• Job Description

  Req#: R_306993

  Company:

  Marsh McLennan Agency

  Description:

  Position Overview
  The Client Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Client Managers serve as a primary day-to-day contact for our clients.
  
  Principal Duties and Responsibilities

  • Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients’ HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions

  • Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations

  • Manage implementation of new lines of coverage and carrier changes and insure 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 client in understanding how the issues apply to them

  • Responsible for electronic file set-up 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 the accounts assigned 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

  
  Knowledge, Skills and Abilities
  Required:

  • 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, Power Point)

  Preferred:

  • Some college or technical training in related discipline

  • Continuing education such as RHU, REBC, CEBS, or CBP

  • Experience using BenefitPoint

  #LI-DNI

• About the company

  Marsh & McLennan Companies, Inc. is a global professional services firm, headquartered in New York City with businesses in insurance brokerage, risk management, reinsurance services, talent management, investment advisory, and management consulting.

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