OPT Client Relationship Manager Jobs
Client Relationship Manager roles fit OPT well because most employers classify the position as a specialty occupation requiring a degree in business, communications, or a related field. Your 12-month OPT window (29 months with a STEM extension if eligible) gives you enough runway to prove your value and secure H-1B visa sponsorship.
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Marsh McLennan Agency
Description:
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Flexible Benefits Relationship Manager at Marsh Agency.
Marsh Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our McGriff Flexible Benefits Client Relationship Manager on the Marsh Agency Flex team, you’ll lead the management of an established client portfolio to ensure consistent delivery of contractual obligations and service excellence. Reporting to the Client Service Operations Manager and supporting the New Client Implementation Team to ensure excellent support for new and existing clients.
Key Responsibilities:
- Independently manage daily tasks and projects to maintain and enhance client satisfaction.
- Oversee client renewals, servicing, and potential terminations, ensuring all plan documentation, system records, and checklists are accurate and up to date.
- Manage client renewal processes by analyzing coverage needs and pricing, providing informed recommendations.
- Stay informed on IRS and Department of Labor regulations and industry trends, communicating updates to the team to foster knowledge sharing.
- Ensure adherence to standardized procedures and processes to deliver high-quality outcomes, support staff development through training, and maintain accurate record-keeping and technology use.
- Review and audit staff work for timeliness, quality, compliance, and system efficiency, proposing improvements as needed.
- Conduct audits of record-keeping systems and third-party card vendor systems.
- Respond to client and teammate inquiries related to administration, billing, claims, addressing any issues that arise.
- Build and maintain strong client relationships, actively managing issues to retain clients, including coordination with other offices.
- Mentor and train teammates to promote effective service delivery.
- Provide administrative support for special projects and the development of new services as assigned.
- Participate in seminars, training, and carrier meetings to stay current on products and legislative changes.
- Support overall TPA practice revenue and client retention objectives.
- Responsible for strategies and actions leading to overall client satisfaction and ongoing retention.
- Develop and deliver on-site and virtual training sessions for clients and participants on benefits programs and changes.
- Serve as the primary point of contact for assigned clients, building and nurturing strong relationships. Understand client needs and objectives, providing strategic guidance and support to enhance their flexible benefits programs. Share responsibility for overall strategic management and focus of client engagement.
Job Duties:
- Build and maintain strong relationships with key internal partners in Relationship Management, Sales, Systems Operations, Treasury, Claims Administration, Customer Care Center as well as with internal and external Broker partners and Account Managers.
- Keeps abreast of current trends, Internal Revenue Service (IRS) and Department of Labor (DOL) regulations and pronouncements and communicates these changes to the staff to promote knowledge.
- Responsible for adhering to standard operating procedures and processes to assure the highest quality product, development of staff through training and ongoing support involving record keeping and computer technology.
- Bring forward suggestions for organizational improvement.
- Attend seminars, classes and carrier meetings to keep abreast of new products available for Clients and acquire expertise in legislative changes, as opportunities occur.
- Support overall revenue and retention goals.
- Other duties and responsibilities as requested by management.
- Maintain accurate client records and documentation, including renewals, enrollment forms, plan summaries, and compliance materials.
- Serve as internal subject matter expert in designated areas of expertise.
- Ensure that all flexible benefits plans comply with applicable IRS regulations, including ERISA, HIPAA, and ACA requirements.
- Consult with clients and make strategic plan design recommendations based on valid client data and information that align with clients’ business strategy, culture, and priorities.
- Initiate and manage the renewal process and plan document updates.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Knowledge of Flexible Benefits
- Client account management experience.
- Strong client relationship skills with excellent communication, service orientation, cooperation, and tact to resolve issues.
- Proven sales and upselling abilities within related industries.
- Demonstrated responsiveness, urgency, and professionalism.
- Positive and enthusiastic attitude.
- Proficiency in Microsoft Office Suite and Adobe.
- Ability to travel occasionally for benefit fairs, conferences and educational events.
- Must have Life, Health & Accident License or able to obtain within 90 days of employment and other necessary licenses/certifications – completing continuing education requirements.
- Four-year degree or equivalent industry experience.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Ability to research and analyze problems independently.
