New York Licensed Client Manager - Anaheim California

Company: VirtualVocations
Location: Anaheim, California
Posted On: 02/05/2025

A company is looking for a Small Group Client Manager to manage small group employer accounts in New York.



Key Responsibilities

Act as a trusted advisor for assigned employer groups, addressing client needs and ensuring a high-quality client experience
Collaborate with vendor partners and internal stakeholders to manage daily client servicing and provide oversight
Drive the execution of clients' annual service plans, including renewals, open enrollment, and compliance support


Required Qualifications

Bachelor's Degree in a business-related field and/or equivalent education
5-7 years of employee benefits experience with a brokerage, managing accounts independently
Experience supporting New York-based small employer groups (50-100 lives)
Strong knowledge of small group plans, products, and financial arrangements
Health Insurance License required More...

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