Assistant Client Manager - Employee Health & Benefits

Company:

Marsh McLennan Agency

Description:

Position Overview

The Assistant Client Manager assists in supporting the day-to-day service to our clients or carriers at the direction of the Client Executives, Client Managers and/or Benefits Manager.

Principal Duties and Responsibilities

• Assist in researching and resolving service issues

• 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; upon request proof proposals for accuracy

• Assist with implementation of new lines of coverage and carrier changes and insure smooth launch/transition; complete all new/renewal business paperwork and internal documentation

• Assist with preparation of employee communications materials such as brochures, flyers and payroll stuffers

• Assist with setup of online benefits support tools

• Upon request, 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

• Assist in organizing and/or conducting Open Enrollment meetings upon request

• Assist with training new hires in L&T processes

• 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

• Attend onsite and offsite client meetings as necessary

• Conduct all business in accordance with established policies and procedures

• Other duties as assigned

Knowledge, Skills and Abilities

Required:

• 1+ years in employee benefits/human resources administration

• Licensed in Arizona Health, Life and Disability (or ability to be licensed within 3 months of employment)

• Ability to develop and work with mathematical formulas

• Ability to effectively communicate, both written and verbally, with internal and external parties

• 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)

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