What are the responsibilities and job description for the Client Manager-Employee Benefits position at EPIC Insurance Brokers & Consultants?
SUMMARY :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Overview :
The Employee Benefits Client Manager (CM) works with the Producer or Client Executive (CE) to implement a client's employee benefits. The CM is responsible for day-to-day client management and support. Responsibilities include preparing communication materials and conducting open enrollment meetings.
ESSENTIAL DUTIES AND RESPONSIBLITIES :
- Service
- Establish and maintain the day-to-day business relationship with the client, becoming the first point of contact
- Work with clients, producers and other team members to implement a comprehensive customer service plan
- Coordinate and support clients regarding open enrollment meetings, including preparation of communication materials
- Complete cobra paperwork on behalf of the client, both at renewal and for new group set up
- Distribute or facilitate distribution of resource information provided by the Client Executive (CE) to clients to continually keep them informed of benefit trends, State and Federal legislation, rules, and regulations
- Liaison with compliance department and Client Executive (CE) to advise clients on government reporting compliance issues, and to assist with the preparation of client specific compliance resources
- Compile and maintain client and benefit plan information in EPIC's CRM - new group set up and renewals- data provided by Client Executive
- Issue resolution for simple claims, coordinate escalated claims with the claims department and share communication to the claimant as to who is on contact point post transfer to the claims department
- Resolve enrollment and eligibility issues
- Research and resolve client billing issues
- Maintain open and continuing communication with the assigned Client Executive on all client issues and events
- Coordinate and participate in consistent training / mentoring events with the Client Executive
Personal and Organizational Development
KEY COMPETENCIES :
EDUCATION and / or EXPERIENCE :
CERTIFICATES, LICENSES, REGISTRATIONS :
WHY JOIN EPIC?
