JOB TITLE: Client Manager – Key Accounts / Large Group

DEPARTMENT: Employee Benefits

COMPANY OVERVIEW:

Venbrook Insurance Services is the retail and benefits brokerage of Venbrook Group, LLC, a holding company with subsidiaries engaged in retail broking, wholesale broking, programs, and claims services. Venbrook's team of experts and industry specialists partners with their clients to manage their risks, create security, promote growth, and add value by delivering best-in-class commercial property & casualty, employee benefits, and personal risk insurance products and programs.

Venbrook and its brands provide a broad range of comprehensive commercial insurance (property & casualty), corporate employee benefits, specialty health programs, personal risk insurance, and risk management solutions to public entities, public and private businesses, governments, institutional and professional organizations, family offices, and high-net-worth individuals.

At Venbrook, we envision a world where our clients can confidently pursue their boldest ambitions. Our team of experts leverages agility, innovation, and creative problem-solving to guide our clients through an ever-changing risk environment. We pride ourselves on providing insurance services that allow businesses to make bold decisions, knowing their risks are identified, assessed, and mitigated.

Our culture is derived from the people who create it. We are not different in what we do. We are different in how we do it. We believe our clients are our partners, and we earn their trust every day. We believe in empowering our team and holding ourselves accountable to deliver the best solutions. We value agility, versatility, innovation, and creative problem-solving and put our people at the core of everything we do.

PRIMARY FOCUS:

Mid-level role responsible for managing day-to-day client servicing, processing, renewals, and technical support for Key Account and Large Group employee benefits accounts, typically 100 or more enrolled lives.

JOB SUMMARY:

The Client Manager, Key Accounts/Large Group manages a client base of large and complex group employee benefits accounts, providing day-to-day servicing, renewal support, and operational assistance. This role requires 3 to 5 years of experience at an Employee Benefits agency or brokerage and works in close coordination with the Senior Client Executive to support complex plan administration and client retention.

DUTIES & RESPONSIBILITIES:

Client Service

Review insurance coverages and advise the Senior Client Executive on required changes; flag shifts in exposure, marketplace conditions, or compliance requirements that may affect the program.
Demonstrate a working understanding of large group benefit plan designs including fully insured, self-funded, and level-funded arrangements; clearly articulate plan terms and details to clients and internal staff.
Manage daily processing including enrollment changes, plan amendments, billing reconciliation, carrier and TPA communications, and compliance correspondence; utilize all available resources to ensure timely and accurate completion of work.
Maintain professional relationships with clients, carriers, TPAs, and internal staff.
Keep client files in order in accordance with Venbrook's policy and documentation procedures; document all account activities clearly and thoroughly.
Respond promptly and professionally to client inquiries and requests; escalate complex or high-stakes issues to the Senior Client Executive as appropriate.
Support stop-loss administration, TPA coordination, and vendor communication for self-funded clients under the direction of the Senior Client Executive.

Marketing, Renewals & New Business

Prepare benefit plan RFP submissions and renewal materials under the direction of the Senior Client Executive; assist with carrier and TPA selection and send completed submissions professionally and on schedule.
Follow up with carriers, TPAs, and stop-loss markets; monitor the quote and underwriting process to ensure all established deadlines are met.
Assess and act upon opportunities to develop additional account revenue through cross-selling additional coverages or referrals.
Prepare coverage summaries, plan comparison reports, and compliance documentation; process invoices and maintain account files.
Support the Senior Client Executive during open enrollment, including preparing employee communications, benefit guides, carrier presentations, and enrollment platform coordination.

COMPETENCIES:

Client Service Excellence: Committed to delivering high-quality, responsive service to large group and Key Account clients; communicates proactively and follows through on all open items.
Attention to Detail: Takes the time to double-check work for accuracy across complex plan documents, compliance filings, and carrier contracts.
Communication Skills: Strong interpersonal and written communication skills; ability to collaborate effectively with clients, carriers, TPAs, and internal team members.
Problem Solving: Identifies processing issues and discrepancies proactively; develops practical solutions and escalates to the Senior Client Executive as appropriate.
Organizational Skills: Manages multiple high-complexity accounts and competing deadlines with precision; maintains thorough documentation and follows through consistently.
Teamwork: Functions as a reliable service partner to the Senior Client Executive; supports colleagues and contributes to a high-performance team.
Ethics: Committed to following company procedures and demonstrating ethical behavior in all business dealings.
Technical Proficiency: Working knowledge of large group benefit plan design including fully insured, self-funded, and level-funded arrangements. Familiarity with ACA compliance, ERISA, COBRA, and HIPAA requirements.
California Life & Health License required.
CEBS or GBA designation preferred.
Bilingual - Spanish Preferred

COMPUTER SKILLS:

Proficient in Microsoft Office applications including Word and Excel.
BenefitPoint or Employee Navigator experience required.
Familiarity with self-funded claims reporting platforms and benefits administration systems preferred.

EDUCATION & LICENSING:

Bachelor's degree preferred.
Minimum 3 to 5 years of related Employee Benefits experience at an agency or brokerage.
Experience supporting large group or Key Account clients preferred.
California Life & Health License required.
CEBS or GBA designation preferred.

Salary Range 80k-90k