Client Manager - Employee Health & Benefits

Marsh McLennan•San Diego, CA

6d•$64,700 - $120,400

About The Position

The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. The role may occasionally perform as a Client Executive Service for specifically assigned accounts, 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; supports plan analysis, implementation, and documentation; and guides Benefit Analysts in gathering client and benefits information. The role reviews client materials for accuracy, completeness, compliance, and professional presentation; develops analytical, customer service, and communication skills toward Senior Client Manager responsibilities; participates in prospect and renewal meetings; conducts employee open enrollment meetings; and resolves routine benefit service and coverage questions. Travel to client sites is required, generally within driving distance, with occasional trips involving two to five nights away.

Requirements

Generally, five years of experience providing group health and benefits sales or service at a brokerage or carrier, with a strong understanding of health and welfare plan benefits and carriers.
Strong communication skills, including explaining technical matters in non-technical terms and presenting and summarizing 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 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.
Ability to use a computer keyboard, remain seated in a stationary position 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 trips requiring two to five nights out of town.

Nice To Haves

Bachelor's degree strongly preferred.

Responsibilities

Serve as an initial point of contact for clients, carriers, and others on the Client Service Team for RFP review and preparation; analysis of utilization reports, carrier reports, claims data, and trends; COBRA, HIPAA, and coordination of 5500 data; plan implementation; and timely delivery of required plan information and materials.
Work with and instruct carrier representatives to support smooth implementation of new plans.
Guide and mentor Benefit Analysts as they gather 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.
Develop the analytical, customer service, and communication skills needed to perform as a Senior Client Manager.
Present financial measures used to predict and analyze plan benefit costs, and explain factors that influence 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 to learn client needs, challenges, and concerns.
Learn best practices for presenting renewal outcomes and recommendations to clients, with the goal of taking on those responsibilities.
Conduct employee open enrollment meetings to communicate benefit options.
Respond to and resolve routine client issues about benefit services and coverage questions.
Keep the Client Executive Service informed of potential E&O concerns and client dissatisfaction; strategize with them on possible resolutions and proactive solutions.