Employee Benefits Client Service Manager - Atlanta, GA
Oakbridge Insurance Agency LLC
Atlanta, GA
Permanent
Full-time
4 days ago
Apply easily
Deeply Rooted to ServeAt Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. As an Employee Health & Benefits Client Service Manager, you will play a key role in supporting Producers and the client service team by managing all aspects of client accounts. This position requires strong organizational skills, attention to detail, and the ability to communicate effectively with clients, vendors, and carriers. You will be responsible for assisting with renewals, ensuring compliance, coordinating enrollment activities, and providing high-quality client service.Work Performed
Assist Employee Health & Benefits Producers and team with servicing existing accounts in all capacities, including renewals.
Keep production team fully informed of pertinent activities related to client accounts.
Set up and maintain accurate and organized customer files.
Coordinate and participate in periodic client and vendor meetings.
Develop client communication materials, including Benefit Enrollment Guides.
Review Summary Plan Descriptions (SPDs), agreements, and contracts for accuracy.
Coordinate and conduct employee enrollment meetings.
Provide clients with resources related to HIPAA, COBRA, FLEX, ERISA, and other compliance requirements.
Assist policyholders with claim forms, policy changes, cancellations, and related needs.
Verify accuracy and completion of enrollment applications and submit to carriers.
Manage all facets of new client implementations or additional coverage rollouts for existing clients.
Job Requirements
Previous experience in employee health & benefits, insurance, or client management preferred.
Knowledge of employee benefits, compliance requirements (HIPAA, COBRA, ERISA, etc.), and enrollment processes.
Strong organizational, communication, and problem-solving skills.
Ability to work collaboratively in a fast-paced team environment.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Preferred Education & Experience
Must be able to obtain insurance license
Experience with Employee Benefits insurance is preferred, but not required
Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
About UsOakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.For more information visit our website: