Full-Time

Client Manager

Employee Health & Benefits

Confirmed live in the last 24 hours

Marsh & McLennan

Marsh & McLennan

No salary listed

Mid, Senior

No H1B Sponsorship

Greenville, SC, USA

Hybrid

Category
Insurance
Finance & Banking
Required Skills
Word/Pages/Docs
Risk Management
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree or equivalent work experience required.
  • Minimum of three years of Benefits/HR experience.
  • Working knowledge of risk management techniques and Employee Health and Benefits markets and ability to communicate with a variety of stakeholders.
  • Advanced proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.
Responsibilities
  • Manage tasks related to individual life, disability, medical insurance, and financial services.
  • Process applications and proposals for individual insurance policies.
  • Maintain accurate client records and assist with securities trading while ensuring compliance with regulations.
  • Oversee individual annuity accounts, prepare reports, and manage client inquiries.
  • Organize client information, schedule meetings, and prepare presentations.
  • Address inquiries, foster positive relationships, and collaborate with compliance resources to ensure adherence to regulations.
  • Provide insights into market strategy and involvement in carrier negotiations.
Desired Qualifications
  • Preference for candidates with Series 6 and 63 for securities licensure.
  • Previous experience in a similar role within the insurance or financial services industry is preferred.
  • Life & Health License or ability to obtain within 90 days.

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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