Hybrid Flexible Benefits Relationship Manager

ООО «ХАГЕМАЕР ГРУПП»; Charlotte (NC); Hybrid; USD 65,000 - 120,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid Work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency is seeking a Flexible Benefits Relationship Manager to lead a portfolio of client accounts, ensuring contract obligations are met and delivering service excellence. You will support both new client implementations and ongoing relationships across North America.

The role requires knowledge of flexible benefits, strong client relationships, and the ability to navigate IRS/DOL regulations. Hybrid work is offered with opportunities to travel for events and industry meetings.

Qualifications

• Knowledge of Flexible Benefits applicable to client programs.
• Client account management experience is required.
• Strong client relationship skills with excellent communication and service orientation.
• Proven sales and upselling abilities within related industries.
• Proficiency in Microsoft Office Suite and Adobe.
• Ability to travel occasionally for benefit fairs, conferences and educational events.
• Four-year degree or equivalent industry experience.
• Strong organizational skills and attention to detail.

Responsibilities

• Independently manage daily tasks and projects to maintain and enhance client satisfaction.
• Oversee client renewals, servicing, and potential terminations, ensuring all plan documentation, system records, and checklists are accurate and up to date.
• Manage client renewal processes by analyzing coverage needs and pricing, providing informed recommendations.
• Stay informed on IRS and Department of Labor regulations and industry trends, communicating updates to the team to foster knowledge sharing.
• Ensure adherence to standardized procedures and processes to deliver high-quality outcomes, support staff development through training, and maintain accurate record-keeping and technology use.
• Review and audit staff work for timeliness, quality, compliance, and system efficiency, proposing improvements as needed.
• Respond to client and teammate inquiries related to administration, billing, claims, addressing any issues that arise.
• Build and maintain strong client relationships, actively managing issues to retain clients, including coordination with other offices.
• Mentor and train teammates to promote effective service delivery.
• Provide administrative support for special projects and the development of new services as assigned.
• Participate in seminars, training, and carrier meetings to stay current on products and legislative changes.
• Support overall TPA practice revenue and client retention objectives.
• Responsible for strategies and actions leading to overall client satisfaction and ongoing retention.
• Develop and deliver on-site and virtual training sessions for clients and participants on benefits programs and changes.
• Serve as the primary point of contact for assigned clients, building and nurturing strong relationships.
• Understand client needs and objectives, providing strategic guidance and support to enhance their flexible benefits programs.
• Share responsibility for overall strategic management and focus of client engagement.

Skills

Knowledge of Flexible Benefits

Client account management

Client relationship skills

Sales & upselling

Microsoft Office

Adobe

Travel for events

Life/Health/ACA licenses

Four-year degree

Organizational skills

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Adobe

Job description

Marsh Agency is seeking a Flexible Benefits Relationship Manager to lead a portfolio of client accounts, ensuring contract obligations are met and delivering service excellence. You will support both new client implementations and ongoing relationships across North America.

The role requires knowledge of flexible benefits, strong client relationships, and the ability to navigate IRS/DOL regulations. Hybrid work is offered with opportunities to travel for events and industry meetings.