Client Service Manager

5 days ago

Scottsdale, Arizona, United States MMC Inc Full time
Job Summary

MMC Inc is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for proactively managing client service, renewal activities, and administration of products for the clients assigned to you.

Key Responsibilities
  • Manage day-to-day client relationships and ensure timely resolution of service issues.
  • Develop and maintain strong partnerships with clients' HR managers and other support staff.
  • Assist in preparing bid specifications for Requests for Proposal (RFPs) and obtain necessary census and historical data for the bid process.
  • Analyze quotes and offer advice on competitive carriers and products.
  • Negotiate with insurance carrier representatives and underwriters as needed.
  • Prepare client proposals for approval and proof all proposals for accuracy.
  • Attend client meetings and presentations to ensure effective communication and relationship-building.
  • Manage the implementation of new lines of coverage and carrier changes, ensuring a smooth launch and transition.
  • Complete all new and 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 and report any inaccuracies to the carrier 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 them in understanding how these issues apply to them.
  • Responsible for electronic file setup and maintenance, as well as ongoing filing and documentation of client meetings, issues, and decisions.
  • Plan, prioritize, and complete day-to-day workload, taking into account new business, renewal business, and day-to-day service responsibilities for the accounts assigned in a timely manner, ensuring internal and external deadlines are met.
  • Conduct all business in accordance with established policies and procedures.
  • Attend onsite and offsite client meetings as necessary.
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 Qualifications
  • 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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