Client Service Manager, Employee Health & Benefits

Marsh McLennan•New York, NY

13d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Client Service Manager for their Employee Health & Benefits team. This role involves maintaining and expanding client relationships by collaborating with sales teams, carriers, and clients to establish and renew benefit plans. Responsibilities include performing service functions such as employee open enrollment meetings, managing wellness options, and providing day-to-day service to meet client needs and expectations. The position is approximately 70% internal and 30% client-facing, requiring frequent client discussions, participation in strategy meetings, and presentations to decision-makers and employees. The role also includes coordinating and advancing Wellness drivers for assigned and requested clients. All Client Service Managers are expected to participate in continuing education to maintain licenses, stay current with regulations, and enhance insurance knowledge.

Requirements

Active Life and Health license
Building and maintaining strong relationships with colleagues and clients
Strong knowledge of plan designs from varied carriers in the marketplace
Managing accounts through the calendar year life cycle
Assisting clients with federal and state law compliance and interpreting contractual language
Exceptional oral and written communication and relationship building skills
Strong analytical and problem-solving skills
Ability to conduct presentations and speak to diverse groups
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently

Nice To Haves

Bachelor’s Degree in Risk Management, Business Administration or other related fields
Insurance designations

Responsibilities

Utilize exceptional client servicing skills to maintain and expand client relationships.
Collaborate with the sales team, carriers, and the client to establish and renew benefit plans.
Perform varied service functions such as employee open enrollment meetings and managing wellness options.
Provide day-to-day service to ensure client needs and expectations are met.
Engage in frequent client discussions, participate in strategy meetings, and make presentations to decision makers and employees.
Coordinate and actively participate in the advancement of Wellness drivers for assigned and requested clients.
Participate in continuing education to maintain licenses, stay current with regulations, and enhance insurance knowledge.
Coordinate and complete the marketing process for new and renewal group business, including compiling census data, benefit plans, soliciting quotes, monitoring requests, corresponding with carriers, and preparing renewal proposals and presentations.
Prepare employee communications and organize and conduct enrollment meetings.
Manage re-enrollment forms and review contracts and summary plan descriptions.
Meet via conference calls or in person with carriers and clients to stay on track and cover all aspects of implementation.