Employee Benefits Client Manger


Provide strategic and tactical consulting and account management support on an assigned book of business; build and maintain strong internal, client, and carrier relationships; create and execute account plans; and develop cross-sale opportunities within the assigned client base.


  • Prepare Annual Service Plans for clients in concert with Senior Consultant. Meet with clients quarterly or as necessary.
  • Serve as primary liaison between internal departments, carriers, and clients. Under direction, serve as the primary technical advisor to clients on all group insurance issues.
  • Interface effectively and confidently with senior management of clients and/or prospects, representing the insurance company in the highest professional manner.
  • Assist Senior Consultant to oversee renewals and marketing timelines.
  • Oversee/approve all vendor, plan design, and financial recommendations, in concert with Senior Consultant and/or Benefits Analyst.
  • Prepare implementation schedule and manage vendor and/or plan implementations.
  • Review drafts of all employee communication pieces.
  • Review and sign-off on all agreements and/or documents (employee booklets, carrier contracts, Summary Plan Descriptions, etc.).
  • Schedule and lead client meetings in concert with Senior Consultant.
  • Collaborate with client account team members to prepare annual pre-renewal, renewal, claims review, open enrollment, and other client meetings as required.
  • Coordinate open enrollment meetings and communications and conduct enrollment meetings as necessary.
  • Create opportunities for cross-selling of other PSA solutions to assigned clients.
  • Utilize BenefitPoint and other internal systems for optimal management of deliverables for all assigned clients.
  • Manage client teams and relationships within teams effectively.
  • Delegate work appropriately and provide strong technical and non-technical leadership.
  • Provide appropriate training and development for other client managers.
  • Develop mutually beneficial relationships with insurance carriers and administrators to generate optimal results for clients (competitive costs, competitive renewals, expedient problem resolution, including escalated employee issue resolution, etc.).
  • Direct/assign special projects for clients as needed.
  • Attend appropriate industry functions and participate in relevant industry training.
  • Develop and maintain an extensive knowledge of insurance coverages and markets.
  • Communicate with associates, clients, and carriers in a positive manner. Set an example as a leader in the Department.
  • Prepare written correspondence, reports, and analyses as needed.
  • Help manage profitability at both the client and book-of-business levels.


  • Working knowledge of federal and state legislation and legal issues related to the insurance industry required.
  • Excellent communication skills, both oral and written is required.
  • Mathematical aptitude and attention to detail required.
  • Must have the ability to prepare and present client presentations with clarity and understanding.
  • Must have strong internal and external customer service skills, with the ability to develop sound relationships with multiple clients.
  • Strong teamwork orientation.
  • Knowledge of underwriting, financing, and funding approaches required.
  • Proficiency in the use of Microsoft Word, Excel and PowerPoint required.
  • Willingness to expand knowledge and effectiveness in insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing.
  • Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required.
  • Must have the ability to analyze and interpret financial information and data to facilitate decision making.
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives required.
  • Knowledge of benefits administration/enrollment systems and processes required.


  • Minimum of a Bachelor’s Degree in a business-related field preferred, or equivalent experience in the insurance industry required.
  • Minimum of five years’ experience in employee benefits, human resources, and/or account management.
  • Must currently hold a Maryland life and health insurance producer license and retain the license by meeting the continuing education requirements, or be willing to obtain this license within 60 days of hire.
  • Must have a firm working knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability), self-funding arrangements, and a basic understanding of risk management.
  • Must have the ability to travel as needed.


Qualified applicants should contact Tara at tbolotin@psafinancial.com.