Client Manager - Employee Benefits

Marsh McLennan•Los Angeles, CA

4d•$64,700 - $120,400

About The Position

The Client Manager provides advice and assistance by applying technical and industry knowledge and client service skills to meet client needs and resolve difficulties. For specifically assigned accounts, the Client Manager may occasionally perform Client Executive Service duties, including overseeing the preparation and delivery of renewal and new business presentations. The role serves as an initial point of contact for clients, carriers, and other members of the Client Service Team. It supports RFP preparation, analysis of utilization and carrier reports and claims data, COBRA and HIPAA matters, coordination of Form 5500 data, plan implementation, and timely delivery of plan information and materials. The Client Manager guides and mentors Benefit Analysts, helps explain client needs and plan recommendations, and reviews presentations and enrollment materials for accuracy, completeness, compliance, and professional appearance. The position also develops the analytical, customer service, and communication skills needed for advancement to Client Manager II. Under guidance, the Client Manager participates in prospect and renewal meetings, learns to present renewal outcomes and recommendations, conducts employee open enrollment meetings, resolves routine benefit-service and coverage questions, and works with the Client Executive Service on potential errors and omissions concerns, client dissatisfaction, and preventive or corrective solutions.

Requirements

Generally, five years of experience providing group health and benefits sales or service at a brokerage or carrier.
Strong understanding of health and welfare plan benefits and carriers, with expertise recognized by colleagues and clients.
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 and their strengths and weaknesses, plan design features, and factors affecting cost and plan design.
Maintain a valid, unrestricted California Life and Disability License 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.
Ability to use a computer keyboard, remain stationary for extended periods, and use office equipment such as fax and copy machines and telephones.
Ability to travel to client sites, usually within driving distance, with occasional out-of-town stays of two to five nights.

Nice To Haves

Bachelor’s degree strongly preferred.

Responsibilities

Act as an initial point of contact for clients, carriers, and other Client Service Team members on RFP review and preparation.
Analyze utilization reports, carrier reports, claims data, and trends.
Handle COBRA and HIPAA matters and coordinate 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 with company and regulatory guidelines, and professional appearance.
Maintain client files and documentation according to policy, procedures, and Marsh & McLennan professional standards.
Present financial measures used to predict and analyze plan benefit costs and explain factors that influence 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 make recommendations to clients based on findings.
Conduct employee open enrollment meetings to communicate benefit options.
Respond to and resolve routine client issues concerning benefit services and coverage questions.
Keep the Client Executive Service informed of potential errors and omissions concerns and client dissatisfaction, and collaborate on resolutions and preventive solutions.