Flexible Benefits Client Relationship Manager

About the role

Marsh Agency, part of Marsh McLennan, is hiring a Flexible Benefits Client Relationship Manager (McGriff Flexible Benefits Client Relationship Manager) on its Flex team in Charlotte. You will lead the management of an established client portfolio, reporting to the Client Service Operations Manager and supporting the New Client Implementation Team. The role supports client retention, renewal management and the delivery of flexible benefits programs.

Key responsibilities

• Manage client renewals, servicing and potential terminations, keeping plan documentation, system records and checklists accurate and up to date
• Analyze coverage needs and pricing to recommend renewal options
• Stay informed on IRS and Department of Labor regulations and industry trends, and share updates with the team
• Audit staff work and record-keeping systems, including third-party card vendor systems, and propose improvements
• Respond to client and teammate questions on administration, billing and claims, and build strong client relationships
• Mentor and train teammates, and provide administrative support for special projects and new services
• Deliver on-site and virtual training sessions on benefits programs and changes
• Act as primary point of contact for assigned clients, giving strategic guidance on flexible benefits programs
• Ensure plans comply with IRS regulations, including ERISA, HIPAA and ACA requirements, and consult clients on plan design

Required profile

• Knowledge of flexible benefits and client account management experience
• Proven sales and upselling ability in related industries
• Life, Health & Accident license or ability to obtain it within 90 days of employment, plus other necessary licenses
• Four-year degree or equivalent industry experience
• Ability to travel occasionally for benefit fairs, conferences and educational events

Required skills

• Proficiency in Microsoft Office Suite and Adobe
• Strong organizational skills, attention to detail and ability to work independently and in a team
• Plus: bilingual English/Spanish and account management experience

What we offer

• Base salary of $64,700 to $120,400, with possible performance-based incentives
• Health and welfare benefits, tuition assistance, 401K and other retirement programs, and employee assistance programs
• Tuition reimbursement, generous time off, charitable contribution match, stock purchase opportunities and hybrid work