Employee Health & Benefits Account Manager

Marsh•Fort Lauderdale, FL

3d•Hybrid

About The Position

As an Account Manager on the Employee Health and Benefits team, you will manage strategic planning, renewals and marketing, compliance, open enrollment, implementation, and employee communications for assigned clients. You will collaborate with Producers and/or Account Executives to monitor and support new business and renewal processes, prepare marketing information, and maintain relationships with clients and carriers by phone, email, and in person. The role requires organizing and prioritizing multiple tasks, planning proactively to meet deadlines, managing annual planning timelines, and ensuring client deliverables such as Benefit Guides are prepared on time. You will lead and document renewal implementation calls and paperwork, hold carriers accountable for accuracy and service expectations, produce and audit materials, and maintain client information in the agency management system. You will use internal resources and carrier relationships to resolve client issues, support retention, and answer service questions about administration, billing, and claims. You will manage Employee Navigator or PlanSource plan builds for implementation and open enrollment, ensuring plan rules, rates, and updates are accurate for electronic file feeds and integrations. You will 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. You will also keep current on available products and legislative changes and perform 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.
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

Manage strategic planning, renewals and marketing, compliance, open enrollment, implementation, and employee communications for assigned clients.
Collaborate with Producers and/or Account Executives to monitor and support new business and renewal processes.
Prepare marketing information or provide required information to a marketing team member.
Build and maintain client and carrier relationships by phone, email, and in person.
Organize and prioritize multiple tasks, proactively plan to meet deadlines, and address 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.
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 strong client experience, and support retention.
Assist clients and teammates with service questions about administration, billing, claims issues, and problem solving when requested.
Project-manage Employee Navigator or PlanSource plan builds for implementation and/or open enrollment, ensuring accurate plan rules, rates, and updates for 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.
Stay informed about products available to clients and current legislative changes.
Perform other duties and responsibilities as requested by management.