Elizabeth Gates

Client Manager at Marsh McLennan Agency

Role
Client Manager at Marsh McLennan Agency
Location
San Rafael, CA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Elizabeth Gates

Human Resources and Employee Benefits specialist in the insurance industry. I love to make employee’s lives easier & take the strain off of company HR departments. Working with the greatest people at a wonderful company!

Experience

  1. Client Manager

    Marsh McLennan Agency

    Jan 2023 — Present · San Francisco, CA, US

    Manage book of business with minimal supervision from the Client Executive to include day-to-day account management and liaison with carriers, other team members and the client• Act in the capacity of the benefits project manager, further refine strategy with the client’s input and as carrier data and feedback is received• Develop marketing strategy for clients based on their needs, history and a strong knowledge of carriers• Negotiate with carriers on client’s behalf, drawing on knowledge of the client’s historical trends, claims history and internal underwriting expertise• Manage the client’s annual timeline to include the renewal and Open Enrollment process• Actively participate in, and frequently lead, the strategic planning and renewal meetings to learn client needs, challenges and concerns• Orchestrate the installation of benefits to include managing multiple vendor and carrier communications simultaneously, resolving systems compatibility and the resolution of issues• Create the strategy and branding under which the benefit package will be presented to the client’s workforce to include the key areas of focus to be messaged during Open Enrollment meetings and in plan specific communications• Develop the client’s Open Enrollment communication campaign and execute with the service teamCA Insurance License #41•••96

Education

  • California State University, Chico

    Bachelor of Arts (B.A.), History, Minor in International Studies

    2011 — 2015

Skills

  • Telephone Skills
  • Customer Service
  • Data Entry
  • Teamwork
  • E-Verify
  • Leadership
  • Peoplesoft
  • Marketing
  • Portrait Photography
  • Public Speaking
  • Temporary Staffing
  • Microsoft Office
  • Sales
  • English
  • Event Planning
  • Time Management
  • Applicant Tracking Systems
  • Expense Reports
  • HR Policies
  • Recruiting
  • Interpersonal Skills
  • Healthcare
  • Medical Compliance
  • Social Media
  • Microsoft Word
  • Human Resources
  • Payroll Processing
  • Telemarketing
  • Communication
  • Temporary Placement
  • HR Management
  • Contract Negotiation
  • Compensation & Benefits
  • Background Checks
  • Cold Calling
  • Dependable Team Player
  • Employment Law Compliance
  • Email Marketing
  • Employee Relations
  • Compliance Management

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