Employee Health & Benefits Account Manager

Marsh McLennan•Fort Lauderdale, FL

1d•Hybrid

About The Position

The Account Manager on Marsh McLennan Agency’s Employee Health and Benefits team manages strategic planning, renewals and marketing, compliance, open enrollment, implementation, and employee communications for assigned clients. The role collaborates with Producers and/or Account Executives to support new-business and renewal processes, prepare marketing information, and maintain client and carrier relationships by phone, email, and in person. The Account Manager manages annual planning timelines and client deliverables, leads renewal implementation calls and paperwork, holds carriers accountable for accuracy and service, and maintains client information in the agency management system. The role also supports client service and retention by resolving questions and problems, staying current on coverage, carrier, underwriting, and legislative changes, and managing Employee Navigator or PlanSource plan builds for implementation and open enrollment. The position includes counseling clients on compliance deadlines and requirements, including Form 5500 filings, COBRA rate updates, ACA reporting, annual wrap documents and notices, Medicare Part D creditable coverage notices, and CMS disclosure emails. The role also keeps abreast of available products and legislative changes and performs other duties as requested by management.

Requirements

High school diploma or equivalent.
Active and current Florida 2-15 insurance license.
At least 2 years of account management experience within an insurance agency, with industry experience.
Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word.
Strong attention to detail, time management, and client relations skills.
Excellent communication and presentation skills, a service orientation, cooperative nature, and tactfulness in resolving client and company problems.

Nice To Haves

Bachelor’s degree or higher.
Bilingual in English and Spanish.
Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight.
Ability to travel, occasionally overnight.

Responsibilities

Manage strategic planning, renewals and marketing, compliance, open enrollment, implementation, and employee communication efforts for assigned clients.
Collaborate with Producers and/or Account Executives to monitor and support new-business and renewal processes and prepare marketing information.
Build and maintain client and carrier relationships by phone, email, and in person.
Organize and prioritize 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 audit work to minimize errors.
Maintain client information in the agency management system.
Use agency resources and carrier partners to advocate for clients, solve problems, provide a positive client experience, and support retention.
Maintain knowledge of applicable coverages, carrier guidelines, underwriting, and legislative changes.
Assist clients and teammates with questions related to administration, billing, claims, and problem solving.
Project-manage Employee Navigator or PlanSource plan builds for implementation and/or open enrollment, ensuring accurate plan rules, rates, updates, electronic file feeds, and integrations.
Counsel clients on compliance deadlines and requirements related to Form 5500 filings, COBRA rate updates, ACA reporting, annual wrap documents and notices, Medicare Part D creditable coverage notices, and CMS disclosure emails.
Keep abreast of new products and current legislative changes.
Perform other duties and responsibilities as requested by management.