This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Client Manager based in the United States.
This role sits at the center of client success within employee benefits consulting, acting as the primary day-to-day partner for assigned clients and ensuring seamless delivery of service across their benefits programs. The position blends client relationship management, operational execution, and compliance coordination in a fast-paced, high-growth environment. You will support complex benefits accounts by managing renewals, open enrollment cycles, and ongoing service needs while ensuring accuracy, responsiveness, and regulatory alignment. Working closely with client executives and cross-functional teams, you will help translate strategic benefits plans into smooth execution. The role requires strong coordination skills, attention to detail, and the ability to balance multiple priorities. It is well suited for a proactive professional who thrives in client-facing environments and enjoys solving operational challenges.
Accountabilities:
- Serve as the primary day-to-day contact for assigned clients, ensuring strong relationships and consistent service delivery across employee benefits accounts
- Coordinate open enrollment activities, including communication materials, meetings, eligibility updates, and enrollment support
- Support compliance and regulatory processes by assisting with COBRA administration, documentation, and government reporting requirements
- Manage client data and documentation within CRM and agency systems, ensuring accuracy across renewals, plan updates, and service records
- Resolve client issues related to billing, eligibility, enrollment, and claims, escalating when needed and ensuring timely follow-up
- Partner with Client Executives, producers, and internal teams to deliver coordinated service plans and maintain client satisfaction
- Monitor ongoing client needs, ensuring proactive communication and smooth resolution of service requests and operational issues
Requirements:
- 5+ years of experience in employee benefits, client management, insurance brokerage, or related consulting environments
- Strong knowledge of employee benefits plans, insurance operations, and regulatory/compliance frameworks
- Experience working with CRM systems, HR portals, and agency management platforms, along with strong Microsoft Office proficiency
- Ability to manage multiple priorities in a fast-paced environment with strong attention to detail and organizational discipline
- Excellent communication skills, with the ability to engage professionally with clients, carriers, and internal stakeholders
- Proven problem-solving skills and ability to resolve client issues efficiently while maintaining service quality
- Strong interpersonal skills with a collaborative mindset and ability to work both independently and within a team structure
- Life & Health license (or willingness to obtain shortly after hire) preferred
Benefits:
- Competitive base salary aligned with market standards for senior client service roles in employee benefits
- Comprehensive medical, dental, and vision insurance coverage
- Generous paid time off, holidays, and flexible time-off policies depending on role type
- 401(k) retirement savings plan with employer contribution options
- Employee assistance programs, wellness resources, and mental health support services
- Professional development opportunities, mentorship programs, and tuition support options
- Employee recognition programs and referral bonuses
- Additional benefits such as family support resources, identity protection, and legal assistance services