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The primary role of the Client Service Representative is to evaluate client health and welfare benefit plans and design changes, develop and implement solutions to client issues, support the delivery of contracted client service, and participate in a cross functional team to support Producers, Account Managers, and Underwriters in servicing clients.


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

Conduct plan audits, including review of insurance contracts, amendments and other documents, to ensure compliance and appropriate documentation;

Collect data and documents for compliance reviews;

Interpret plan documents to answer client questions;

Work directly with Communications Specialist to develop newsletters, benefit summaries and highlight brochures;

Manage the enrollment portal process, meet quality and timing objectives, and effectively communicate resolution of issues;

Review and revise benefit materials, communicating benefit updates and changes to clients and their employees;

Working directly with carriers, resolve disputed claim and eligibility issues for clients and participants;

Resolve other participant-level issues;

Answer and respond to in-bound phone calls from participants; make return calls resulting from voice-mail; and respond in writing to participant e-mail requests;

Assist Client Service Manager in keeping all aspects of CRM up-to-date;


REQUIRED EDUCATION AND EXPERIENCE
:

Bachelors degree and/or equivalent work experience preferred;

Minimum of 2 years client facing and benefits/insurance related experience;

Experience within a health care, insurance, health and welfare consulting, benefits brokerage, human resources consulting, and employee benefits industry is preferred;

Active Life and Health License preferred, if not licensed must obtain license within first 90 days of employment.


WORK LOCATION


Work is typically performed either on site at MMA Easts Conshohocken, PA 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 offers competitive salaries and comprehensive 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 our company, please visit us at: (link removed)