Marsh McLennan Agency · 21 hours ago
Client Relations Director - Employee Health & Benefits
Marsh McLennan Agency is seeking a Client Relations Director for their Employee Health & Benefits division. This role involves supervising, training, and mentoring colleagues, ensuring compliance with quality and service standards while maintaining the organization’s reputation in client and carrier interactions.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Maintains full working knowledge of client relations positions within a designated line of business and will provide support where and when staffing shortages occur
Acts as a liaison with carriers and facilitates company meetings in all locations, specifically between Employee Health & Benefits Client Relations and sales teams
Develops, implements and monitors workflows and procedures to ensure high quality service and compliance to agency standards. Continuously looks for ways to refine standards, workflows and procedures
Coaches, supervises and trains client relations colleagues, structuring the training agenda to achieve high performance. Leadership management experience preferred
Incorporates into all practices, policies and procedures guidelines to minimize agency errors and omissions exposure and promote quality standards
Supports full utilization of the agency automation system and other automation tools (i.e. internet, third party software, etc.) to improve customer service and agency efficiency
Participates in interviewing, hiring, performance management and performance coaching of colleagues
Stays informed regarding insurance technical knowledge, agency automation, company information, and other operating techniques
Works continually towards self-development to stay current regarding insurance knowledge, customer service and supervisory procedures and practices
Promotes open communication within the department
Provides technical assistance to colleagues
Keeps management informed about departmental issues
Actively participates in organization initiatives and support core values including community involvement
Performs other duties as required and assigned
Qualification
Required
5+ years' experience in the Employee Health & Benefits industry
Experience in managing large complex group benefit plans
Experience with self-funding arrangements
Demonstrates leadership skills and a track record of success
Maintains a positive and respectful attitude with fellow colleagues
Works as a team member to achieve profit center goals and overall company goals
Demonstrates constructive customer service skills, internally and externally, with effective communication, respect, and integrity
Maintains confidentiality of all information related to clients, colleagues, carriers, or as appropriate, other information
Dependable and consistently reports to work on time prepared to perform duties of the position
Actively supports and incorporates the company mission and core values into daily activities
Embraces core values: accountability, balance, excellence, integrity, respect and humanity
Preferred
Leadership management experience
Benefits
Performance-based incentives
Annual profit sharing
Paid paternity/maternity leave
Medical leave
401K savings
Other wellbeing programs
Company
Marsh McLennan Agency
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.
Funding
Current Stage
Late StageRecent News
2026-01-23
2025-12-09
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