Account Manager I - Employee Health & Benefits

Marsh•McLean, VA

4d•$49,000 - $91,300•Hybrid

About The Position

Marsh McLennan Agency (MMA) 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. An Account Manager I in Employee Health & Benefits acts as the client-facing hub, building and maintaining strong relationships with clients and carriers through phone, email and in-person interaction. They are the primary resource for service questions—handling administration, billing and claims issues and troubleshooting until resolution. Using the client management system, they update policies that are written or renewed, log client meetings and carrier follow-up, establish and manage follow-up tasks, and pull information needed to support client requests. The role also includes preparing and delivering required forms and marketing materials, and providing administrative support on special projects or opportunities to develop new services. Renewal and implementation responsibilities are collaborative: the Account Manager works closely with Producers and Marketing Account Executives to monitor renewals, analyze coverage needs, and prepare recommendations for clients. They coordinate and conduct meetings with clients and internal partners to present renewal options or gain approval to go to market, schedule and lead teammate meetings to complete implementation, and ensure that all documentation and next steps are tracked and executed. Through attentive client advocacy, carrier coordination and internal communication, they help keep coverage, service and renewal processes moving forward effectively.

Requirements

Bachelor’s degree or equivalent education and related training
Minimum two years of relevant insurance industry experience
Strong client relations and communication skills; service-oriented, cooperative, and tactful in resolving client and company issues
Proficient in computer applications, including Microsoft Office Suite

Nice To Haves

Advanced degree
Life & Health License or ability to obtain within 90 days, with certification in field of endeavor.
Experience with Requests for Proposal

Responsibilities

Acts as the client-facing hub, building and maintaining strong relationships with clients and carriers through phone, email and in-person interaction.
Primary resource for service questions—handling administration, billing and claims issues and troubleshooting until resolution.
Update policies that are written or renewed using the client management system.
Log client meetings and carrier follow-up.
Establish and manage follow-up tasks.
Pull information needed to support client requests.
Prepare and deliver required forms and marketing materials.
Provide administrative support on special projects or opportunities to develop new services.
Collaborate with Producers and Marketing Account Executives to monitor renewals, analyze coverage needs, and prepare recommendations for clients.
Coordinate and conduct meetings with clients and internal partners to present renewal options or gain approval to go to market.
Schedule and lead teammate meetings to complete implementation.
Ensure that all documentation and next steps are tracked and executed.
Keep coverage, service and renewal processes moving forward effectively through attentive client advocacy, carrier coordination and internal communication.