Account Manager - Employee Health & Benefits

Marsh McLennan•Miami, FL
•Hybrid

About The Position

The Account Manager works on Marsh Agency’s Employee Health and Benefits team, supporting clients through proactive service, data-driven insights, and insurance and benefits strategies. The role manages annual planning and client deliverables, coordinates benefit planning and renewal activities, and partners with carriers and internal resources to resolve client issues. It also contributes to client retention by delivering a strong client experience and developing or simplifying benefit guides.

Requirements

  • High school diploma or equivalent.
  • Current and valid Florida 2-15 insurance license.
  • At least 5 years of account management experience within an insurance agency.
  • Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word.
  • Strong attention to detail and time-management skills.

Nice To Haves

  • Bachelor’s degree or higher.
  • Bilingual in English and Spanish.
  • Experience with EPIC.

Responsibilities

  • Manage the annual planning timeline and ensure client deliverables are prepared on time.
  • Manage strategic planning, renewal and marketing, compliance, open enrollment, implementation, and employee communication efforts for assigned clients.
  • Produce accurate and timely materials independently and audit work to minimize errors.
  • Use internal resources and carrier partners to advocate for clients and solve problems.
  • Stay organized, prioritize and manage multiple tasks, and plan proactively to meet deadlines and address potential issues.
  • Develop or simplify benefit guides.

Benefits

  • Generous time off, including personal and volunteering time.
  • Tuition reimbursement and professional development opportunities.
  • Hybrid and flexible work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Colleague well-being benefits and resources.
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