What are the responsibilities and job description for the Benefits - Senior Client Manager position at Procyon Partners?
About the Firm
Your role as a Senior Client Manager is a critical one at Procyon where you will have primary responsibility for covering a small group of our larger benefit clients. You will enjoy the entrepreneurial nature and family feel of working at a growing Procyon where taking care of our clients and employees is a key part of our culture. The role can be performed in a hybrid role from any one of the firms’ offices- CT, NYC, Long Island or others.
Procyon is a vibrant growing financial services firm with both individuals and employers as clients. We cover benefits, wealth management, tax, risk and other key areas for the firm.
Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm’s personality traits, which are :
Passionate – We show up with energy & enthusiasm every day.
Driven – We work tirelessly to achieve exceptional outcomes.
Approachable – We always make sure people feel welcome.
Candid – We tell it like it is in language you will understand.
Caring – We have your back.
About the Job
You will be client-facing and serve as the primary point-of-contact for all service-related needs for your designated clients. You will work under the direction of the Executive Vice President of Employee Benefits and in close collaboration with our team of producers, financial analysts and administrative support.
Establish and maintain strong relationships with colleagues, clients, insurance carriers and vendors
Make regular proactive phone / email client contact
Assist with claims, billing and coverage questions from employees and clients
Collaborate on client renewal presentations and strategic planning initiatives
Quarterback enrollment system build and open enrollment updates
Develop materials for employee communications about their benefits package
Conduct onsite and / or virtual meetings with clients, employees and business partners
Manage new client implementation process
Assist clients with compliance efforts
Meet in person with clients as necessary, occasional travel may be required
What’s Required
Minimum 5 years’ benefits client service experience supporting 50 employees. Could be a carrier, third-party administrator, or another broker / consultant firm.
Expertise with medical and ancillary (life and disability) coverages
Strong attention to detail and ability to perform independent work with a high degree of accuracy
Superior client service and problem-solving abilities
Adept at written and verbal communications
Demonstrates cooperation, collaboration and accountability
Works independently but is “coachable”
Self-manages projects throughout entire lifecycle
Committed to compliance standards and policies
While not a requirement familiarity with our tech stack a plus :
CRM : Salesforce / Brokerage Builder
Enrollment Systems : Employee Navigator, ADP, Paylocity, bswift, Paycor
Base Salary & Bonus
We pay a competitive salary and an annual discretionary bonus for this role. In addition, the annual bonus is subject to a firm multiplier to reward employees for the firm’s overall performance.
Why Work for Procyon
Procyon is a growing firm with over 50 employees across eight states. Our Employee Benefits Practice provides benefits and retirement plan consulting services, while our Registered Investment Advisor (RIA) manages over $7 billion dollars on behalf of over 1,300 private clients and institutions. In addition, we are expanding our footprint in tax, insurance (personal and business), and trust services as well. Our original office is in Shelton CT and we also have offices in Melville NY, NYC, and Fulton MD.
Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We have fun Procyon events regularly to maintain our exceptional culture. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations.
As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.
Our benefits package is competitive with medical, dental, vision benefits, 401(k) match, and four weeks’ vacation from the start. We also follow the NYSE holiday schedule. The dress code is business casual with the occasional suit or equivalent needed for client meetings.
Please visit our website www.procyonpartners.net for additional information.
