Marsh McLennan

Senior Client Manager - Employee Health & Benefits

Marsh McLennan$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required; some college or technical training preferred.
  • 3+ years in group benefits with at least 1+ years in a Client Manager role or similar.
  • Must be licensed in Arizona Health, Life, and Disability (or able to obtain within 60 days).
  • Strong numerical skills for developing and working with mathematical formulas.
  • Excellent written and verbal communication skills for effective interactions with clients and colleagues.
  • Ability to conduct education and enrollment meetings, with public speaking confidence.
  • Proficient in Microsoft Office including Outlook, Word, Excel, and PowerPoint.

Responsibilities

  • Manage Benefits accounts on a day-to-day basis and develop strong client partnerships.
  • Assist in preparing bid specifications for RFPs and analyze quotes for competitive insights.
  • Oversee implementation of new coverage and ensure a smooth transition for clients.
  • Prepare employee communication materials like brochures and flyers.
  • Conduct group education and enrollment meetings in-person or via webinars as needed.
  • Proofread contracts and communicate inaccuracies to carriers for resolution.
  • Maintain electronic files and documentation related to client meetings and decisions.

Benefits

  • Valuable experience in managing client relationships and benefit programs.
  • Opportunity to enhance negotiation skills with insurance carriers and underwriters.
  • Exposure to a variety of insurance products and competitive market analysis.
  • Professional development through required licensure and possible continuing education opportunities.
Full Job Description
Position Overview
The Senior Client Manager position is responsible for proactively managing client service, renewal activities and administration of products for the clients assigned to them. Senior Client Managers serve as a primary day-to-day contact for our clients.

Principal Duties and Responsibilities
  • Responsible for day-to-day management of Benefits accounts; develop solid partnerships with clients' HR managers and other support staff; manage service issues, research problems, present and implement effective, timely solutions
  • Assist in preparing bid specifications for Requests for Proposal (RFPs); obtain necessary census and historical data for bid process; develop knowledge of carriers and products offered; analyze quotes and offer advice on competitive carriers/products; negotiate with insurance carrier representatives and underwriters upon request; prepare client proposals for approval; proof all proposals for accuracy; attend client meetings and presentations
  • Manage implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation
  • Prepare employee communications materials such as brochures, flyers and payroll stuffers
  • Conduct group education and enrollment meetings at client sites or via webinar as required
  • Proof booklets and contracts for accuracy; report inaccuracies to the carrier(s) for correction; request Schedule As for clients' IRS Form 5500 filings and facilitate signature ready Form 5500s; notify clients of legislative and regulatory changes and assist client in understanding how the issues apply to them
  • Responsible for electronic file set-up and maintenance, along with ongoing filing and documentation of client meetings/issues/decisions
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Conduct all business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Other duties as assigned


Knowledge, Skills and Abilities
Required:
  • High School Diploma or GED
  • 3+ years in group benefits with at least 1+ years in a Client Manager or similar level role
  • Licensed in Arizona Health, Life and Disability (or ability to be licensed within 60 days of employment)
  • Ability to develop and work with mathematical formulas
  • Ability to effectively communicate, both written and verbally, with internal and external parties
  • Ability to conduct education and enrollment meetings (comfortable with public speaking)
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)


Preferred:
  • Some college or technical training in related discipline
  • Continuing education such as RHU, REBC, CEBS, or CBP
  • Experience using Applied EPIC


#LI-DNI

#MMAWEST

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
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ

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