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Client Service Associate – Employee Health & Benefits
Marsh McLennan. Work closely with Marsh Agency clients to deliver exceptional customer service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in employee benefits and insurance coverage, including compliance with Health & Welfare regulations. Proven ability to deliver exceptional customer service and effectively collaborate with clients and vendors.
Highest-signal resume keywords
Employee Benefits ExpertiseHealth & Welfare Compliance KnowledgeLife & Health LicensureProject CoordinationClient Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Coverage KnowledgeBenchmark Survey Data AnalysisPlan Design ReviewRFP SupportRenewal Coordination
Soft Skills
Excellent Written CommunicationExcellent Verbal CommunicationCollaborative TeamworkPresentation SkillsClient Relationship Management
Certifications & Qualifications
Life & Health Licensure
Industry Keywords
HIPAAFMLACOBRA5500ACADOLEmployee CommunicationsOpen EnrollmentVendor RelationshipsNegotiable Underwriting Elements
About the role
Key responsibilities & impact- Work closely with Marsh Agency clients to deliver exceptional customer service
- Provide employee benefit expertise to help clients understand insurance solutions and achieve long-term strategies
- Collaborate with sales professionals, Consultants, and insurance carrier partners
- Coordinate, develop, and execute project plans and periodic client presentations
- Support RFP, renewal, and implementation processes for client projects
- Pull, analyze, summarize, and validate benchmark survey data for client plans
- Develop and maintain vendor relationships
- Identify and understand negotiable elements of underwriting calculations for all lines of coverage
- Manage post-implementation processes for client insurance coverage
- Coordinate renewals, census data, Schedule A requests, and ERISA Wrap documents
- Respond to client inquiries by email, phone, and other information requests
- Review plan design accuracy and discrepancies
- Conduct initial research, coordinate vendor information, and prepare presentations
- Assist with open enrollment and employee communications
- Coordinate billing and claim issues between clients and vendors
Requirements
What you’ll need- Prior experience working with employee benefits and knowledge of various lines of insurance coverage; medical, dental, life, STD, LTD, design, rate structures, etc.
- Excellent written and verbal communication skills
- Ability to present to a range of professionals at each client
- Knowledge of Health & Welfare compliance, including HIPAA, FMLA, COBRA, 5500, ACA, and DOL
- Life & Health Licensure or commitment to achieving it within 6 months of start date
- Ability to work effectively and collaboratively with internal staff and management, external clients, prospects, and vendors
- Shared commitment to company values: Integrity, Collaboration, Passion, Innovation, Accountability