Client Solutions Specialist

2 months ago

San Diego, California, United States Marsh & McLennan Companies Full time
Company:
Marsh & McLennan Companies

Position Overview:

The Client Manager plays a crucial role in delivering expert guidance and support that necessitates a blend of technical acumen and exceptional client service capabilities to fulfill client requirements and address challenges. This position may also involve acting as a Client Executive Service for designated accounts, ensuring the effective preparation and delivery of renewal and new business presentations.

Key Responsibilities:
  • Serve as the primary liaison for Clients, Carriers, and the Client Service Team in various areas, including:
    • Reviewing and preparing Requests for Proposals (RFPs).
    • Analyzing utilization reports, carrier data, and claims trends.
    • Managing COBRA, HIPAA, and coordinating 5500 data.
    • Collaborating with carrier representatives to facilitate the seamless implementation of new plans.
    • Ensuring timely delivery of necessary plan information and materials to clients.
  • Guide and support Benefit Analysts in collecting Client census and benefit plan information essential for preparing materials for new business presentations, renewals, and open enrollment sessions.
    • Clarify client needs and concerns, emphasizing how various plan designs and recommendations can address these issues.
    • Review renewals, new business presentations, and open enrollment materials for accuracy, compliance, and professionalism.
    • Maintain client files and documentation in accordance with established policies and Marsh & McLennan professional standards.
  • Enhance analytical, customer service, and communication skills necessary for advancement to Client Manager II.
    • Present financial metrics to Client Service or Sales Executives to predict and analyze plan benefit costs and influencing factors.
    • Participate in prospect and renewal meetings under the guidance of the Client Executive Service to understand client needs and concerns.
    • Learn best practices for presenting renewal outcomes and providing recommendations based on findings.
    • Conduct employee open enrollment meetings to discuss benefit options.
    • Address and resolve routine client issues related to benefit services and coverage inquiries.
  • Keep the Client Executive Service informed of potential errors and omissions concerns and client dissatisfaction. Collaborate to devise possible resolutions and proactive strategies to prevent ongoing or future issues.
Qualifications:
  • A comprehensive understanding of health and welfare plan benefits and carriers, typically acquired through a minimum of 5 years of experience in group health and benefits sales or service within a brokerage or carrier environment.
  • A Bachelor’s degree is strongly preferred.
  • Excellent communication skills, capable of translating technical matters into clear, concise, and accurate written and verbal explanations.
  • In-depth knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features, and factors affecting costs and plan design.
  • Possession of a valid unrestricted Life and Disability License in California, with adherence to continuing education requirements.
  • A valid driver's license and reliable transportation are required.
  • Proficiency in Microsoft Word, Excel, and PowerPoint, including experience in creating tables, charts, graphs, pivot tables, and formulas.
Work Environment:
  • Ability to operate a computer keyboard and remain in a stationary position for extended periods, as well as utilize office equipment such as fax and copy machines, and telephones. The work environment is typically an office setting.
  • Travel to client locations is required, usually within driving distance, but may occasionally involve overnight stays.
Compensation:
The applicable base salary range for this role is $60,000 to $128,000, determined by factors such as experience, skills, training, location, certifications, and education. In addition to the base salary, this position may be eligible for performance-based incentives. Marsh & McLennan Companies offers a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other retirement programs, as well as employee assistance programs.

Marsh & McLennan Companies values a diverse workforce and is committed to creating an inclusive environment for all employees.

  • Client Solutions Professional

    2 weeks ago

    San Diego, California, United States Vets Hired Full time

    About the JobWe are seeking a highly motivated and experienced Client Solutions Executive to join our team at Vets Hired. As a Client Solutions Executive, you will be responsible for bringing in new clients and working with existing ones to drive business growth.Key ResponsibilitiesMeet with prospective and existing customers to assess their technology needs...

  • Client Solutions Professional

    2 weeks ago

    San Diego, California, United States Vets Hired Full time

    About the JobAs a Client Solutions Executive at Vets Hired, you will play a crucial role in driving business growth by identifying and acquiring new clients. Your primary focus will be on developing and executing strategies to expand our client base, while also maintaining strong relationships with existing customers.Key ResponsibilitiesMeet with prospective...

  • Client Solutions Specialist

    1 week ago

    San Francisco, California, United States Skai Full time

    Job DescriptionReady to take your career to the next level? Skai is looking for the best and the brightest to join our family. We're proud of our industry-leading digital marketing software but we're even prouder of the people behind it. That's where you come in.About the RoleOur work environment is very fast-paced and entrepreneurial. We work hard, we play...

  • Travel Nurse ICU Specialist

    3 weeks ago

    San Diego, California, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistTRS Healthcare is seeking a skilled Travel Nurse ICU Specialist to join their team in San Diego, California.Job Description & RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelTRS Healthcare Job ID #1220193. Pay package is based...

  • Client Solutions Sales Executive

    2 months ago

    San Diego, California, United States South Coast Copy Systems Full time

    Job OverviewWe are looking for a dedicated Client Solutions Sales Executive to enhance our sales efforts. This role involves managing a specific territory and promoting our company’s innovative offerings to boost revenue.Key Responsibilities:Effectively present and promote Canon office solution products and services to both new and existing...

