Employee Benefits Client Service Manager - Remote

Deeply Rooted to Serve

At Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. A  Service Manager (may also be called Employee Advocate) is the first point of contact for benefits questions, claims support, eligibility, and overall management of day to day service of clients in the 50+ market segment.

The Service Manager is client-facing and works directly with employers and employees. The Service Manager partners with Account Managers, Client Success Managers, +One specialists, Producers and carrier / vendor partners to deliver an exceptional client experience.

This is a hands-on, entry-level position. The ideal candidate will receive training and mentorship, and you'll build a strong foundation for a rewarding career in employee benefits.

Work Performed

Client Service & Execution

• Manage onboarding and renewal tasks to include agency systems (e.g. EPIC, CRM, et al), document organization, and folder creation / updates.
• Coordinate and execute open enrollment, including the preparation and review of benefit guides, SBC's, presentations and enrollment materials as well as any other enrollment support tools. Attend Virtual and In-person open enrollment meetings as required.
• Act as a day-to-day contact for clients regarding eligibility issues, ID cards, benefits questions, and vendor escalations as applicable.
• Submit plan updates and enrollment changes to carriers and benefits platforms and assist with post-renewal activities including but not limited to billing audits and feed / file reviews.
• Help manage compliance deliverables such as Medicare Part D notices, PCORI fees, RxDC reporting and 5500 prep and other compliance calendar items as applicable.

Reporting & Project Support

Team Collaboration

Informed Stakeholder (Non-Decision Making Role)

Required Qualifications :

Preferred Education and Experience :

About Us

Oakbridge 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 :

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance