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Marsh McLennan Agency · 1 week ago

Client Manager - Employee Health & Benefits

Los Angeles, CA

Full-time

Hybrid

Mid, Senior Level

$63K/yr - $118K/yr

5+ years exp

Marsh McLennan Agency is seeking a Client Manager for Employee Health & Benefits who will provide advice and assistance to meet client needs and resolve difficulties. The role involves acting as the initial point of contact for clients, overseeing the preparation and presentation of renewal and new business materials, and ensuring compliance with company standards.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Hiring Manager

Claudia Jenkins

Responsibilities

Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas:

RFP review and preparation

Analysis of utilization reports, carrier reports and claims data and trends

COBRA, HIPAA and coordination of 5500 data

Work closely with and instruct carrier representatives to ensure smooth implementation of new plans

Ensure required plan information and materials are sent to the client in a timely manner

Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings

Explain client needs and concerns focusing on how various plan designs and recommendations address those issues

Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance

Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Marsh & McLennan professional standards

Develop analytical, customer service and communication skills needed to perform as a Client Executive Service

Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates

Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns

Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities

Conduct employee open enrollment meetings to communicate benefit options

Respond to and resolve routine issues the client may encounter regarding receipt of benefit services and coverage questions

Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems

Qualification

HealthWelfare benefitsEmployee health insuranceClient service skillsMicrosoft Office proficiencyCommunication skillsAnalytical skillsPresentation skillsMentoring skillsProblem-solving skillsTeam collaboration

Required

Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 years' experience providing group health and benefits sales or service while at a brokerage or carrier

Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format

Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design

Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements

Maintain a valid driver's license and dependable transportation

Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas

Preferred

Bachelor degree strongly preferred

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees