Employee Health & Benefits Account Manager

Marsh•Maitland, FL

4d•Hybrid

About The Position

As an Account Manager on the Employee Health and Benefits team, you are responsible for service and retention of middle- to large-market group benefit accounts. You handle day-to-day client correspondence and questions, support Producers and Benefit Consultants with information gathering for new and renewing groups, and help coordinate marketing submissions, implementations, intake forms, and enrollments. The role includes maintaining organized workflows and current client files in the document management and agency management systems; managing annual planning timelines; preparing client deliverables such as Benefit Guides; and leading, documenting, and completing renewal implementation calls and paperwork. You hold carriers accountable for accuracy, timelines, and service expectations, produce and audit materials, and use agency and carrier resources to solve client problems and support retention. You maintain knowledge of applicable coverages, carrier guidelines, underwriting, products, and legislative changes. You assist clients and teammates with administration, billing, and claims questions. You also project-manage Employee Navigator or PlanSource plan builds for implementation or open enrollment, ensuring plan rules, rates, updates, electronic file feeds, and integrations are accurate. You counsel clients on compliance deadlines and deliverables, including Form 5500 filings, COBRA rate updates, ACA reporting, Annual Wrap Documents and Notices, Medicare Part D creditable coverage notices, and CMS Disclosure Emails. Other duties may be assigned 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.
Detail-oriented, with strong time-management and client-relations skills.
Excellent communication and presentation skills, 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

Provide service to and support retention of middle- to large-market group benefit accounts.
Handle day-to-day client correspondence and questions.
Assist Producers and Benefit Consultants in gathering information for new and renewing groups and submitting it to the marketing team.
Support implementations, intake forms, and enrollments.
Keep workflows organized and maintain client electronic files in the document management system.
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.
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, and support retention.
Assist clients and teammates with service questions involving 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, including 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 available products and legislative changes.
Perform other duties and responsibilities as requested by management.