Benefits Account Manager

1 day ago

Tucson, Arizona, United States Marsh LLC Full time

Job Summary

The Client Manager position at Marsh LLC is a key role that involves proactively managing client service, renewal activities, and administration of products for assigned clients. As a primary day-to-day contact for our clients, the Client Manager will develop solid partnerships with clients' HR managers and other support staff, manage service issues, research problems, and present and implement effective, timely solutions.

Key Responsibilities

  • Manage day-to-day activities for Benefits accounts, including developing partnerships with clients' HR managers and other support staff, managing service issues, researching problems, and presenting and implementing effective, timely solutions.
  • Assist in preparing bid specifications for Requests for Proposal (RFPs), obtain necessary census and historical data for the bid process, develop knowledge of carriers and products offered, analyze quotes, and offer advice on competitive carriers/products.
  • Manage implementation of new lines of coverage and carrier changes, ensuring a smooth launch/transition, complete all new/renewal business paperwork and internal documentation.
  • Prepare employee communications materials, such as brochures, flyers, and payroll stuffers.
  • Conduct group education and enrollment meetings at client sites or via webinar as required.
  • Proof booklets and contracts for accuracy, report inaccuracies to the carrier(s) for correction, request Schedule As for clients' IRS Form 5500 filings, and facilitate signature-ready Form 5500s.
  • Notify clients of legislative and regulatory changes and assist clients in understanding how the issues apply to them.
  • Responsible for electronic file setup and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions.
  • Plan, prioritize, and complete day-to-day workload, taking into account new business, renewal business, and day-to-day service responsibilities for assigned accounts in a timely manner, ensuring internal/external deadlines are met.
  • Conduct all business in accordance with established policies and procedures.
  • Attend onsite and offsite client meetings as necessary.
  • Other duties as assigned.

Requirements

  • High School Diploma or GED.
  • 3+ years in group benefits with at least 1+ years in a Client Manager or similar level role.
  • Licensed in Arizona Health, Life, and Disability (or ability to be licensed within 60 days of employment).
  • Ability to develop and work with mathematical formulas.
  • Ability to effectively communicate, both written and verbally, with internal and external parties.
  • Ability to conduct education and enrollment meetings (comfortable with public speaking).
  • Excellent time management, organizational, and multi-tasking skills with high attention to detail.
  • Ability to build and maintain effective relationships with clients, carriers, and peers.
  • Ability to work independently and in cross-functional teams.
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, PowerPoint).

Preferred

  • Some college or technical training in a related discipline.
  • Continuing education such as RHU, REBC, CEBS, or CBP.
  • Experience using BenefitPoint.

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