Account Manager - Employee Health and Benefits

Marsh McLennan•Schaumburg, IL

About The Position

Marsh Agency Midwest is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services. It takes a client-centric approach, offering personalized solutions and building long-lasting relationships. The region is recognized as a top workplace and invests in career development in a productive, results-driven environment. The Account Manager ensures successful delivery of client services by creating and implementing customized service plans. The role involves building strong client relationships, understanding client needs, negotiating coverage, and managing proposals and renewals. The Account Manager also maintains accurate client information and fosters a collaborative service experience.

Requirements

At least 3 years of previous insurance experience in applicable insurance products or lines, funding mechanisms, and employee benefit techniques.
Experience negotiating contracts, leading renewal meetings, and presenting at open enrollment meetings.
Self-starter with strong organization, problem-solving, and time-management skills to meet deadlines.
Attention to detail and accuracy.
Strong proficiency with Excel, Word, PowerPoint, and agency management systems.
Ability to interpret complex documents, such as detailed insurance policies, applications, and proposals.
Ability to work on a fast-paced, high-energy team while maintaining a positive attitude.

Nice To Haves

Life & Health license preferred, or ability to obtain one upon hire.
BS/BA in Business, Insurance, or a related field.
GBA, CEBS, VBS, or another professional insurance designation related to Benefits.
Experience working with Applied Epic, an agency management system.
Availability to travel for client meetings as needed.

Responsibilities

Create and implement customized service plans to ensure successful delivery of services to clients.
Build strong relationships with clients and understand their needs.
Negotiate coverage and contracts.
Manage proposals and renewals, including leading renewal meetings.
Present at open enrollment meetings.
Maintain accurate client information and foster a collaborative service experience.
Interpret complex insurance documents, including policies, applications, and proposals.

Benefits

Medical, dental, and vision coverage.
Employer-paid HSA contributions.
401(k) match.
Flexible choice to work at home or in an office, based on discretion and schedule, for most positions.
20 days of paid time off to start.
Tuition reimbursement and designation/certification support and bonuses.
Paid day off to volunteer and company-organized volunteer events.
Matching charitable donations up to $1,000 per year.
Wellness rewards up to $750 per year.
Performance-based incentives may be available.
Employee assistance programs.