Client Manager - Employee Health & Benefits

Marsh•San Diego, CA

6d•$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. 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 contact for clients, carriers, and other Client Service Team members on matters such as RFPs, utilization and claims analysis, COBRA, HIPAA, Form 5500 data coordination, plan implementation, and timely delivery of plan information. The Client Manager guides and mentors Benefit Analysts, reviews client-facing materials for accuracy, completeness, compliance, and professional presentation, and maintains client files according to policy and company standards. The position develops analytical, customer service, and communication skills toward progression to Senior Client Manager. It involves learning and supporting client meetings, presenting benefit cost measures and renewal outcomes, conducting employee open enrollment meetings, resolving routine benefit service and coverage issues, and collaborating with the Client Executive Service on client dissatisfaction and potential errors-and-omissions concerns. Work is performed in a typical interior office environment and requires extended periods using a computer and office equipment. Travel to client sites is required, usually within driving distance, with occasional overnight trips of two to five nights.

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, 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 work experience creating tables, charts, graphs, pivot tables, and formulas.
Ability to use a computer keyboard and office equipment, and to sit in a stationary position for extended periods.

Nice To Haves

Bachelor's degree strongly preferred.

Responsibilities

Serve as an initial point of contact for clients, carriers, and other Client Service Team members.
Review and prepare requests for proposals (RFPs).
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 and how plan designs and recommendations address them.
Review renewals, new business presentations, and open enrollment materials for accuracy, completeness, regulatory and company compliance, and professional appearance.
Maintain client files and documentation according to policies, procedures, and professional standards.
Present financial measures used to predict and analyze plan benefit costs, along with factors influencing costs and premium rates, to a Client Service or Sales Executive.
Participate in prospect and renewal meetings under the guidance of the Client Executive Service.
Learn best practices for presenting renewal outcomes and recommendations to clients.
Conduct employee open enrollment meetings to communicate benefit options.
Respond to and resolve routine issues regarding 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.