If you’re the kind of benefits professional who’s tired of being boxed in by bureaucracy—if you want to work somewhere that values your ideas as much as your execution—keep reading. We’re hiring a Strategic Client Manager to partner directly with agency leadership on their most valued client relationships. This isn’t about managing tasks. It’s about shaping strategy, elevating outcomes and having the creative freedom to make a real impact.
If you’re energized by the opportunity to think critically, act independently, and help grow something meaningful, this role offers the autonomy and visibility you’ve been looking for.
The company is a fast-growing, boutique benefits agency based in Hollywood, FL. With 30+ years of combined experience across the broker and carrier worlds, they deliver creative, out of-the-box benefits strategies for clients nationwide.
Here’s what makes them different:
They’re independently owned and operated, which means they don’t answer to shareholders. They answer to their clients and their teammates. That independence fuels their creativity and allows them to build strategies that truly serve the people they protect, not a corporate agenda.
They believe culture and family come before the job. They move fast, but they do it with intention—and they make space for what matters most.
Their team is collaborative, supportive, and mission-driven—united around one belief: they help
protect the most valuable asset in someone’s life, the one they eat, sleep, and talk with every single day.
If you excel in a thoughtful, people-first environment and want to be the go-to partner for clients, you’ll fit right in.
The Role
They’re seeking a Strategic Client Manager who will directly support their agency principals by managing and elevating the full life cycle of employee benefits across their personal books of
business.
This hybrid role blends client strategy, plan design guidance, and hands-on account management—ensuring their most established client relationships receive white-glove, proactive service.
But here’s what really matters: You’ll have the creative freedom to shape client strategies,
introduce cost-containment innovations and bring your own ideas to the table. We’re not looking for someone to follow a script—we’re looking for someone who can think critically, solve problems independently, and help us grow smarter, not just bigger.
You won’t be micromanaged. You’ll be trusted. This is a role where your expertise drives
outcomes, where you can build meaningful relationships, and where you’ll have a real voice in
how we serve clients.
What You’ll Do
Lead Client Service & Communication
- Act as a strategic liaison for clients under the principals’ books of business, supporting plan design conversations, renewal strategy, and day-to-day guidance
- Lead or co-lead benefits presentations (in person and virtual), ensuring clients receive confident, polished communication
- Create and refine client-facing materials for open enrollment, orientations, and year-round plan education
- Play a key role in strengthening and expanding client relationships—positioning yourself as a trusted advisor who anticipates needs and delivers value
Oversee Renewal Preparation & Plan Management
- Oversee the collection, auditing, and preparation of demographic and plan data for the renewal process, ensuring accuracy and alignment with client strategy
- Provide strategic support to consultants and analysts during the RFP process
- Review and approve contracts, SBCs, benefit booklets, and marketing materials prepared by the account management team
- Evaluate plan design and cost changes at a strategic level and ensure the account team properly implements updates across enrollment technology platforms
Technology Platforms & Data Accuracy
- Provide oversight and strategic direction for benefits portal builds (ADP, Employee Navigator, Paylocity, etc.), ensuring accuracy and alignment with client plan designs
- Review and approve payroll deductions, plan rules, and file feeds set up by the account team
- Ensure the account team maintains accurate, organized records within CRM and internal systems, reinforcing best practices
Ensure Service Issues Are Managed with Excellence
- Oversee resolution of claims issues, billing discrepancy es, enrollment errors, and coverage disputes—providing guidance to the account team and stepping in on complex or escalated situations
- Partner with carriers, vendors, and internal teams to ensure timely, accurate resolutions and maintain strong working relationships
- Review and approve carrier invoice audits completed by the account team, ensuring accuracy and addressing discrepancies as needed
Support Internal Collaboration & Leadership
- Provide coaching and strategic guidance to Senior and Junior Account Managers supporting the principal’s books of business
- Support the principals in preparing high-level materials, insights, and talking points for key client meetings
- Serve as an escalation resource for the account team and offer coverage on complex client matters when needed
- Engage in carrier trainings and industry development opportunities to stay current on trends, plan design strategies, and emerging solutions
What We’re Looking For
Experience & Expertise
- 3–5 years of benefits experience with strong self-funding expertise from the broker side
- Deep understanding of self-funded plan architecture, including:
- Pharmacy carve-outs and rebate strategies
- The strategic value TPAs bring to client management
- How to mitigate high-cost claimants through plan design and cost-containment programs
- Stop-loss fluency: You understand the difference between aggregate and specific coverage, how to benchmark and negotiate with stop-loss carriers, and how to use both strategically
- Cost-containment expertise: You’ve worked with programs that actively reduce claims spend and know how to negotiate with PBMs, benefit vendors, and carriers
- Renewal strategy & funding mechanics: You don’t just react to renewals—you proactively identify opportunities to improve plan performance and client outcomes
Skills & Attributes
- Strong communication skills with the ability to lead high-level client discussions and presentations
- Excel proficiency and comfort interpreting claims data and financial reports
- Demonstrated leadership ability and experience guiding account team members
- High-level understanding of compliance requirements (ERISA, ACA, COBRA)
- Strategic problem-solver who thrives with autonomy and can take ownership of complex client challenges
- Relationship-builder who can grow and deepen client partnerships over time
What We Offer
- Competitive compensation with bonus potential
- Comprehensive benefits package: medical, dental, vision, 401(k) with company contribution, PTO/holidays, and more
- Professional development support, including licensing and industry memberships
- A collaborative environment with on-site leadership and team support
- Opportunities for long-term career growth in a rapidly expanding agency
- The freedom to innovate: We value your ideas and give you the space to bring forward thinking solutions to the table
