Marsh McLennan

Client Manager

Marsh McLennan • $64K — $120K *
Aliso Viejo, CA 92656Hybrid
Healthcare
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 5+ years of experience in group health and benefits sales or service at a brokerage or carrier.
  • Strong understanding of health and welfare plan benefits and carriers recognized by clients and colleagues.
  • Bachelor's degree preferred.
  • Proficient in oral and written communication, translating technical matters into clear language.
  • Knowledge of employee health insurance plans and cost factors.
  • Valid Life and Disability License in California, with ongoing education requirements met.
  • Strong Microsoft Office skills, particularly in Word, Excel, and PowerPoint.

Responsibilities

  • Serve as the primary contact for clients and the Client Service Team in RFP preparation and review.
  • Analyze utilization reports and claims data trends, assisting with COBRA and HIPAA requirements.
  • Mentor Benefit Analysts in compiling client details for business presentations and renewals.
  • Review and ensure accuracy of client materials to meet company guidelines and standards.
  • Present financial analyses of plan costs and contribute to meetings discussing client needs and solutions.
  • Lead open enrollment meetings to explain benefits to employees and resolve coverage inquiries.
  • Collaborate with Client Executive Service to address client concerns and strategize solutions.

Benefits

  • Comprehensive health and welfare benefits package.
  • Tuition assistance for continued education.
  • 401(k) savings and retirement programs.
  • Employee assistance programs to support mental and financial well-being.
Full Job Description
Summary

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 Manager II.
    • 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 $64,700 to $120,400.

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.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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