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Employee Benefits Client Manager

This role requires management of a book of business; responsible for servicing, managing,
retaining, and growing a high volume of accounts.

Responsibilities include, but are not limited to:

  • Client Relationship Management
  • Client Retention
  • Lead the Marketing, Renewal, and Proposal Process
  • Efficient timeline and task management
  • Client education and training
  • Account Rounding
  • Implementation and plan management
  • Escalated claim and billing issues for fully insured and self-funded plans
  • Maintain accurate data within our client database
  • CFO Reporting – maintain an accurate monthly financial analysis
  • Proficient in the use of a personal computer and supporting software including: Adobe Acrobat, MS Office Outlook, Word, and Excel



  • Align with company values
  • Engaged with QBQ Attitude
  • Willingness to work effectively within a team
  • Demonstrates adaptability
  • Lifelong learner
  • Strong communication skills
  • Strong organization and computer skills; Level 2 Excel
  • Minimum 2 years EB client support/management
  • Complex client problem solving experience
  • GA Resident Life & Health License

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