Employee Health & Benefits Sr. Client Manager
Company | Marsh & McLennan |
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Location | Alpharetta, GA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Senior |
Requirements
- 5-7 years previous insurance industry experience with at least 2-3 years in a brokerage or agency environment
- Excellent presentation, written, communication, and customer service skills
- Proficient with Microsoft Word, Excel, Power Point, and Outlook
- Ability to learn Agency Management and Imaging Systems
- Life & Health license required
Responsibilities
- Ensure outstanding customer service is provided to clients, both directly and by other members of the production team
- Communicate closely with Producers and act as key liaison with clients to assess needs and provide solutions
- Oversee, facilitate or execute new/renewal marketing process
- Design detailed analyses and presentations for prospect/client meetings
- Develop educational materials including Benefit Enrollment Guides
- Review SPD’s and agreements/contracts for accuracy
- Assist clients with resources relative to HIPAA, COBRA, FLEX, ERISA, etc.
- Handle any claim resolutions and plan administration problems
- Filing, file set-up, file maintenance in Agency Management and Imaging System
Preferred Qualifications
- Previous experience working with small groups preferred