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Client Relationship Manager, Flexible Benefits

🔥 0 minutes ago

⛰️ Colorado, North Carolina, +2 more states – Remote

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đź’µ $64.7k - $120.4k / year

⏰ Full Time

🟡 Mid-level

đźź  Senior

đź’° Account Manager

🦅 H1B Visa Sponsor

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đź‘» Ghost score 1%

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Logo of Marsh McLennan

Marsh McLennan

10,000+ employees

Founded 1871

⚖️ Legal

📣 Marketing

đź’¸ Finance

Legal • Marketing • Finance

Marsh McLennan is a leading professional services firm that operates in the areas of risk, strategy, and people. With over 85,000 employees worldwide, the company encompasses four main businesses: Marsh, offering insurance broking and risk management; Guy Carpenter, providing reinsurance and capital strategies; Mercer, specializing in health, wealth, and career consulting; and Oliver Wyman, focusing on strategy, economic, and brand consulting. Marsh McLennan is committed to fostering an inclusive culture, empowering its employees, and delivering innovative solutions to clients globally.

đź“‹ Description

• Lead management of an established client portfolio to ensure contractual obligations and service excellence • Manage daily tasks and projects to maintain and enhance client satisfaction • Oversee client renewals, servicing, potential terminations, plan documentation, system records, and checklists • Analyze coverage needs and pricing and provide renewal recommendations • Monitor IRS and Department of Labor regulations and industry trends and communicate updates • Ensure adherence to standardized procedures and processes • Review and audit staff work for timeliness, quality, compliance, and system efficiency • Conduct audits of record-keeping systems and third-party card vendor systems • Respond to client and teammate inquiries regarding administration, billing, and claims • Build and maintain client relationships and manage issues to support retention • Mentor and train teammates • Provide administrative support for special projects and new service development • Attend seminars, training, and carrier meetings • Support revenue and client retention objectives • Develop and deliver on-site and virtual training for clients and participants • Serve as primary point of contact for assigned clients and provide strategic guidance • Collaborate with internal partners, broker partners, and account managers • Maintain accurate client records and documentation • Serve as an internal subject matter expert • Ensure flexible benefits plans comply with IRS, ERISA, HIPAA, and ACA requirements • Make strategic plan design recommendations based on client data and business priorities • Initiate and manage renewals and plan document updates

🎯 Requirements

• Knowledge of Flexible Benefits • Client account management experience • Strong client relationship skills with excellent communication, service orientation, cooperation, and tact to resolve issues • Proven sales and upselling abilities within related industries • Demonstrated responsiveness, urgency, and professionalism • Positive and enthusiastic attitude • Proficiency in Microsoft Office Suite and Adobe • Ability to travel occasionally for benefit fairs, conferences and educational events • Must have Life, Health & Accident License or be able to obtain within 90 days of employment • Must complete continuing education requirements • Four-year degree or equivalent industry experience • Strong organizational skills and attention to detail • Ability to work independently and as part of a team • Ability to research and analyze problems independently • Ability to collaborate cross-functionally

🏖️ Benefits

• Generous time off, including personal and volunteering • Tuition reimbursement and professional development opportunities • Hybrid Work • Charitable contribution match programs • Stock purchase opportunities • Health and welfare benefits • 401K savings and other retirement programs • Employee assistance programs • Performance-based incentives may be available • Competitive total rewards package

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