What are the responsibilities and job description for the Client Manager Employee Benefits position at The Fedeli Group?
The Client Manager ensures the successful implementation and ongoing service management of health and welfare employee benefit plans.
The Client Manager serves as a project manager for renewals, new lines of business, and / or carrier transitions. As part of the ongoing client experience, the Client Manager is expected to provide well researched guidance and resolution in areas such as claims, file feed integrations, premium billing, coverage issues, and regulatory filing requirements.
Timeliness, accuracy, attention to documentation protocols, and collaboration with clients, fellow team members, and carrier partners is essential.
REPORTS TO
Division Leader
PRIMARY RESPONSIBILITIES
Implementation Project Management :
- Facilitate client implementation timelines and execution from inception through delivery.
- Work with carriers on all implementation tasks, including implementation meetings and deliverables (census elections, carrier termination letters, signature documents and associated implementation deliverables).
- Review key implementation documents for accuracy and client intent including contract, and certificates.
- Present, coordinate and review open enrollment material for accuracy and client intent.
- Update and Peer Review Benefit Guides based on changes during open enrollment. Provide to Client Executive for Final review.
Service Management :
Documentation Management : Ensure that all client related documentation is accounted for and organized per company guidelines, including :
Client Projects : Collaborate with Client Executive and other team members to complete client projects : prescriptions re-pricing, network discounts and other projects as requested.
COMPETENCIES
SUPERVISORY RESPONSIBILITY
None
WORK ENVIRONMENT
Flexibility for hybrid work schedule.
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
POSITION TYPE / EXPECTED HOURS OF WORK
Full Time Position 40-hour work week
TRAVEL
Travel is minimal, although some out-of-area and overnight travel may be expected
JOB REQUIREMENTS
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
