Senior Client Manager - Employee Health & Benefits
Scottsdale, Arizona, United States · On-site
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Senior Client Manager - Employee Health & Benefits
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Other
high school
Posted 6d ago
~40 hrs/week
Responsibilities
The Senior Client Manager is responsible for the day-to-day management of employee benefits accounts, including renewal activities and service issue resolution. They also facilitate bid specifications, manage carrier changes, and conduct employee education meetings.
Requirements
Candidates must have a high school diploma or GED and at least 3 years of experience in group benefits, including 1 year in a client management role. An Arizona Health, Life and Disability license is required or must be obtained within 60 days of employment.
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
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Related keywords
Group benefitsClient managerInsuranceRFPUnderwritersIRS Form 5500Applied EPICMicrosoft OfficeOutlookWordExcelPower PointRHUREBCCEBSCBP
We help our clients and colleagues grow — and our communities thrive — by protecting and promoting possibility. We seek better ways to manage risk and define more effective paths to the right outcome. We go beyond risk to rewards for our clients, our company, our colleagues, and the communities in which we serve.
Marsh Risk is a part of Marsh. Together with Mercer, Guy Carpenter, and Oliver Wyman, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective.
Offices: 1166 Avenue of the Americas, New York, New York 10036, US · Laurinska 134/3, Bratislava, Bratislava 811 01, SK · 5 Jalan Bangsar, Kuala Lumpur, Federal Territory of Kuala Lumpur 59000, MY · 1166 Avenue of the Americas, New York, NY 10036, US