M

Marsh

Global insurance brokerage and risk advisory

Employee Health & Benefits Account Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • An active and current Florida 2-15 insurance license is required.
  • At least 2 years of account management experience within an insurance agency and industry experience are required.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word, is required.
  • Detail orientation and strong time-management and client-relations skills are required, including communication and presentation skills, service orientation, cooperation, and tactfulness to resolve client and company problems.

Responsibilities

  • Manage strategic planning, renewal and marketing, compliance, open enrolment, implementation, and employee communication efforts for assigned clients.
  • Collaborate with the Producer and/or Account Executive to monitor and support the new business and renewal process, prepare marketing information, or provide required information to a marketing team member.
  • Build and maintain client and carrier relationships by phone, email, and in person.
  • Stay organized, prioritize and manage multiple tasks, proactively plan to meet deadlines, and anticipate potential issues.
  • Manage annual planning timelines and ensure client deliverables, including Benefit Guides, are prepared on time.
  • Lead, document, and complete renewal implementation calls and paperwork with clients.
  • Hold carriers accountable for accuracy, timelines, and service expectations.
  • Independently produce accurate and timely materials and consistently audit work product to minimize errors.
  • Maintain client information in the agency management system.
  • Navigate resources and leverage carrier partners to advocate for clients, solve problems, provide a strong client experience, and support retention efforts.
  • Maintain knowledge of applicable coverages, carrier guidelines, underwriting, and legislative changes to support relationships with clients and carrier representatives.
  • Assist assigned clients and teammates with service questions about administration, billing, claims issues, and problem solving upon request.
  • Project manage Employee Navigator or PlanSource plan builds for implementation and/or open enrolment, ensuring plan rules, rates, and required updates are accurate and completed for successful transmission of electronic file feeds and integrations.
  • Counsel clients on compliance deadlines related to Form 5500 filings, COBRA rate updates, ACA reporting requirements, preparation and delivery of Annual Wrap Documents and Annual Notices, Medicare Part D credibility notices, and CMS Disclosure Emails.
  • Keep abreast of new products available for clients and current legislative changes.
  • Perform other duties and responsibilities as requested by management.

Desired Qualifications

  • A bachelor's degree or higher is preferred.
  • Bilingual ability in English and Spanish is preferred.
  • Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight is preferred.
  • Ability to travel, occasionally overnight, is preferred.

About the Company

Marsh

Global insurance brokerage and risk advisory

Marsh helps organizations manage risk and obtain insurance by acting as a risk adviser and broker, placing coverage with multiple underwriters rather than from a single source. It has grown into a diversified professional services firm that includes Mercer, Guy Carpenter, and Oliver Wyman, all under one holding company. Unlike traditional brokers, Marsh combines risk transfer with advisory and consulting services across insurance, reinsurance, HR, and management consulting. Its goal is to lower clients’ financial risk and total cost of risk by offering integrated risk management and advisory solutions.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1871

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