Client Support Associate, Employee Health & Benefits
About The Position
The Client Support Associate supports Marsh McLennan Agency’s Employee Health & Benefits team by coordinating day-to-day client service requests and tracking and routing claims, billing, and eligibility issues to the appropriate team members. Working closely with the Client Manager, Strategic, and/or Consultant, the associate supports client strategy, maintains project planners and tracking logs, and organizes information for client responses. The role includes entering accurate data into the agency management system; gathering documents and materials for proposals and requests for proposal; and helping prepare client presentations, agendas, and supporting materials. The associate also coordinates with carriers and subject matter experts, requests and reviews plan documents, assists with open enrollment materials and meetings, and helps collect schedules for compliance requirements such as Form 5500 preparation. Success requires strong attention to detail, sound judgment, confidentiality, and the ability to manage multiple priorities while supporting internal teams and external client contacts in a fast-paced, team-oriented environment.
Requirements
- Bachelor's degree or equivalent work experience.
- Strong client service and communication skills, with the ability to work professionally with internal teams, clients, and outside vendors in a customer service environment.
- Strong analytical and problem-solving skills, including the ability to interpret policies and regulations, support decision-making, and apply basic math and accounting knowledge as needed.
- Excellent organizational skills and technical proficiency, including the ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office tools, especially Outlook, Excel, Word, and PowerPoint.
- Legal authorization to work in the United States permanently and on an ongoing basis without current or future sponsorship.
Nice To Haves
- Life and Health license within 90 days of employment.
- Prior experience in an employee health and benefits insurance environment.
Responsibilities
- Coordinate day-to-day client service requests and track and route claims, billing, and eligibility issues for follow-up.
- Work with the Client Manager, Strategic, and/or Consultant to support client strategy.
- Maintain project planners and tracking logs, and organize information for client responses.
- Enter accurate data into the agency management system.
- Gather documents and materials for proposals and requests for proposal.
- Help prepare client presentations, agendas, content, and supporting materials.
- Coordinate with carriers and subject matter experts.
- Request and review plan documents.
- Assist with open enrollment materials and meetings.
- Help collect schedules needed for compliance requirements, including Form 5500 preparation.
- Support client relationships and a range of benefit-related deliverables.
Benefits
- Generous time off, including personal and volunteering time.
- Tuition reimbursement.
- Professional development opportunities.
- Hybrid work, with a minimum of 3 days in the office.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Health and welfare benefits.
- Tuition assistance.
- 401(k) savings and other retirement programs.
- Employee assistance programs.
- Potential eligibility for performance-based incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
