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About the Role
As a Client Service Manager within the Employee Health & Benefits team, you will utilize your exceptional client servicing skills to maintain and expand client relationships. You will collaborate with the sales team, carriers, and the client to establish and renew benefit plans to meet the client’s needs. You will also perform varied service functions such as employee open enrollment meetings, wellness options, and other day-to-day service to ensure the client’s needs and expectations are met. This job is approximately 70% internal and 30% client interfacing, including frequent client discussions, participation in strategy meetings, and making presentations to decision makers and employees. In addition, this role includes coordination and active participation in the advancement of Wellness drivers for assigned clients as well as other clients as requested. All Client Service Managers are expected to participate in continuing education to maintain their licenses, stay current with all regulations, and enhance insurance knowledge.
Responsibilities
- Maintain and expand client relationships.
- Collaborate with the sales team, carriers, and the client to establish and renew benefit plans.
- Perform service functions such as employee open enrollment meetings and wellness options.
- Coordinate and participate in the advancement of Wellness drivers for assigned clients.
- Participate in continuing education to maintain licenses and stay current with regulations.
Requirements
- Active Life and Health license.
- Build and maintain strong relationships with colleagues and clients.
- Strong knowledge of plan designs from varied carriers in the marketplace.
- Manage accounts through the calendar year life cycle.
- Assist clients with federal and state law compliance and interpreting contractual language.
- Coordinate and complete the marketing process for new and renewal group business.
- Prepare employee communications and organize/conduct enrollment meetings.
- Manage re-enrollment forms and review contracts and summary plan descriptions.
- Meet with carriers and the client to stay on track and cover all aspects of implementation.
- Exceptional oral and written communication and relationship building skills.
- Strong analytical and problem-solving skills.
- Ability to conduct presentations and speak to diverse groups.
- High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint.
- Proficiency with agency management systems and web browser software.
- Exceptional time management and organization skills.
- Demonstrated ability to manage multiple priorities efficiently.
Skills
- Client servicing
- Client relationship management
- Benefit plan design and renewal
- Employee open enrollment
- Wellness program coordination
- Regulatory compliance
- Insurance knowledge
- Marketing process coordination
- Census data compilation
- Carrier communication
- Proposal and presentation preparation
- Employee communication
- Contract review
- Summary plan description review
- Implementation coordination
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Agency management systems
- Web browser software
- Time management
- Organization
- Priority management
Location
- North America
Work Type
- Hybrid
Experience Level
- Not specified
Education Level
- Bachelor’s Degree in Risk Management, Business Administration or other related fields (plus)
- Insurance designations (plus)
Salary/Compensations
- $64,700 to $120,400
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement
- Professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
- Health and welfare benefits
- 401K savings and other retirement programs
- Employee assistance programs
About the Company
- Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities.
- With offices across North America, MMA combines the personalized service model of a local consultant with the global resources of Marsh McLennan (NYSE: MRSH).
Equal Opportunity
- Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.