Employee Benefits Account Manager

Marsh McLennan•Saint Petersburg, FL

18d•Hybrid

About The Position

Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a business of MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager on the McGriff Employee Health & Benefits team, you’ll support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business. Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives. Build and maintain key client and carrier relationships by phone, email and in person. Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request. Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client. Coordinate meetings with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options. Prepare marketing information or provide required information to a marketing person. Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process. Prepare and deliver all applicable forms to clients. Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients. Provide administrative support for other tasks as they arise such as assigned special projects and development of new ideas/services, as requested. Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur. Other duties and responsibilities as requested by management.

Requirements

Bachelor’s degree or equivalent education and related training
Two years of relevant insurance industry experience
Appropriate insurance license(s)
Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
Ability to travel, occasionally overnight

Nice To Haves

Advanced degree
Certification in field of endeavor
Experience with Requests for Proposal

Responsibilities

Support Producer and Marketing Account Executive, if applicable, by marketing and servicing new and renewal business.
Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.
Build and maintain key client and carrier relationships by phone, email and in person.
Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients.
Provide analysis and assist in the recommendation of coverage needs to present to client.
Coordinate meetings with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Prepare marketing information or provide required information to a marketing person.
Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
Prepare and deliver all applicable forms to clients.
Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s).
Provide administrative support for other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Other duties and responsibilities as requested by management.