Client Manager - Employee Health & Benefits
Company: MMC
Location: Walnut Creek
Posted on: June 13, 2022
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Job Description:
Department: Employee Health & BenefitsStatus: ExemptReports To:
Benefit Department ManagerSummaryThe Client Manager provides advice
and assistance requiring technical and industry knowledge and
client service skills to meet client needs and resolve
difficulties. Client Managers may occasionally perform in the
capacity of a Client Executive Service for specifically assigned
accounts to oversee the preparation of and providing renewal and
new business presentations.Essential Duties & ResponsibilitiesAct
as the initial point of contact for Clients, Carriers and others on
the Client Service Team in the following areas:RFP review and
preparation.Analysis of utilization reports, carrier reports and
claims data and trends.COBRA, HIPAA and coordination of 5500
data.Work closely with and instruct carrier representatives to
ensure smooth implementation of new plans.Ensure required plan
information and materials are sent to the client in a timely
manner.Guide and mentor Benefit Analysts throughout the process of
gathering Client census and benefit plan information used to
prepare materials for new business presentations, renewals and open
enrollment meetings.Explain client needs and concerns focusing on
how various plan designs and recommendations address those
issues.Review renewals, new business presentations, and open
enrollment materials to ensure they are accurate and complete in
content, are compliant with company and regulatory guidelines, and
reflect a professional appearance.Ensure that client files and
documentation are maintained according to policy and procedures,
and consistent with Marsh & McLennan professional standards.Develop
analytical, customer service and communication skills needed to
perform as a Client Executive Service.Present to Client Service or
Sales Executive the financial measures used to predict and analyze
plan benefit costs, and the factors which influence those costs and
premium rates.Under the guidance of the Client Executive Service,
participate in prospect and renewal meetings to learn client needs,
challenges and concerns.Learn best practices to present renewal
outcomes to the client and provide recommendations based on the
findings with the ultimate goal being to take on these
responsibilities.Conduct employee open enrollment meetings to
communicate benefit options.Respond to and resolve routine issues
the client may encounter regarding receipt of benefit services and
coverage questions.Keep Client Executive Service apprised of
potential E concerns and client dissatisfaction. Strategize with
Client Executive Service to develop possible resolutions and
proactive solutions to avoid continued or future problems.Education
and/or ExperienceMust possess a strong understanding of health and
welfare plan benefits and carriers such that this expertise is
recognized by colleagues and clients. This level of expertise is
generally acquired through 5 years' experience providing group
health and benefits sales or service while at a brokerage or
carrier.Bachelor degree strongly preferred.Strong communication
skills with the ability to provide non-technical explanations to
technical matters, and summarize and present information in a
clear, concise and accurate written and verbal format.Strong
knowledge of employee health insurance carriers, their strengths
and weaknesses, plan design features as well as the general factors
which affect cost and plan design.Maintain a valid unrestricted
Life and Disability License in California and meet the continuing
education requirements.Maintain a valid driver's license and
dependable transportation.Proficiency with Microsoft Word, Excel
and PowerPoint to include work experience creating tables, charts,
graphs, pivot tables and formulas.Work Environment & Physical
DemandsAbility to use computer keyboard and sit in a stationary
position for extended periods as well as use of office equipment
such as fax and copy machines, and telephones. Work is performed in
a typical interior/office work environment.Travel to client sites
is required. Usually within driving distance, but occasionally
consists of 2 - 5 night stay out of town.We embrace a culture that
celebrates and promotes the many backgrounds, heritages and
perspectives of our colleagues and clients. Marsh & McLennan Agency
offers competitive salaries and comprehensive benefits and programs
including: health and welfare, tuition assistance, 401K, employee
assistance program, domestic partnership benefits, career mobility,
employee network groups, volunteer opportunities, and other
programs. For more information about our company, please visit us
at: http://marshmma.com/careers.
Keywords: MMC, Walnut Creek , Client Manager - Employee Health & Benefits, Executive , Walnut Creek, California
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