Large Group Client Manager, Employee Benefits- Job Description

Position Summary

The Client Manager owns the day-to-day relationship for a dedicated book of applicable large group clients (50+ employees), serving as their primary point of contact and trusted advisor. They will be partnering with clients to deliver strategic employee benefits solutions that support organizational goals. While complex and self-funded cases may involve collaboration with a Client Executive (Benefit Consultant), the Client Manager independently manages most client relationships. This includes overseeing the annual renewal process, exploring plan design options, and identifying cross-sell opportunities that enhance client value. The role emphasizes accountability for the client book, strong relationship management, and positioning clients competitively within their industries through effective benefits strategies and ongoing service.

Key Responsibilities

Account Management

• Serves as a strategic partner throughout the client lifecycle, with a focus on renewals, benefit design strategy, and overall client satisfaction.
• Leads the renewal process from start to finish: collects and organizes key data, develops recommendations, communicates updates, resolves issues, and facilitates open enrollment meetings.
• Proactively identifies and presents cross-selling opportunities that align with client goals.
• Maintains clear and consistent communication with internal team members, ensuring alignment on client needs, renewals, and proactive initiatives.
• Anticipates challenges and provides timely, viable solutions that meet or exceed client expectations.
• Partners with Compliance team to ensure client adherence to regulatory requirements (ACA, ERISA, COBRA, etc.), providing guidance and escalating issues as needed.
• Leverages benchmarking tools and claims/utilization data (where applicable) to guide plan design discussions.

Business Development

• Promotes RCM&D by actively seeking sales opportunities through networking, referrals, and industry engagement.

Professional Development

• Maintains a strong working knowledge of employee benefits, including plan designs, funding strategies (fully insured and self-funded), ancillary benefits, compliance requirements, and emerging trends.
• Engages in ongoing learning through industry courses, professional designations, webinars, and knowledge sharing within the team.
• Collaborates with colleagues to foster a supportive environment, offering feedback, encouragement, and ideas for improvement.
• Actively contributes to a culture of collaboration, sharing best practices and supporting the development of colleagues.

Administrative

• Utilizes technology tools (Applied Epic, Dynamis, HRIS systems, Microsoft Office Suite, etc.) to streamline workflows, maintain accurate records, and efficiently communicate with clients and team members.
• Maintains updated client information and email distribution lists to ensure timely and effective communication.

Requirements:

Experience & Knowledge:

• 3-5 years of experience in employee benefits (preferred), with strong knowledge of fully insured and self-funded plans, ancillary lines, and compliance requirements.
• Experience with large group accounts (50+ employees) strongly preferred.
• Maryland Life & Health license (required).

Skills & Strengths:

• Ability to translate complex benefits concepts into clear, actionable strategies for clients.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• Excellent verbal, written, and presentation skills, with the ability to engage confidently with clients at all levels.
• Proactive relationship-builder who anticipates client needs and offers solutions.
• Comfortable with business technology including AMS & CRM systems, Microsoft Office Suite, and presentation software.

Additional Requirements:

• Valid driver’s license (some travel for client meetings and events may be required).
• This role is primarily office-based with no significant physical demands.