Senior Client Manager

If you thrive on navigating complex benefit plan designs, leveraging your deep technical compliance knowledge (especially 5500s and PCORI), and crafting compelling RFPs and presentations, this hybrid opportunity offers significant visibility and growth potential.
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Location & Travel

• Work Arrangement: Hybrid
• Location Flexibility: Can be based in the West Coast, Mountain Region, or Central Time Zone.
• Travel: As needed for client meetings, strategic planning sessions, and team on-sites.

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Key Responsibilities & Deliverables
Client Service & Consulting

• Act as the primary day-to-day service contact for a complex book of key accounts and large group clients, overseeing all service deliverables.
• Partner with Client Executive to execute multi-year benefit strategies, financial plan performance reviews, and drive client satisfaction and retention.
• Create, develop, and manage compelling Requests for Proposal (RFPs) to support new business acquisition and strategic vendor/carrier selection for existing clients.
• Serve as the escalation point for complex client issues, benefit administration challenges, and vendor disputes, ensuring timely and effective resolution.
• Must be proficient and well-versed in the annual filing requirements for 5500s, Self-Funded Accounting, and PCORI compliance.
• Participate in cross-functional projects related to open enrollment, client onboarding, and system enhancements
• Perform additional duties and projects as assigned to service, retain and grow existing business and support new business growth

Operational Excellence & Renewal Management

• Oversee and execute the full client lifecycle, including renewal preparation, open enrollment project management, legal notices, and compliance deliverables (e.g., ACA, SPDs).
• Manage benefits administration processes across various systems (e.g., Ease, Navigator, AMS), ensuring data accuracy and process efficiency.
• Lead carrier and vendor implementation projects (including BORs), ensuring seamless integration and alignment with client expectations.
• Support all phases of the renewal and marketing process, including data gathering, financial summary preparation, and negotiation strategy with Client Executive.

Process Improvement & Technical Acumen

• Support sophisticated plan designs across Self-Funded, Level-Funded, and Fully Insured arrangements.
• Review and analyze financial, claims, and utilization data to support strategic recommendations and plan performance reviews.
• Identify, recommend, and implement operational improvements to enhance both the client experience and internal workflows.
• Ensure rigorous compliance with evolving regulatory requirements and industry best practices.

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Qualifications & Background

• Experience: Five (5) to eight (8) years of progressive employee benefits account management experience, specifically supporting complex mid-market and large group clients (100 – 5,000 employees).
• Language Skills: Fluency or professional working proficiency in Spanish (bilingual) is highly desirable.
• Technical Expertise (REQUIRED): Proven proficiency with 5500 filings, Self-Funded Accounting/financial processes, and PCORI fee compliance.
• Licensing: Active Life & Health License
• Software Proficiency (CRITICAL):

o Microsoft Excel: Advanced skills including creating complex data lists, pivot tables, and interactive modeling for financial analysis and client recommendations.
o Microsoft PowerPoint: Expertise in creating polished, strategic, and engaging client-facing decks and presentations for renewals, plan reviews, and prospective business.

• Skills: Demonstrated ability to manage high-volume, complex service cycles, exceptional communication/presentation skills, and a strong collaborative work style.