  • Client Service Associate

    1 week ago

    San Diego, California, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateJob Summary:RemoteLink Solutions is a subsidiary of TalentLink Solutions, a leading provider of hiring and human resources consulting solutions for the financial services community. We are seeking a highly motivated and detail-oriented Client Service Associate to join our team.Responsibilities:* Prepare advisors for...

  • Travel Nurse ICU Specialist

    4 weeks ago

    San Diego, California, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistWe are seeking a skilled Travel Nurse ICU Specialist to join our team at HealthEcareers - Client in La Jolla, California.Job Summary:This is a 13-week travel nursing assignment in the Intensive Care Unit (ICU) at a reputable hospital in La Jolla, California. As a Travel Nurse ICU Specialist, you will provide high-quality...

  • Solutions Support Specialist

    2 weeks ago

    San Diego, California, United States CTI Full time

    Job SummaryCTI is seeking a highly skilled Solutions Support Specialist to provide expert technical support and training to customers. As a Solutions Support Specialist, you will be responsible for providing timely and efficient support to end users, configuring and managing operating systems, networks, and hardware, and working closely with engineering and...

  • Account Specialist

    1 week ago

    San Diego, California, United States Atria Wealth Solutions Full time

    Account SpecialistAtria Wealth Solutions, Inc. is a leading wealth management solution holding company focused on delivering innovative financial advice to financial professionals, institutions, and clients.As an Account Specialist, you will play a critical role in empowering financial institutions and independent financial professionals with sophisticated...

  • Client Service Associate

    3 weeks ago

    San Diego, California, United States TalentLink Solutions Full time

    Job Title: Client Service AssociateRemoteLink Solutions, a subsidiary of TalentLink Solutions, is seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, handling client inquiries, and performing various...

  • Automation Specialist

    7 days ago

    San Diego, California, United States Innova Solutions Full time

    Job Title: Automation SpecialistInnova Solutions is seeking an experienced Automation Specialist to join our team. As an Automation Specialist, you will be responsible for designing, optimizing, and implementing automated workflows on robotic systems.Key Responsibilities:Integrate liquid handling robotics with supporting instrumentation to execute molecular...

  • Implementation Specialist I, Technical Solutions Expert

    2 weeks ago

    San Diego, California, United States The Heil Co Full time

    At The Heil Co, we're committed to delivering innovative solutions that drive business growth and sustainability. As an Implementation Specialist I, you'll play a key role in helping our clients succeed by implementing technical systems, software, and hardware solutions.Key Responsibilities:Evaluate client needs and develop configurations that support...

  • Client Support Specialist III

    2 weeks ago

    San Diego, California, United States Coastal Payroll Full time

    About Coastal PayrollAt Coastal Payroll, we're dedicated to delivering exceptional human capital management services to our clients. As a leading provider of payroll solutions, we've grown a team that genuinely cares about our clients' success.We promote a fast-paced, fun, and creative work environment that fosters growth and development. Our award-winning...

  • Client Intake Coordinator

    4 weeks ago

    San Diego, California, United States Law Offices of Anna R. Yum Full time

    Job Title: Client Intake SpecialistWe are seeking a highly organized and empathetic Client Intake Specialist to join our team at the Law Offices of Anna R. Yum. As a Client Intake Specialist, you will be the first point of contact for our prospective clients, providing them with a exceptional telephone experience.Responsibilities:Convey confidence and set...

  • Senior Client Service Associate

    4 weeks ago

    San Diego, California, United States TalentLink Solutions Full time

    Job Title: Senior Client Service AssociateTalentLink Solutions is seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our ultra-high net worth clients.Key Responsibilities:Manage client accounts,...

  • Senior Client Service Associate

    2 weeks ago

    San Diego, California, United States TalentLink Solutions Full time

    {"title": "Senior Client Service Associate", "description": "Job SummaryTalentLink Solutions is seeking a highly skilled and experienced Senior Client Service Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service, managing client relationships, and ensuring the smooth operation of...

  • Client Services Representative

    1 month ago

    San Diego, California, United States Vets Hired Full time

    About the JobWe are seeking a highly skilled Sr Client Services Specialist to join our team at Vets Hired. As a key member of our banking team, you will be responsible for delivering exceptional customer service and building strong relationships with our clients.Key ResponsibilitiesInterview and determine customers' banking needs, providing personalized...

  • Client Intake Coordinator

    4 weeks ago

    San Diego, California, United States Law Offices of Anna R. Yum Full time

    Job Title: Client Intake SpecialistWe are seeking a highly organized and empathetic Client Intake Specialist to join our team at the Law Offices of Anna R. Yum. As a key member of our client services team, you will be responsible for providing exceptional telephone experiences to our prospective clients, helping them navigate their legal needs and...

  • IT Support Specialist

    2 weeks ago

    San Diego, California, United States Culturetech Solutions Full time

    Job OverviewCulturetech Solutions is a boutique information technology services company that values long-term relationships and consistent performance. We are seeking an IT Support Specialist to join our team and provide helpdesk support to our clients.Provide first-level contact and problem resolution for internal users' hardware, software, and...

  • Client Support Specialist III, Benefits

    2 weeks ago

    San Diego, California, United States Coastal Payroll Full time

    Job DescriptionAt Coastal Payroll Services, we're dedicated to delivering exceptional human capital management services. As a leading provider of payroll solutions, we support thousands of clients nationwide. Our team is driven by a passion for putting people first and has grown a culture that genuinely cares about our clients. We promote a fast-paced, fun,...