiatives 

• Identify cross-selling and revenue growth opportunities within client accounts. 

• Participate in internal and external networking efforts to support business development. 

• Contribute to strategic initiatives and continuous improvement efforts. 

• Support client objective-setting and long-term benefit strategy planning. 

Process Improvement & Best Practices 

• Identify opportunities to improve processes, efficiency, and client outcomes. 

• Stay informed on industry trends and best practices through ongoing education. 

• Contribute ideas and solutions to enhance service capabilities and client results. 

• Promote consistent, scalable processes and adherence to firm standards. 

Accountability 

• Delivering high-quality client service and achieving retention and satisfaction goals. 

• Maintaining accuracy, compliance, and reliability in all client work. 

• Meeting deadlines and managing multiple priorities effectively. 

• Building strong relationships with clients and internal stakeholders. 

• Demonstrating ownership, sound judgment, and proactive problem solving. 

Qualifications 

Required 

• Bachelor’s degree in business, risk management, analytics, or related field (or equivalent experience). 

• 3–5 years of employee benefits experience with mid-sized accounts. 

• Strong analytical, organizational, and financial acumen. 

• Excellent communication and relationship management skills. 

• Proficiency with Microsoft Office and EPIC or similar systems. 

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment. 

Preferred 

• Life & Health insurance license. 

• Advanced industry knowledge and certifications. 

• Experience with data analysis, underwriting, and cost modeling. 

• Experience working in a collaborative, team-based environment. 

Key Competencies 

• Strategic & Systems Thinking 

• Ownership & Accountability 

• Data-Driven Decision Making 

• Process Improvement 

• Collaboration & Communication 

• Change Agility 

• Business Acumen