Client Manager, Employee Health & Benefits

Marsh McLennan•Raleigh, NC

3d•Hybrid

About The Position

The Client Manager on Marsh McLennan Agency’s Employee Health & Benefits team directly manages client relationships with HR, Benefits, and Payroll contacts, handling day-to-day service needs such as claim resolution, billing questions, eligibility issues, and other intermediate-level concerns. The role monitors potential escalations, keeps Strategic and Consultant partners informed of significant client developments, and coordinates with internal support, specialty, compliance, communications, implementation, and technology teams to meet client needs accurately and efficiently. The Client Manager contributes to developing and executing client strategy. This includes preparing market strategy materials, benchmarking requests, marketing submissions, proposals, cost analyses, benefit comparisons, client presentations, and enrollment communications. The role oversees collection and review of client census, plan, rate, claims, policy, contract, and other documentation; negotiates pricing and contract terms with carriers and vendors; and supports open enrollment and implementation activities. Across the client lifecycle, the Client Manager maintains accurate agency management system records, organizes client files, manages deliverables from internal and external resources, and collaborates regularly with consultants and peers. The role helps develop benefit packages, guide client decision-makers, and contribute to client retention and new business opportunities.

Requirements

Bachelor’s degree or equivalent work experience.
Three to six years of experience in HR or employee benefits preferred.
Working knowledge of benefits markets, marketing techniques, applicable insurance products, coverage lines, and fully insured markets.
Intermediate knowledge of Health Care Reform, including affordability, plan sufficiency, and potential non-compliance penalties.
Ability to clearly and effectively explain benefit products, financial information, experience reporting, and claims data to clients.
Legal authorization to work in the U.S. permanently and on an ongoing basis without current or future sponsorship.

Nice To Haves

Life and Health license within 90 days of employment.
Prior insurance brokerage experience.

Responsibilities

Manage relationships with HR, Benefits, and Payroll client contacts.
Address day-to-day client needs, including claim resolution, billing questions, eligibility issues, and other intermediate-level concerns.
Monitor potential escalations and keep Strategic and Consultant partners informed of significant client developments.
Coordinate with internal support, specialty, compliance, communications, implementation, and technology teams to meet client needs.
Develop and execute client strategy.
Prepare market strategy materials, benchmarking requests, marketing submissions, proposals, cost analyses, benefit comparisons, client presentations, and enrollment communications.
Oversee the collection and review of census, plan, rate, claims, policy, contract, and other client documentation.
Negotiate pricing and contract terms with carriers and vendors.
Support open enrollment and implementation activities.
Maintain accurate records in the agency management system and organize client files.
Manage deliverables from internal and external resources and collaborate with consultants and peers.
Help develop benefit packages, guide client decision-makers, and contribute to client retention and new business opportunities.