Benefits Advisory Client Success Lead

Sacbar; Sacramento, Northern (CA, KY); Hybrid; USD 49,000 - 128,000; Full time

Benefits offered by this job

Health and welfare benefits

401K savings and retirement programs

Tuition assistance

Employee assistance programs

Job summary

Marsh & McLennan Agency in Sacramento, CA is seeking a Client Manager to provide expert advice and service for health and welfare plans. You will serve as a primary contact for clients and carriers, oversee renewals and open enrollment, and coordinate with internal teams to deliver compliant, well-presented materials.

The role requires a strong background in group health benefits, the ability to translate complex data into actionable insights, and a track record of professional client service.

Qualifications

• 5 years’ experience providing group health and benefits sales or service.
• Bachelor degree strongly preferred.
• Strong communication skills with the ability to explain non-technical matters clearly.
• Strong knowledge of employee health insurance carriers and plan design features.
• Maintain a valid unrestricted Life and Disability License in California.
• Valid driver’s license and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint.

Responsibilities

• Act as the initial point of contact for Clients, Carriers and others on the Client Service Team.
• RFP review and preparation.
• Analysis of utilization reports, carrier reports and claims data and trends.
• COBRA, HIPAA and coordination of 5500 data.
• Work closely with and instruct carrier representatives to ensure smooth implementation of new plans.
• Guide and mentor Benefit Analysts through census collection and materials prep for renewals and open enrollment meetings.
• Explain client needs and concerns focusing on plan designs and recommendations.
• Review renewals and open enrollment materials for accuracy and compliance.
• Present financial measures used to predict costs to Client Service or Sales Executive.
• Learn best practices to present renewal outcomes and provide recommendations.
• Conduct employee open enrollment meetings and resolve routine issues.
• Strategize with Client Executive Service to develop resolutions.
• Travel to client sites as required.

Skills

Account Management

Business Development

Social Media

Sales Processes

Marketing

Business-to-Business (B2B)

Team Leadership

Direct Sales

Business Strategy

Sales O

Education

Bachelor degree

Tools

Microsoft Word

Excel

PowerPoint

Job description

Marsh & McLennan Agency in Sacramento, CA is seeking a Client Manager to provide expert advice and service for health and welfare plans. You will serve as a primary contact for clients and carriers, oversee renewals and open enrollment, and coordinate with internal teams to deliver compliant, well-presented materials.

The role requires a strong background in group health benefits, the ability to translate complex data into actionable insights, and a track record of professional client service.