Clark Insurance Scottsdale , AZ 85250
Posted 1 week ago
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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Clark Insurance