A dynamic and client-focused employee benefits brokerage is seeking an experienced client-savvy Client Manager to lead client service delivery, drive process improvements, and support complex benefits administration for their growing brokerage firm. This role requires a strategic thinker who can manage key accounts, oversee enrollment systems, and provide proactive compliance guidance. They are looking for someone who thrives in a fast-paced, small-team environment and is passionate about delivering exceptional results.

Salary Range: $80,000 – $100,000 / year DOE

Client Manager Responsibilities:

• Act as the primary point of contact for clients, independently managing and resolving escalated service issues
• Lead Open Enrollment setup and administration using Ease and Employee Navigator
• Guide clients through compliance questions and regulatory requirements
• Customize and manage delivery of client communications and education materials
• Oversee database management workflows to ensure data accuracy and consistency
• Troubleshoot system issues and validate client data for compliance and integrity
• Audit and manage eligibility processes and carrier systems
• Drive efficiency by identifying and implementing process improvements
• Lead special projects related to compliance, implementation, and client onboarding
• Maintain organized systems for file management, tracking, and documentation
• Train and support internal team members, ensuring consistent task execution and service standards
• Deliver webinars, presentations, and educational sessions for clients and staff

Client Manager Requirements:

• 5+ years of experience, including 2+ years in a health insurance brokerage
• Bachelor’s degree required
• In-depth knowledge of employee benefits regulations
• Proven experience managing Open Enrollment and handling client service requests
• Familiarity with Colorado carriers
• Strong presentation and client education skills
• Health insurance license preferred
• Advanced proficiency in Excel, Word, PowerPoint, Outlook
• Experience configuring rules in Ease or Employee Navigator
• Proficiency in Zoom/Microsoft Teams for webinars and virtual meetings
• Familiarity with Salesforce or comparable CRM platforms

Benefits:

• Comprehensive medical, dental, and vision insurance
• Generous PTO
• Flexible schedule
• Opportunity to grow with a small, mission-driven firm
• Fun, dog-friendly office and collaborative work environment

Apply now!

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