Client Manager, Employee Benefits

Posted 4/10/2026 · last confirmed live 8/26/2026

  SUMMARY Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.   ESSENTIAL FUNCTIONS Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility Lead the renewal and marketing process, including preparing and distributing RFP packets Analyze and view proposals; provide recommendations to the Sales/Consulting team Work with Consultant in the preparation of new and renewal service contracts Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data Coordinate plan design changes, contract changes and carrier changes Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal contact for service needs Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting Ensure information in Benefit Point is up-to-date and accurate   TECHNICAL FUNCTIONS Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint) Familiar with the use of an Agency Management System and Document Management System   REQUIRED EXPERIENCE Preferred minimum of 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently Excellent verbal and written communication skills; professional presentation skills   REQUIRED EDUCATION/CERTIFICATION Bachelor’s Degree preferred Life & Health License  

This role is published by The MJ Companies on greenhouse. SwiftFit is not the employer and does not accept applications.