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Marsh

Global insurance brokerage and risk advisory

Senior Account Manager - Employee Health & Benefits

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USANo salary listed

About the Job

Requirements

  • A Bachelor's degree or equivalent education and related training.
  • At least 5 years of relevant insurance industry experience.
  • Strong client relations skills, including communication, service orientation, cooperation, and tactfulness in resolving client and company problems.
  • Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.

Responsibilities

  • Promptly address new client inquiries, provide regular status updates, and escalate issues to the Account Executive when necessary.
  • Maintain strong client relationships through scheduled 30-day check-in calls and ongoing communication with carrier representatives to clarify coverage details, resolve issues, and stay informed about carrier guidelines and legislative changes.
  • Coordinate Form 5500 filings and advise clients on PCORI fees, Medicare Part D, Section 125, ACA, and COBRA requirements.
  • Meet regularly with producers and Account Executives to ensure all renewal requirements are met.
  • Oversee enrollment and renewal processes, confirming benefits, rates, and employee contributions.
  • Coordinate with benefits administration or enrollment vendors and arrange carrier training for client HR teams.
  • Prepare benefit guides and presentations for open enrollment.
  • Gather claims data and employee feedback to support renewals; request updated proposals from carriers when assigned.
  • Participate in quarterly client calls and prospect meetings.
  • Identify opportunities to enhance coverage options and collaborate with the Account Executive and marketing team to develop competitive renewal strategies.
  • Serve as the primary client contact and provide accurate, compliant, and responsive support.

Desired Qualifications

  • A Life & Health License, or the ability to obtain one within 90 days of employment.
  • An advanced degree.
  • A certification or designation.
  • Experience with Requests for Proposal.

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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