Benefits Relationship Manager Long Island

A specialized Benefits Administrator is seeking a senior-level Benefits Relationship Manager to take ownership of an established book of business. This is a rare opportunity for a benefits professional who is ready to step into the lead client-facing role at a boutique, highly specialized firm with deep expertise in self-funded health plan administration.
The organization has been in operation for 30+ years, primarily serving union and public sector clients across the region. With a strong operational foundation and a loyal client base, the incoming leader will assume primary responsibility for the client relationships.
 
About the Role
This position oversees an existing book of business generating approximately $2M in revenue. The Benefits Relationship Manager will serve as the primary point of contact for plan sponsors, brokers, and union trustees — maintaining and deepening those relationships while identifying opportunities for growth. The right candidate is a trusted advisor who understands the nuances of self-funded health plan administration in the public sector space and can speak credibly to both the technical and strategic aspects of benefit plan design.
This role is largely hybrid/remote, with regular client visits and meetings required.
 
KEY RESPONSIBILITIES

• Serve as the primary relationship manager for an established book of union and public sector clients
• Own the client experience from onboarding through ongoing plan management and renewals
• Partner with brokers and plan sponsors to develop and maintain benefit packages aligned with client goals
• Present claims audit findings, utilization trends, and cost projections to plan sponsors, trustees, and HR leadership
• Serve as a credible advocate for the firm's data-driven consulting approach in client meetings and renewals
• Communicate plan performance, claims trends, and cost strategies to key stakeholders
• Identify cross-sell and retention opportunities within the existing book
• Collaborate closely with internal operations and administration teams
• Represent the firm at client meetings, open enrollments, and trustee board presentations

QUALIFICATIONS

• 10+ years of experience in employee benefits, TPA administration, or benefits consulting
• Deep familiarity with self-funded / level funded health plan structures, including claims auditing, utilization management, and cost trend analysis
• Experience working with union clients, Taft-Hartley funds, and/or public sector plan sponsors strongly preferred
• Established relationships with brokers and plan sponsors in the tri-state area
• Comfortable operating independently as the lead client-facing professional
• Strong communicator with the ability to present to trustees, HR leadership, and CFOs
• Active NY insurance license preferred or ability to obtain

 
COMPENSATION

• Base salary: commensurate with experience
• Performance-based bonus opportunity
• Benefits package included
• Hybrid/remote flexibility with client-facing travel as needed