Client Services Manager

REPORTS TO: President


Responsible for client retention and managing client relationships.

Essential Position Responsibilities

  • Retain assigned clients and develop strong relationships with them
  • Maintain and develop strong broker relationships
  • Participate in prospective client presentations
  • Assist with proposal review and development
  • Manage communications to clients regarding 121 Benefits’ services
  • Development of participant communications
  • Manage client service issues including communication with operations staff
  • Attend or lead client meetings or conference calls as required
  • Lead client implementation process
  • Manage client renewal process
  • Respond to client compliance questions
  • Manage service delivery projects
  • Cross sell 121 Benefits services
  • Development and deliver presentations and Webinars
  • Accounts payable follow up
  • Manage Service agreements
  • Promote 121 Benefits through social media
  • Generate client reports

Education and Work Experience

  • Bachelors Degree in Business is recommended
  • A minimum of 1-2 years of client management experience with a proven track record of success
  • Technical expertise in employee benefit plans, COBRA, state continuation regulations, retiree and leave benefits continuation
  • Experience working with employee benefits clients

Knowledge and Skills

  • COBRA and State Continuation Regulations specific knowledge
  • Client management and communication

Required Competencies / Qualities

  • Strong written and verbal communication skills
  • Ability to conduct enrollment and prospective client and broker presentations
  • Demonstrates strong interpersonal skills with the ability to establish and maintain effective working relationships with co-workers, management, clients and brokers.
  • Prompt and dependable attendance.
  • Exhibits positive energy, flexibility, accountability, responsiveness, integrity and a passion for delivering excellence.

Physical Requirements 

  • Requires hand-eye coordination and manual dexterity sufficient to operate a keyboard, photocopier, telephone, calculator and other office equipment.
  • Hearing must be in the normal range for telephone contacts.
  • Requires the ability to lift tradeshow booths and materials weighing up to 20 lbs.
  • Ability to work overtime when needed
  • Ability to travel up to 10%, utilizing a personal vehicle.

The duties described above are the general nature and level of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents.
Supervisors or managers may ask job incumbents to perform other duties as needed and/or required. Management has the right to revise this position description at any time. The position description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

Benefit Resource, LLC
PO BOX 642
Willow Grove, PA 19090

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