Employee Health & Benefits Client Manager

Marsh•Lexington, KY
•Hybrid

About The Position

Marsh Agency (MMA) is seeking an Employee Health & Benefits Client Manager to join their team. This role is based in Lexington, KY, requiring the ability to commute to the office at least three days per week. MMA is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions, combining local service with global resources. The company boasts an award-winning, inclusive culture and is recognized as a Top Workplace, driven by over 11,000 talented individuals dedicated to purposeful work and meaningful impact.

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 the 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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