Client Manager - Employee Benefits

Marsh•Aliso Viejo, CA

3d•$64,700 - $120,400

About The Position

The Client Manager provides advice and assistance using technical and industry knowledge and client service skills to meet client needs and resolve difficulties. The role may occasionally perform Client Executive Service duties for assigned accounts, including overseeing the preparation and delivery of renewal and new business presentations. The Client Manager serves as an initial point of contact for clients, carriers, and other Client Service Team members on matters including RFPs, utilization and claims analysis, COBRA, HIPAA, Form 5500 coordination, plan implementation, and timely delivery of plan information. The role guides and mentors Benefit Analysts, reviews client-facing materials for accuracy, completeness, compliance, and professional presentation, and maintains client documentation according to policy and professional standards. The position develops analytical, customer service, and communication capabilities toward performing at the Client Manager II level. Responsibilities include explaining financial measures and plan costs, participating in prospect and renewal meetings under guidance, learning to present renewal outcomes and recommendations, conducting employee open enrollment meetings, resolving routine benefit service and coverage issues, and communicating potential errors-and-omissions concerns or client dissatisfaction to the Client Executive Service. Work is performed in a typical interior office environment and requires travel to client sites, usually within driving distance, with occasional trips involving two to five nights away. The applicable base salary range is $64,700 to $120,400. The position may also be eligible for performance-based incentives. The rewards package includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.

Requirements

Strong understanding of health and welfare plan benefits and carriers, generally acquired through five years of group health and benefits sales or service experience at a brokerage or carrier.
Strong communication skills, including the ability to explain technical matters in non-technical terms and present information clearly, concisely, and accurately in writing and verbally.
Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features, and factors affecting cost and plan design.
Maintain a valid unrestricted Life and Disability License in California and meet continuing education requirements.
Maintain a valid driver's license and dependable transportation.
Proficiency with Microsoft Word, Excel, and PowerPoint, including experience creating tables, charts, graphs, pivot tables, and formulas.

Nice To Haves

Bachelor's degree strongly preferred.

Responsibilities

Act as the initial point of contact for clients, carriers, and other Client Service Team members regarding RFP review and preparation.
Analyze utilization reports, carrier reports, claims data, and trends.
Coordinate COBRA, HIPAA, and Form 5500 data.
Work with and instruct carrier representatives to support smooth implementation of new plans.
Ensure required plan information and materials are sent to clients in a timely manner.
Guide and mentor Benefit Analysts in gathering client census and benefit plan information for new business presentations, renewals, and open enrollment meetings.
Explain client needs and concerns, including how plan designs and recommendations address them.
Review renewals, new business presentations, and open enrollment materials for accuracy, completeness, compliance, and professional appearance.
Maintain client files and documentation according to policies, procedures, and Marsh & McLennan professional standards.
Present financial measures used to predict and analyze plan benefit costs and explain factors affecting costs and premium rates.
Participate in prospect and renewal meetings under the guidance of the Client Executive Service to learn client needs, challenges, and concerns.
Learn to present renewal outcomes and recommendations to clients.
Conduct employee open enrollment meetings to communicate benefit options.
Respond to and resolve routine client issues concerning benefit services and coverage.
Keep the Client Executive Service apprised of potential errors-and-omissions concerns and client dissatisfaction, and collaborate on resolutions and proactive solutions.
Travel to client sites, including occasional trips involving two to five nights out of town.