Client Manager, Employee Health & Benefits

Marsh & McLennan Companies • Greenville, SC

145d • Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). We are seeking a detail-oriented and proactive Client Manager to join our Employee Health & Benefits team. In this role, you will manage tasks related to individual life, disability, medical insurance, and financial services, focusing on delivering exceptional client service and effectively managing client accounts. Key responsibilities include processing applications and proposals for individual insurance policies, maintaining accurate client records, and assisting with securities trading while ensuring compliance with regulations. You will also oversee individual annuity accounts, prepare reports, and manage client inquiries. Administrative support tasks such as organizing client information, scheduling meetings, and preparing presentations will be essential. As the primary point of contact for clients, you will address inquiries, foster positive relationships, and collaborate with compliance resources to ensure adherence to regulations. Your insights into market strategy and involvement in carrier negotiations will enhance our commitment to outstanding client service and strategic initiatives.

Requirements

• Bachelor's degree or equivalent work experience required.
• Minimum of three years of Benefits/HR experience.
• Working knowledge of risk management techniques and Employee Health and Benefits markets.
• Ability to communicate with a variety of stakeholders.
• Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship.

Nice To Haves

• Preference for candidates with Series 63 and 66 licenses.
• Previous experience in a similar role within the insurance or financial services industry.
• Life & Health License or ability to obtain within 90 days.

Responsibilities

• Manage tasks related to individual life, disability, medical insurance, and financial services.
• Process applications and proposals for individual insurance policies.
• Maintain accurate client records.
• Assist with securities trading while ensuring compliance with regulations.
• Oversee individual annuity accounts.
• Prepare reports and manage client inquiries.
• Organize client information, schedule meetings, and prepare presentations.
• Address client inquiries and foster positive relationships.
• Collaborate with compliance resources to ensure adherence to regulations.
• Provide insights into market strategy and participate in carrier negotiations.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree