Client Manager - Employee Benefits
About the Company
We're not your typical firm-and that's intentional. Our mission is to bring fresh perspective and creativity to everything we do, while our vision centers on delivering clarity and peace of mind for our clients.
Our client-facing team plays a critical role in creating the high-touch experience that sets us apart in the market.
Who We're Looking For
You're a top-tier performer who is valued by both clients and colleagues, with a strong track record of delivering exceptional service.
With 3+ years of experience in employee benefits, you've developed a deep understanding of marketing, renewals, placement, and policy delivery-and you're ready to step into a more client-facing leadership role.
You are proactive and solutions-oriented, anticipating challenges before they arise and ensuring smooth execution across all phases of the client lifecycle. You excel at managing expectations, meeting deadlines, and coordinating effectively with internal teams, carrier partners, and clients.
Your attention to detail, organizational abilities, and analytical skills set you apart. You're also a strong communicator, capable of translating complex concepts into clear, client-friendly messaging-whether in presentations, open enrollment meetings, or day-to-day interactions.
You bring solid industry knowledge, a client-first mindset, and a willingness to continuously learn. You're comfortable with technology and quick to pick up new systems.
An active Life & Health license is required. A college degree or industry designation is a plus, but not mandatory.
The Role
In this role, you will serve as a key point of contact for clients and play an essential part in delivering high-quality service and strategic support.
Responsibilities include:
- Acting as a primary contact for clients, carriers, and internal service teams
- Mentoring junior team members and guiding them through data gathering, marketing, and renewal processes
- Supporting compliance efforts, including required filings, reporting, and documentation
- Analyzing claims data, utilization reports, and market trends to inform benefit strategies
- Assisting in the development and execution of client-specific benefit programs
- Preparing and reviewing RFPs, proposals, and renewal materials for accuracy and completeness
- Collaborating with carrier partners to ensure smooth implementation and ongoing service
- Participating in strategic planning and renewal discussions to understand and address client needs
- Supporting and eventually leading client presentations, including renewals and open enrollment meetings
- Maintaining accurate client records and documentation
- Resolving client inquiries related to benefits and coverage in a timely manner
This role also offers the opportunity to take on broader responsibilities over time, including leading client strategy and overseeing complex accounts.
Additional Details
- Occasional local travel may be required
- Standard office and computer-based work environment
What's Offered
- Competitive compensation
- Comprehensive benefits package (100% employer-paid)
- 401(k) with company match
- Flexible work arrangements, including remote options
- Unlimited PTO (with a two-week minimum) to support work-life balance
- Strong growth and career development opportunities
- Collaborative, low-micromanagement culture
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.