Client Manager, Employee Benefits
The MJ Companies
Salary undisclosed
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Description
SUMMARY
Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.
ESSENTIAL FUNCTIONS
- Provide day-to-day customer service to clients, including helping to resolve issues related to billing, claims and eligibility
- Lead the renewal and marketing process, including preparing and distributing RFP packets
- Analyze and view proposals; provide recommendations to the Sales/Consulting team
- Work with Consultant in the preparation of new and renewal service contracts
- Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms
- and accuracy of data
- Coordinate plan design changes, contract changes and carrier changes
- Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments
- Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; service as primary internal
- contact for service needs
- Work with Health Risk Management team in the analysis of claims data and development of additional value-add reporting
- Ensure information in Benefit Point is up-to-date and accurate
TECHNICAL FUNCTIONS
- Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint)
- Familiar with the use of an Agency Management System and Document Management System
REQUIRED EXPERIENCE
- Preferred minimum of 5+ years of experience with client-facing customer service and/or marketing with an in-depth knowledge of the insurance brokerage business; preferably with self-funded benefit plans, medical stop loss and ancillary coverages
- Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management, follow through and ability to work independently
- Excellent verbal and written communication skills; professional presentation skills
REQUIRED EDUCATION/CERTIFICATION
- Bachelor’s Degree preferred
- Life & Health License
About this role
At The MJ Companies, this contract role centers on being the operational backbone for employee benefits clients—managing the full lifecycle of their plans from renewal through implementation and ongoing service. You'll handle the day-to-day problem-solving around billing, claims, and eligibility while coordinating with carriers, TPAs, and vendors to ensure contracts reflect negotiated terms and clients' needs are met. The work involves preparing renewal materials, analyzing proposals, reviewing contracts and plan documents, and maintaining accurate records in the agency management system.
This position suits someone with at least five years in client-facing roles within insurance brokerage, ideally with exposure to self-funded plans and medical stop loss. You'll need strong organizational skills, attention to detail, and the ability to manage multiple moving parts independently while communicating clearly with both internal teams and external partners. Proficiency in Microsoft Office and familiarity with agency and document management systems are essential; a Life & Health License and bachelor's degree are required.
Based in Phoenix and in-office, this is a contract role that demands someone who can build productive relationships across vendors and internal teams while keeping client satisfaction and contract accuracy front and center.
How this employer is doing
solid
- Leadership Change
- Expanding
In the news
The MJ Companies appoints Jennifer Friesen vice president in Colorado, ColoradoBiz
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Pay for this role
The employer didn't post a pay range for this role. That usually means pay is set in negotiation, which favors whoever arrives with numbers. Check ranges on comparable Client Manager, Employee Benefits postings in Phoenix, and analyze any offer before you accept it.
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