Job Details

Overview

A professional services company in Greenville is hiring a Client Manager on their Employee Health & Benefits team.

The ideal candidate is a proactive, detail-oriented professional with strong administrative and client service skills, and a background in benefits and HR.

Responsibilities

• Serve as the primary point of contact for individual clients, managing inquiries and fostering long-term relationships.
• Process applications, proposals, and policy updates for individual insurance products, including life, disability, and medical coverage.
• Support securities-related functions and annuity accounts, ensuring compliance with regulatory guidelines and internal policies.
• Maintain accurate client records and manage sensitive information with discretion and attention to detail.
• Assist with carrier negotiations and provide input on market strategies to improve client outcomes and service offerings.
• Prepare presentations, reports, and other client-facing materials; organize and maintain client information for meetings and reviews.
• Coordinate and schedule client meetings, ensuring follow-ups and deliverables are completed promptly.
• Collaborate closely with internal compliance resources to monitor and ensure regulatory compliance across all activities.

Qualifications:

• Bachelor's degree or equivalent work experience.
• Minimum of 3 years of experience in Benefits/Human Resources
• Knowledge of risk management techniques and employee health and benefits markets.
• Ability to communicate effectively with clients, carriers, and internal stakeholders.
• Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.

Preferred Qualifications:

• Securities licenses (Series 6 and 63) strongly preferred.
• Experience writing life insurance policies.
• Previous experience in a similar role within the insurance or financial services industry.
• Life & Health License, or willingness to obtain within 90 days of employment.

Compensation & Benefits:

• $70,000-80,000 salaried
• PTO and paid holidays
• Health, dental, and vision benefits
• Hybrid schedule
• Yearly bonus

Schedule: Tuesday – Thursday in-office, remote Mondays and Fridays