Demo

Senior Client Manager - Employee Health & Benefits

Marsh McLennan Agency-Northwest
Portland, OR Other
POSTED ON 5/1/2025
AVAILABLE BEFORE 4/30/2026

Overview

Marsh McLennan Agency’s Employee Health and Benefits team is looking for a dedicated and exceptional client service advocate ready to drive strategic initiatives. As a Senior Client Manager your main focus will be providing advanced client service and ensuring the smooth implementation and management of client accounts. You'll be the go-to person for resolving complex issues related to claim resolution, market strategy discussions and proactive requests for benchmarking data. Your role will also involve taking the lead on the marketing process, driving carrier negotiations, coordinating important plan documents and navigating the enrollment process from start to finish. You are passionate about delivering a successful client experience.

  

We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the drive and desire to be an MMA professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.

Responsibilities

  • Work with customers and carriers to handle incoming service requests.
  • Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
  • Analysis: provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
  • Update customer information: keep accurate, up-to-date records on customers in our agency management system.
  • Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
  • Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
  • Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Qualifications

  • You’re a client service expert. You’re passionate about delivering an exceptional level of customer service and support. 
  • You’re ready to throw all stereotypes of “insurance” out the window and love your job.
  • You’re smart. You understand business and people.
  • You’re good with people, even on the tough days. Good customer service is just part of who you are, and you love making people happy.
  • You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
  • You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
  • You love to learn. You’re earnest about improving and pursuing professional development.
  • You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
  • You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
  • You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

 

Additional Requirements

  • Active Life and Health insurance license. 
  • Working knowledge of risk management techniques, including Employee Health and Benefits markets and marketing techniques.
  • Deep understanding of various funding mechanisms and ability to share knowledge with a variety of stakeholders.
  • At least 5 years of experience in Benefits preferred, but not required.

 

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

 

The Perks:

 

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

 

Who you are is who we are.

 

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.  If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com

 

 

 

 

 

 

 

 

 

#MMANW

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