Client Manager - Employee Health & Benefits

Marsh McLennan•San Diego, CA

About The Position

The Client Manager provides advice and assistance that draw on technical and industry knowledge and client service skills to meet client needs and resolve difficulties. For specifically assigned accounts, the role may occasionally perform Client Executive Service duties, 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 members of the Client Service Team. The role supports RFP preparation, analysis of utilization and carrier reports and claims data, plan implementation, client materials, renewals, open enrollment, and routine benefit service and coverage questions. It also develops the analytical, customer service, and communication skills needed to advance to Senior Client Manager responsibilities. The position is performed in a typical interior office environment and requires travel to client sites, usually within driving distance and occasionally involving two to five nights out of town. The applicable base salary range is $64,700 to $120,400. Pay depends on factors such as experience, skills, training, location, certifications, education, and applicable minimum wage requirements. The position may also be eligible for performance-based incentives. The total rewards package includes health and welfare benefits, tuition assistance, 401(k) savings and other retirement programs, and employee assistance programs.

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, at a level recognized by colleagues and clients.
Strong communication skills, including the ability to explain technical matters in nontechnical terms and to 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 general 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 work experience creating tables, charts, graphs, pivot tables, and formulas.

Nice To Haves

Bachelor’s degree strongly preferred.

Responsibilities

Act as an initial point of contact for clients, carriers, and others on the Client Service Team regarding RFP review and preparation; analysis of utilization reports, carrier reports, claims data, and trends; and COBRA, HIPAA, and coordination of 5500 data.
Work with and instruct carrier representatives to help ensure 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 and procedures and Marsh & McLennan professional standards.
Present to the Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs and the factors that influence costs and premium rates.
Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn clients’ needs, challenges, and concerns.
Learn best practices for presenting renewal outcomes and recommendations to clients, with the goal of taking on these responsibilities.
Conduct employee open enrollment meetings to communicate benefit options.
Respond to and resolve routine client issues regarding receipt of benefit services and coverage questions.
Keep the Client Executive Service apprised of potential errors-and-omissions concerns and client dissatisfaction.
Work with the Client Executive Service to develop possible resolutions and proactive solutions to prevent ongoing or future problems.
Travel to client sites, usually within driving distance and occasionally involving two to five nights out of town.