Employee Health & Benefits Client Manager

Marsh McLennan•Lexington, KY
•Hybrid

About The Position

Marsh Agency (MMA) is seeking an Employee Health & Benefits Client Manager to join their team. MMA is an award-winning, inclusive Top Workplace with over 11,000 employees, providing business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires the ability to commute to the Lexington, KY office a minimum of three days per week. The Client Manager will be responsible for building and maintaining strong client relationships, overseeing the administration of health and benefits programs, developing strategic benefits solutions, ensuring regulatory compliance, and managing vendor relationships. The position also involves leading open enrollment, providing training, resolving client issues, and collaborating with internal teams. The role includes account servicing, developing communication materials, reviewing documentation, and managing enrollment processes.

Requirements

  • Bachelor’s degree in Business Administration, Human Resources, or a related field preferred.
  • 3-5 years of experience in employee benefits, insurance, or account management, preferably in a brokerage or agency environment.
  • Strong knowledge of health and benefits regulations and industry trends.
  • Excellent communication, negotiation, and interpersonal skills.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple projects and priorities effectively.
  • A commitment to providing exceptional client service.
  • Life & Health resident agents license required.
  • Must be within driving distance to our Lexington, KY office.
  • Ability to commute to the office a minimum of three days per week.

Responsibilities

  • Build and maintain strong relationships with clients, serving as the primary point of contact for all health and benefits inquiries and issues.
  • Oversee the implementation and administration of employee health and benefits programs, including health insurance, dental, vision, and wellness initiatives.
  • Collaborate with clients to assess their needs and develop tailored benefits solutions that align with their organizational goals and budget.
  • Ensure that all health and benefits programs comply with federal and state regulations, including ERISA, HIPAA, and ACA requirements.
  • Prepare and present reports on benefits utilization, claims trends, and program effectiveness to clients, providing insights for decision-making.
  • Liaise with insurance carriers and vendors to negotiate contracts, resolve issues, and ensure the delivery of services meets client expectations.
  • Lead the open enrollment process, including communication strategies, employee education, and enrollment logistics.
  • Provide training and support to clients and their employees on benefits programs, changes, and best practices.
  • Address and resolve any client issues related to claims, plan administration, and service delivery in a timely manner.
  • Work closely with internal teams, including sales, underwriting, and compliance, to ensure seamless service delivery and client satisfaction.
  • Assist the Employee Health & Benefits Producer and team in servicing existing accounts, including renewals and maintaining customer files.
  • Develop communication materials, including Benefit Enrollment Guides, and coordinate employee enrollment meetings.
  • Review Summary Plan Documents (SPDs) and agreements/contracts for accuracy and assist clients with resources related to HIPAA, COBRA, FLEX, ERISA, etc.
  • Verify accuracy and completion of enrollment applications and transmit to carriers, assisting policyholders with claim forms, policy changes, and cancellations.

Benefits

  • Medical, dental and vision insurance
  • 401K and company match program
  • Company-paid life and disability
  • Generous paid time off programs
  • Employee assistance program (EAP)
  • Volunteer paid time off (VTO)
  • Career mobility
  • Employee networking groups
  • Tuition reimbursement and professional development opportunities
  • Charitable contribution match programs
  • Stock purchase opportunities
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