- Ability to collaborate cross-functionally.
These additional qualifications are a plus, but not required to apply:
- Account Management
- Bilingual (English/Spanish)
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid Work
- Charitable contribution match programs
- Stock purchase opportunities
To view additional career opportunities, visit Marsh Agency Careers
Follow us on social media to meet our colleagues and see what makes us tick:
- Instragram
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
January 31, 2027
Company:
Marsh McLennan Agency
Description:
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Flexible Benefits Relationship Manager at Marsh Agency.
Marsh Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our McGriff Flexible Benefits Client Relationship Manager on the Marsh Agency Flex team, you’ll lead the management of an established client portfolio to ensure consistent delivery of contractual obligations and service excellence. Reporting to the Client Service Operations Manager and supporting the New Client Implementation Team to ensure excellent support for new and existing clients.
Key Responsibilities:
- Independently manage daily tasks and projects to maintain and enhance client satisfaction.
- Oversee client renewals, servicing, and potential terminations, ensuring all plan documentation, system records, and checklists are accurate and up to date.
- Manage client renewal processes by analyzing coverage needs and pricing, providing informed recommendations.
- Stay informed on IRS and Department of Labor regulations and industry trends, communicating updates to the team to foster knowledge sharing.
- Ensure adherence to standardized procedures and processes to deliver high-quality outcomes, support staff development through training, and maintain accurate record-keeping and technology use.
- Review and audit staff work for timeliness, quality, compliance, and system efficiency, proposing improvements as needed.
- Conduct audits of record-keeping systems and third-party card vendor systems.
- Respond to client and teammate inquiries related to administration, billing, claims, addressing any issues that arise.
- Build and maintain strong client relationships, actively managing issues to retain clients, including coordination with other offices.
- Mentor and train teammates to promote effective service delivery.
- Provide administrative support for special projects and the development of new services as assigned.
- Participate in seminars, training, and carrier meetings to stay current on products and legislative changes.
- Support overall TPA practice revenue and client retention objectives.
- Responsible for strategies and actions leading to overall client satisfaction and ongoing retention.
- Develop and deliver on-site and virtual training sessions for clients and participants on benefits programs and changes.
- Serve as the primary point of contact for assigned clients, building and nurturing strong relationships. Understand client needs and objectives, providing strategic guidance and support to enhance their flexible benefits programs. Share responsibility for overall strategic management and focus of client engagement.
Job Duties:
- Build and maintain strong relationships with key internal partners in Relationship Management, Sales, Systems Operations, Treasury, Claims Administration, Customer Care Center as well as with internal and external Broker partners and Account Managers.
- Keeps abreast of current trends, Internal Revenue Service (IRS) and Department of Labor (DOL) regulations and pronouncements and communicates these changes to the staff to promote knowledge.
- Responsible for adhering to standard operating procedures and processes to assure the highest quality product, development of staff through training and ongoing support involving record keeping and computer technology.
- Bring forward suggestions for organizational improvement.
- Attend seminars, classes and carrier meetings to keep abreast of new products available for Clients and acquire expertise in legislative changes, as opportunities occur.
- Support overall revenue and retention goals.
- Other duties and responsibilities as requested by management.
- Maintain accurate client records and documentation, including renewals, enrollment forms, plan summaries, and compliance materials.
- Serve as internal subject matter expert in designated areas of expertise.
- Ensure that all flexible benefits plans comply with applicable IRS regulations, including ERISA, HIPAA, and ACA requirements.
- Consult with clients and make strategic plan design recommendations based on valid client data and information that align with clients’ business strategy, culture, and priorities.
- Initiate and manage the renewal process and plan document updates.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- Knowledge of Flexible Benefits
- Client account management experience.
- Strong client relationship skills with excellent communication, service orientation, cooperation, and tact to resolve issues.
- Proven sales and upselling abilities within related industries.
- Demonstrated responsiveness, urgency, and professionalism.
- Positive and enthusiastic attitude.
- Proficiency in Microsoft Office Suite and Adobe.
- Ability to travel occasionally for benefit fairs, conferences and educational events.
