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Client Manager
2 months ago
We are seeking a highly skilled Client Manager to join our team at Marsh & McLennan Agency. As a Client Manager, you will be responsible for providing expert advice and assistance to clients, utilizing your technical knowledge and client service skills to meet their needs and resolve difficulties.
Key Responsibilities- Act as the primary point of contact for clients, carriers, and other stakeholders, providing guidance and support on RFPs, utilization reports, carrier reports, and claims data.
- Work closely with carrier representatives to ensure smooth implementation of new plans, ensuring timely delivery of required plan information and materials.
- Guide and mentor Benefit Analysts in gathering client census and benefit plan information, preparing materials for new business presentations, renewals, and open enrollment meetings.
- Review and analyze plan designs, recommendations, and renewal materials to ensure accuracy, completeness, and compliance with company and regulatory guidelines.
- Develop and maintain strong analytical, customer service, and communication skills to perform as a Client Executive Service.
- Present financial measures and plan benefit costs to clients, identifying factors influencing those costs and premium rates.
- Participate in prospect and renewal meetings, learning client needs, challenges, and concerns, and developing best practices to present renewal outcomes.
- Conduct employee open enrollment meetings, communicating benefit options and responding to routine issues and coverage questions.
- Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction, strategizing resolutions and proactive solutions.
- 5 years' experience providing group health and benefits sales or service at a brokerage or carrier, with a strong understanding of health and welfare plan benefits and carriers.
- Bachelor's degree strongly preferred.
- Strong communication skills, with the ability to provide non-technical explanations and summarize information in a clear, concise, and accurate written and verbal format.
- Valid unrestricted Life and Disability License in California, with continuing education requirements.
- Proficiency with Microsoft Word, Excel, and PowerPoint, including work experience creating tables, charts, graphs, pivot tables, and formulas.
We offer a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs, as well as employee assistance programs. We celebrate and promote the many backgrounds, heritages, and perspectives of our colleagues and clients, and offer a culture that values diversity and inclusion.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to join a dynamic team, please submit your application.
