OVERVIEWSenior Client Manager - Employee BenefitsHybrid | Scottsdale, ArizonaThe Senior Client Manager performs a variety of client management activities related to the day-to-day management of BCG's larger and/or more complex Group Benefit clients. This position works closely with BCG Benefit Consultants to develop and implement overall benefit strategy and recommendations. In addition, this position must have a good understanding of Large Group products and benefits, Self-Funded, Fully Insured and Level Funded concepts, ACA, COBRA, HIPAA laws and other State and Federal regulations. This position must demonstrate good judgment and be able to address all types of customer service issues with decisiveness.
RESPONSIBILITIESWhat You'll Do: - Facilitates renewal discussions and negotiations with the insurance carriers.
- Responsible for effectively managing calendar of client activities and independently coordinating information in preparation for renewals.
- Facilitates regular meetings including the mid-year and renewal meeting, as well as Wellness strategy.
- Develop relationships with key client contacts (such as HR leaders and C-suite).
- Grow block of business with new clients and new lines of coverages.
- Carrier and client interface to solve all aspects of assigned client service responsibilities to include requests forproposals (RFP), benefit clarification, benefit design, enrollment procedures, renewal processes and general client service follow-up for medical, pharmacy, dental, vision, FSA and Cobra.
- Serve as primary relationship manager for the Sr. Client Manager's assigned clients. This includes educating clients on our services, setting expectations, accepting feedback, project managing special needs or requests, becoming the resident expert on the clients benefit plans and eligibility rules, researching and responding to questions and issues that come up promptly and accurately.
- Coordinate resources (subject matter experts) into meetings as needed to facilitate client service delivery.
- Independently manage and coordinate client annual renewal process to ensure that client deliverables are met and all steps are carried out timely.
- Act as the liaison between all carriers and vendors to coordinate and implement changes, renewals, and new client
business. - Performs all duties related to establishing the set-up of new groups and renewal of existing groups.
- Perform on-site enrollment meetings at the client's location.
- Ability to interpret various contracts including excess loss contracts, administrative agreements, trusts documents, plan documents, certificates, and related documents with assistance from a senior level member of the Client Services team.
- Participate in prospect meetings with the Benefit Consultant.
- Travel to client meetings/events.
- Other Duties as assigned.
QUALIFICATIONSWhat You'll Bring: - 3 to 5 years of account management (employee benefits) experience with mid to large size clients (100+)in a broker office or employee benefit consulting firm.
- Customer Service or Call Center experience.
- Working knowledge of medical terminology, group medical insurance terminology, and regulatory requirements/restrictions.
- Experience with self-funded and/or fully insured large and small group plans.
- Ability to read and interpret contract documents and the ability to write routine reports and correspondence.
- Excellent oral and written communication skills as well as strong organizational and customer service skills.
- Excellent time management, organization and multi-tasking skills with the ability to focus on details.
- PC and MS Office application skills along with mathematical aptitude.
- Education and Certifications:
- Bachelor's degree in business or related field preferred
- License in Health and Life insurance
ADDITIONAL INFORMATIONBenefits:Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.
Work Model:This role is
HybridScottsdale, Arizona
Professional Development - Alera Group AcademyAt Alera Group, growth isn't left to chance. Through
Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.
You'll have access to:
- Role-specific learning paths
- Leadership development programs
- Technical and compliance training
- Industry certifications and continuing education support
- Peer learning and knowledge-sharing communities
Whether you're deepening technical expertise or preparing for leadership, we're invested in helping you grow.
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Location TypeHybrid - 3 or more days in office - Office UKG Work location
