Client Relationship Manager, Flexible Benefits

Marsh McLennan

. Lead management of an established client portfolio to ensure contractual obligations and service excellence .

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $64,700 - $120,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client account management, ensuring compliance with IRS, ERISA, HIPAA, and ACA requirements while maintaining strong client relationships. Proficient in analyzing coverage needs and providing strategic recommendations to enhance client satisfaction and retention.

Highest-signal resume keywords

Client Account ManagementFlexible Benefits KnowledgeLife, Health & Accident LicenseMicrosoft Office Suite ProficiencyStrong Client Relationship Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account ManagementFlexible Benefits KnowledgeCoverage AnalysisPlan DocumentationAudit and Compliance ReviewRenewal ManagementSales and UpsellingProblem Research and AnalysisTraining Development and DeliveryRecord-Keeping Systems Audit

Soft Skills

Strong CommunicationService OrientationOrganizational SkillsTeam CollaborationAttention to Detail

Tools & Technologies

Microsoft Office SuiteAdobe

Certifications & Qualifications

Life, Health & Accident License

Industry Keywords

IRS RegulationsERISA ComplianceHIPAA ComplianceACA ComplianceClient RetentionService ExcellenceContractual ObligationsIndustry TrendsClient SatisfactionThird-Party Vendor Systems

About the role

Key responsibilities & impact

Lead management of an established client portfolio to ensure contractual obligations and service excellence
Manage daily tasks and projects to maintain and enhance client satisfaction
Oversee client renewals, servicing, potential terminations, plan documentation, system records, and checklists
Analyze coverage needs and pricing and provide renewal recommendations
Monitor IRS and Department of Labor regulations and industry trends and communicate updates
Ensure adherence to standardized procedures and processes
Review and audit staff work for timeliness, quality, compliance, and system efficiency
Conduct audits of record-keeping systems and third-party card vendor systems
Respond to client and teammate inquiries regarding administration, billing, and claims
Build and maintain client relationships and manage issues to support retention
Mentor and train teammates
Provide administrative support for special projects and new service development
Attend seminars, training, and carrier meetings
Support revenue and client retention objectives
Develop and deliver on-site and virtual training for clients and participants
Serve as primary point of contact for assigned clients and provide strategic guidance
Collaborate with internal partners, broker partners, and account managers
Maintain accurate client records and documentation
Serve as an internal subject matter expert
Ensure flexible benefits plans comply with IRS, ERISA, HIPAA, and ACA requirements
Make strategic plan design recommendations based on client data and business priorities
Initiate and manage renewals and plan document updates

Requirements

What you’ll need

Knowledge of Flexible Benefits
Client account management experience
Strong client relationship skills with excellent communication, service orientation, cooperation, and tact to resolve issues
Proven sales and upselling abilities within related industries
Demonstrated responsiveness, urgency, and professionalism
Positive and enthusiastic attitude
Proficiency in Microsoft Office Suite and Adobe
Ability to travel occasionally for benefit fairs, conferences and educational events
Must have Life, Health & Accident License or be able to obtain within 90 days of employment
Must complete continuing education requirements
Four-year degree or equivalent industry experience
Strong organizational skills and attention to detail
Ability to work independently and as part of a team
Ability to research and analyze problems independently
Ability to collaborate cross-functionally