Marsh & McLennan
Client Manager Employee Benefits
Marsh & McLennan, Los Angeles, California, United States, 90079
Client Manager
The 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 & Responsibilities :
Act 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&O 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 Experience :
Must 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 Demands :
Ability 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
The applicable base salary range for this role is $63,100 to $117,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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Essential Duties & Responsibilities :
Act 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&O 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 Experience :
Must 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 Demands :
Ability 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
The applicable base salary range for this role is $63,100 to $117,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
#J-18808-Ljbffr