- Must have Life, Health & Accident License or able to obtain within 90 days of employment and other necessary licenses/certifications – completing continuing education requirements.
- Four-year degree or equivalent industry experience.
- Strong organizational skills and attention to detail.
- Ability to work independently and as part of a team.
- Ability to research and analyze problems independently.
- Ability to collaborate cross-functionally.
These additional qualifications are a plus, but not required to apply:
- Account Management
- Bilingual (English/Spanish)
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid Work
- Charitable contribution match programs
- Stock purchase opportunities
To view additional career opportunities, visit Marsh Agency Careers
Follow us on social media to meet our colleagues and see what makes us tick:
- Instragram
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
January 31, 2027
See all 155+ OPT Client Relationship Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Relationship Manager Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Client Relationship Manager
Target companies with a history of H-1B sponsorship
Financial services firms, consulting companies, and enterprise software providers routinely sponsor H-1B visas for client-facing roles. Prioritize employers with dedicated HR teams who already understand the sponsorship process, as they move faster and make fewer mistakes.
Position your degree as a specialty occupation match
USCIS requires Client Relationship Manager roles to need a specific bachelor's degree field. Frame your business, marketing, or communications degree as directly tied to the role's client strategy responsibilities, not just general business knowledge, in every application and interview.
Raise sponsorship early, not at the offer stage
Bring up your OPT status and future sponsorship needs during the second or third interview round. Waiting until the offer stage creates friction and sometimes kills deals. Employers who are uncomfortable usually say so early, saving everyone time.
Quantify your client management impact with numbers
Employers weighing the cost of sponsorship need to see clear return. Lead with metrics on your resume: retention rates you improved, revenue you influenced, or portfolio size you managed. Concrete numbers reduce perceived hiring risk significantly for international candidates.
Apply during the October-to-December hiring window for H-1B timing
If you need H-1B sponsorship, employers must file by April 1 for an October 1 start. Working backward, that means securing an offer between October and December gives your employer the most preparation time without rushing the process.
Highlight client-facing soft skills that are hard to offshore
Relationship management relies on cultural fluency, communication, and trust-building that many employers consider location-dependent. Emphasizing these strengths signals you add value that remote or offshore alternatives cannot easily replicate, which strengthens the sponsorship business case.
Client Relationship Manager OPT: Frequently Asked Questions
Can I work as a Client Relationship Manager on OPT?
Yes, provided your role qualifies as a specialty occupation tied to your degree field. Most Client Relationship Manager positions require a bachelor's degree in business, marketing, communications, or a related discipline, which satisfies that standard. You must also ensure your employer reports any material changes in your job duties to your DSO, since OPT authorization is tied to your specific field of study.
Do Client Relationship Manager roles commonly lead to H-1B sponsorship?
Many do, particularly at larger financial services, consulting, and SaaS companies where the role is well-defined and recurring. The key factor is whether the employer can demonstrate the position requires a specific degree rather than any bachelor's degree, which is the threshold USCIS applies. Roles with defined account portfolios, revenue responsibility, or technical product knowledge tend to pass that test more reliably than generalist relationship roles.
Where can I find Client Relationship Manager jobs that are open to OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters roles by sponsorship openness, so you avoid wasting applications on employers who won't consider international candidates. Searching there surfaces Client Relationship Manager positions where the employer has either sponsored before or explicitly indicated openness to OPT and H-1B candidates, which saves significant time during a limited authorization window.
Does my field of study affect whether I can work as a Client Relationship Manager on OPT?
Yes, and this is one of the most common problems OPT students encounter. Your OPT authorization must be directly related to your degree. A business, marketing, finance, or communications degree connects clearly. A degree in engineering or the natural sciences may still qualify if your CRM role sits at a technical company where the position genuinely requires that background, but your DSO and employer should document that connection carefully.
Can I work as a Client Relationship Manager for a small business or startup on OPT?
Yes, OPT does not restrict employer size. However, small employers and early-stage startups are less likely to have prior H-1B sponsorship experience, which can create delays or complications if you need sponsorship before your OPT expires. If you pursue a startup role, have a direct conversation about sponsorship timelines early, confirm they have legal counsel who handles immigration, and verify your role qualifies as a specialty occupation before you start.