Flexible Benefits Client Implementation Specialist

Marsh McLennan•Greenville, SC

About The Position

Marsh McLennan Agency is seeking a Client Implementation Specialist to join their Flexible Benefits Team. This role is responsible for managing the New Client Onboarding process within the Flexible Benefits TPA and reports to the Flexible Benefits and COBRA Development Executive. The position emphasizes providing a relational customer service experience from the initial interaction and building strong client relationships. Marsh Agency offers business insurance, employee health & benefits, retirement, and private client insurance solutions, combining local service with global resources.

Requirements

High school diploma or equivalent work experience
Several years of experience working with large system record keeping platforms
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Act with responsiveness, urgency and professionalism in all matters
Maintain an enthusiastic, positive attitude
Able to utilize Office Suite applications (Word, Excel, PowerPoint, Outlook) and Adobe
Ability to analyze large datasets; an analytical mind and inclination for problem-solving

Nice To Haves

Flexible Benefits Experience
Third Party Administration Experience

Responsibilities

Initiate and manage end-to-end tasks associated with the new client implementation and onboarding.
Exhibit ownership of the implementation experience and client satisfaction throughout the onboarding process.
Coordinate and facilitate meetings related to new client onboarding to include sales discovery, software demonstrations, plan setup and training.
Build and maintain strong relationships with key internal partners in Relationship Management, Sales, Systems Operations, Treasury and Claims Administration, as well as external Broker partners and Account Managers.
Utilize MS Office tools to document scope, meeting agendas/notes and project plans.
Track and report progress of implementation progress.
Coordinate and manage the off-boarding process for clients terminating their contracts with both internal and external stakeholders.
Coordinate the plan document review process with internal teams and clients as directed by supervisor for both new and current clients.
Develop and provide ongoing management of new client implementation setup forms, implementation resource documents, client termination resources, internal standard operating procedures, and tracking tools.
Provide additional support to Client Relationship Team for enrollment meetings, client submitted participant escalations and educational support as needed.
Keeps abreast of current trends, Internal Revenue Service (IRS) and Department of Labor (DOL) regulations and pronouncements and communicates these changes to the staff to promote knowledge.
Responsible for adhering to standard operating procedures and processes to assure the highest quality product, development of staff through training and ongoing support involving record keeping and computer technology.
Bring forward suggestions for organizational improvement.
Attend seminars, classes and carrier meetings to keep abreast of new products available for Clients and acquire expertise in legislative changes, as opportunities occur.
Support overall revenue and retention goals.
Other duties and responsibilities as requested by management.