Company
Insurance
SeniorClientManager
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Client Manager. Skills: Client relationship management, Employee benefits, Service delivery. Serve as primary contact for clients. Ensure consistent service delivery”
What You'll Achieve.
Maintain client satisfaction
Industry & Context.
Resolve client issues efficiently
What They're Looking For.
Must Have
5+ years experience, Knowledge of employee benefits, Experience with CRM systems, Experience with HR portals, Experience with agency management platforms, Microsoft Office proficiency, Ability to manage multiple priorities, Attention to detail, Organizational discipline, Excellent communication skills, Proven problem-solving skills, Interpersonal skills, Ability to work independently, Ability to work within a team structure, Life & Health license
Nice to Have
Willingness to obtain Life & Health license shortly after hire
What You'll Do.
Serve as primary contact for clients
Ensure consistent service delivery
Coordinate open enrollment activities
Support compliance and regulatory processes
Assist with COBRA administration
Assist with documentation
Assist with government reporting
Manage client documentation
Ensure accuracy across renewals
Ensure accuracy across plan updates
Ensure accuracy across service records
Resolve client issues
Escalate client issues when needed
Ensure timely follow-up on issues
Deliver coordinated service plans
Maintain client satisfaction
Monitor ongoing client needs
Ensure proactive communication
Ensure smooth resolution of service requests
Ensure smooth resolution of operational issues
How You'll Work.
Team & Collaboration
Partner with Client Executives; Partner with producers; Work with internal teams
Communication Scope
Engage professionally with clients; Engage professionally with carriers; Engage professionally with internal stakeholders
Full Job Description
## 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 role
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