Client Service Manager

Marsh & McLennan Companies, Inc.
Conshohocken, United States
Permanent
Full-time

Client Service Manager

Marsh McLennan Agency

Description :

As a member of the Admin Solutions team, the Client Service Manager (CSM) is responsible for the successful management of our clients' project plans relating to the implementations, annual renewals, ongoing administration and special projects.

This involves developing client plans to properly outline tasks, resources and timelines, coordinating team resources to meet project deadlines, and reporting project statuses and milestones to the Admin Solutions Team Manager.

This position requires strong demonstrated project management experience in benefits administration (preferably Health & Welfare) and / or handlingplex technical projects.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following :

  • Overall project management of technical and administrative tasks for multiple clients;
  • Assess & leverage risk and develop contingency plans if needed;
  • Coordinate the gathering of business requirements and development of functional design specifications for system set-ups and configuration;
  • Document plan requirements and coordinate the development of processes & procedures;
  • Assist with the creation, review, and execution of functional and technical requirements, test plans (to include scenario testing), training materials and procedure documents;
  • Coordinate testing and quality review of client deliverables and procedures, such as but not limited to, carrier and payroll files, billing reports, worksheets, confirms, and inbox requests;
  • Monitor, research, and resolve escalated client issues by utilizing ServiceNow and other client specific tools;
  • Assist with developing client-specific training guides for Call Center staff in support of clients' benefit plan intricacies and for increased call volume during peak seasons
  • Utilize Marsh McLennan's software applications to perform system setup, analysis, maintenance, and enhancements as required by clients' needs and project plan specifications;
  • Perform data manipulation, mapping, conversions, and validations utilizing internal systems, external files, Access, and Excel;
  • Develop and generate client specific or ad-hoc reports and provide escalated support for specific files such as, but not limited to, carrier files, enrollment counts, payroll files, census files, and billing reports while verifying reports meet quality standards;
  • Summarize and report project status to TCAS Team Manager;
  • Establish and cultivate relationship with clients, vendors, carriers and internal departments to ensure successful implementations, renewals and ongoing administration;
  • Develop and monitor Quality and Production initiatives;
  • Lead and manage regularly scheduled meetings associated with the project;
  • Assist with special projects as determined by TCAS Team Manager.

REQUIRED EDUCATION AND EXPERIENCE :

  • Bachelors degree or equivalent work experience;
  • Minimum of 3 years of demonstrated project management experience withplex technical and administrative deliverables is required;
  • Experience with business requirements gathering, definition and documentation techniques is required;
  • Project Management and / or client delivery experience in the benefits broker industry is highly preferred;
  • Experience within a health care, health and welfare consulting, insurance brokerage, human resources consulting, and employee benefits industry is preferred;
  • Related exposure to Benefits Administration, COBRA, FSA and Call Center environments is preferred;

KNOWLEDGE, SKILLS AND ABILITIES

  • Proven ability to successfully manage multiple projects of variousplexity simultaneously, prioritize projects, meet deadlines, and operate in a fast-paced work environment;
  • Strong project management and project planning skills;
  • Proven ability to build rapport while providing superior customer service and maintaining positive relationships with internal teams and client contacts;
  • Skills in delegating tasks and responsibilities;
  • Disciplined in summarizing and reporting status / results regularly;
  • Strong organizational, analytical skills and strong attention to detail;
  • Excellent problem analysis, troubleshooting, problem solving and decision making skills;
  • Possess proactive mindset to seeks information to create effective solutions;
  • Skills in coaching, mentoring, teambuilding and motivating others;
  • Ability to work well independently and as a team member;
  • Excellent interpersonal, verbal and writtenmunication skills;
  • Ability to follow through on and successfully execute tasks while adhering to specified quality standards;
  • Excellent working knowledge in the Microsoft Office Suite, including Word, Excel, Access, Project, and Outlook.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable amodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this job, the employee is :
  • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms; Occasionally required to stand and walk;

Extensive use ofputer and keyboard and viewing ofputer screen is required; Specific vision abilities required by this job include vision, and ability to adjust focus.

Other working conditions are normal for an office environment.

WORK LOCATION

Work is typically performed either on site at MMA East's Conshohocken office, or at various customer / MMA locations as required.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Marsh & McLennan Agency offerspetitive salaries andprehensive benefits and programs including : health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs.

For more information about ourpany, please visit us at : / / marshmma / careers. Job ID R 265569

30+ days ago
Related jobs
Promoted
EisnerAdvisory Group LLC
Philadelphia, Pennsylvania

About our Private Client Services (PCS) Team:The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. EisnerAmper is seeking a Tax Senior Manager to joi...

Promoted
Andersen
Philadelphia, Pennsylvania

As a member of the Private Client Services practice, Senior Associates participate in the tax planning, consulting, and compliance process for a variety of clients, including entrepreneurs, executives, partnerships, closely-held businesses, estates, and trusts. Senior Associates interact heavily wit...

Promoted
365 Health Services
Bala Cynwyd, Pennsylvania

The Client Services Manager position is ideal for any competitive individual who is looking to challenge themselves and take their career to the next level. QUALIFICATIONS FOR CLIENT SERVICES MANAGER (CSM):. Ensure client, consumer and referral source expectations are understood and met while addres...

RXO, Inc.
Remote, PA, US,
Remote

As a Lead Account Manager, Client Services at RXO, you will coordinate with site leadership to provide support for all home delivery services. Assist the Operations Manager in identifying issues with inventory, deliveries and/or customer satisfaction, including restructuring routes to improve operat...

SELF Inc.
Philadelphia, Pennsylvania

In addition, the Case Manager provides direct service links to external resources necessary to establish safe, permanent housing and supports to end the participant’s homelessness. Director of Client Services Case-management, Case-Management Supervisor. Consistently in compliance with Office of Home...

BDO
Philadelphia, Pennsylvania

A Private Client Services (PCS) Tax Senior Manager is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services t...

365 Health Services
Philadelphia, Pennsylvania

Matches and evaluates candidate skills to client and consumer needs through screening and interviewing Completes necessary reference checks on candidate’s background and work experience Ensures candidates meet required hiring standards for 365 Health Services and applicable contracts Negotiate...

Siemens Industry, Inc.
Blue Bell, Pennsylvania

As a Client Service Manager, ensuring the financial performance of our service agreements and customer satisfaction are critical to our success. Participate in the development of a master schedule to deliver service for all customers in the service area. You’ll be working directly with the customer ...

Ascensus
Dresher, Pennsylvania

Provides client support and customer service on day-to-day issues with clients by responding timely and effectively either orally or via written communication. Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and ...

Marsh & McLennan Companies, Inc.
Conshohocken, Pennsylvania

As a member of the Admin Solutions team, the Client Service Manager (CSM) is responsible for the successful management of our clients' project plans relating to the implementations, annual renewals, ongoing administration and special projects. Monitor, research, and resolve escalated client issues b...