Position Overview

The Assistant Client Manager assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Executives, Client Managers and/or Benefits Manager.



Principal Duties and Responsibilities

• Assist in researching and resolving service issues
• Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; upon request proof proposals for accuracy
• Assist with implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
• Assist with preparation of employee communications materials such as brochures, flyers and payroll stuffers
• Assist with setup of online benefits support tools
• Upon request, proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients' IRS Form 5500 filings and facilitate signature ready Form 5500s
• Assist in organizing and/or conducting Open Enrollment meetings upon request
• Assist with training new hires in L&T processes
• Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Attend onsite and offsite client meetings as necessary
• Conduct all business in accordance with established policies and procedures
• Other duties as assigned



Knowledge, Skills and Abilities

Required:
• 1+ years in employee benefits/human resources administration
• Licensed in Arizona Health, Life and Disability (or ability to be licensed within 3 months of employment)
• Ability to develop and work with mathematical formulas
• Ability to effectively communicate, both written and verbally, with internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)


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