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Responsibilities

• Build strategic relationships with clients and carrier partners.
• Serve as the primary contact for clients and support Business Consultant or Sr. Business Consultant on client accounts.
• Manage client project plans and lead client calls.
• Assist with client meeting deliverables and actively participate in the meetings.
• Manage the annual client calendar including renewal and marketing processes for clients.
• Attend and conduct all client meetings, including renewal and open enrollment.
• Manage escalated and complex client issues with minimal guidance.
• Manage product and carrier implementations.
• Coordinate the management of client technology solutions alongside the Total Rewards Technology team and have basic knowledge of systems.
• Develop and deliver communication strategies for clients.
• Stay abreast of latest compliance and benefit trends.
• Conduct final review to ensure accuracy of compliance deliverables (5500s, SPD Wraps, annual notices, ACA, etc.).
• Review and oversee outsourced tasks before distribution to the client.
• May train the next level down (i.e. Client Manager may train Sr. Client Representative and/or Client Representative).
• Perform other tasks, duties or special projects as assigned.