Client Manager – Employee Benefits

Marsh McLennan

. Provide technical advice, assistance and client service to meet client needs and resolve difficulties .

Posted 11/5/2026full-timeAliso Viejo • California • United StatesMid-LevelSenior💰 $64,700 - $120,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in health and welfare plan benefits, including strong analytical skills to review claims data and utilization reports. Proficient in client communication and service, ensuring accurate presentation of plan designs and compliance with regulations.

Highest-signal resume keywords

Health And Welfare Plan BenefitsClient Service ExperienceLife And Disability LicenseMicrosoft Excel ProficiencyGroup Health Insurance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims Data AnalysisRFP PreparationPlan Design FeaturesUtilization Report AnalysisCOBRA CoordinationHIPAA Compliance5500 Data CoordinationFinancial Presentation SkillsOpen Enrollment CoordinationClient Documentation Maintenance

Soft Skills

Strong Communication SkillsMentoring AbilityProblem-Solving SkillsClient Relationship ManagementPresentation Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Life And Disability License

Industry Keywords

Employee Health InsuranceBrokerage ExperienceCarrier RepresentativesBenefit AnalystsCompliance Standards

About the role

Key responsibilities & impact

Provide technical advice, assistance and client service to meet client needs and resolve difficulties
Serve as an initial point of contact for clients, carriers and Client Service Team members
Review and prepare RFPs
Analyze utilization reports, carrier reports, claims data and trends
Coordinate COBRA, HIPAA and 5500 data
Work with carrier representatives to implement new plans smoothly
Ensure required plan information and materials are sent to clients on time
Guide and mentor Benefit Analysts gathering client census and benefit plan information
Explain client needs and how plan designs and recommendations address them
Review renewals, new business presentations and open enrollment materials for accuracy, compliance and professional presentation
Maintain client files and documentation according to policy and professional standards
Present financial measures and factors affecting plan benefit costs and premium rates
Participate in prospect and renewal meetings under Client Executive Service guidance
Learn and present renewal outcomes and recommendations to clients
Conduct employee open enrollment meetings
Resolve routine benefit service and coverage questions
Escalate potential E&O concerns and client dissatisfaction and develop proactive solutions

Requirements

What you’ll need

Strong understanding of health and welfare plan benefits and carriers
Generally 5 years’ experience providing group health and benefits sales or service while at a brokerage or carrier
Strong communication skills, including explaining non-technical matters and presenting information clearly and accurately
Strong knowledge of employee health insurance carriers, plan design features, cost factors and plan design
Maintain a valid unrestricted Life and Disability License in California and meet continuing education requirements
Maintain a valid driver’s license and dependable transportation
Proficiency with Microsoft Word, Excel and PowerPoint, including tables, charts, graphs, pivot tables and formulas
Ability to use a computer keyboard and sit in a stationary position for extended periods
Travel to client sites, usually within driving distance, with occasional 2–5 night out-of-town stays