Associate I - Account Management

Marsh McLennan•Portland, OR

4d•Hybrid

About The Position

As an Client Service Manager within the Employee Health & Benefits team, you’ll utilize your exceptional client servicing skills to maintain and expand client relationships. You will collaborate with the sales team, carriers and the client to establish and renew benefit plans to meet the client’s needs. You will also perform varied service functions such as employee open enrollment meetings, wellness options and other day-to-day service to ensure the client’s needs and expectations are met. This job is approximately 70% internal and 30% client interfacing, including frequent client discussions, participation in strategy meetings and making presentations to decision makers and employees. In addition, this role includes coordination and active participation in the advancement of Wellness drivers for assigned clients as well as other clients as requested. All Client Service Managers are expected to participate in continuing education to maintain their licenses, stay current with all regulations and enhance insurance knowledge.

Requirements

Active Life and Health license
Building and maintaining strong relationships with colleagues and clients
Strong knowledge of plan designs from varied carriers in the marketplace
Managing accounts through the calendar year life cycle
Assisting clients with federal and state law compliance and interpreting contractual language
Exceptional oral and written communication and relationship building skills
Strong analytical and problem-solving skills
Ability to conduct presentations and speak to diverse groups
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently

Nice To Haves

Bachelor’s Degree in Risk Management, Business Administration or other related fields
Insurance designations

Responsibilities

Maintain and expand client relationships.
Collaborate with the sales team, carriers and the client to establish and renew benefit plans.
Perform service functions such as employee open enrollment meetings and wellness options.
Coordinate and participate in the advancement of Wellness drivers for assigned clients.
Participate in continuing education to maintain licenses, stay current with regulations and enhance insurance knowledge.
Coordinate and complete the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.
Prepare employee communications.
Organize and conduct enrollment meetings.
Manage re-enrollment forms.
Review contracts and summary plan descriptions.
Meet via conference calls or in person with carriers and clients to stay on track and cover all aspects of implementation.