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About the Role
As a Client Service Manager within the Employee Health & Benefits team, you will maintain and expand client relationships by utilizing your exceptional client servicing skills. You will collaborate with the sales team, carriers, and clients to establish and renew benefit plans, and perform service functions like open enrollment meetings and wellness options to meet client needs. This role is approximately 70% internal and 30% client-facing.
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, stay current with regulations, and enhance insurance knowledge.
- Coordinate and complete the marketing process for new and renewal group business.
- Prepare employee communications.
- Organize and conduct enrollment meetings.
- Manage re-enrollment forms.
- Review contracts and summary plan descriptions.
- Meet with carriers and the client to stay on track and cover all aspects of implementation.
Requirements
- Active Life and Health license.
- 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.
- Experience building and maintaining strong relationships with colleagues and clients.
- Strong knowledge of plan designs from varied carriers in the marketplace.
- Experience managing accounts through the calendar year life cycle.
- Experience assisting clients with federal and state law compliance and interpreting contractual language.
- Experience compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.
Skills
- Client servicing
- Client relationship management
- Collaboration
- Benefit plan administration
- Wellness program coordination
- Communication
- Presentation skills
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Agency management systems
- Web browser software
- Time management
- Organization
- Analytical skills
- Problem-solving skills
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
- Performance-based incentives may be available.
Benefits
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
About the Company
- Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions.
- MMA combines the personalized service model of a local consultant with the global resources of Marsh McLennan.
- MMA has offices across North America.
Equal Opportunity
- Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.