Employee Health and Benefits Account Manager

Marsh McLennan•Maitland, FL

5d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 (NYSE: MRSH). As an Account Manager on the McGriff Employee Health & Benefits team, you will support a Producer and Marketing Account Executive by marketing and servicing new and renewal business. You will be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives. You will build and maintain key client and carrier relationships by phone, email and in person. You will assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request. You will work with the Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. You will provide analysis and assist in the recommendation of coverage needs to present to client. You will 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. You will prepare marketing information or provide required information to a marketing person. You will schedule and conduct teammate meetings in coordination with the Marketing Account Executive or Producer and complete the implementation process. You will prepare and deliver all applicable forms to clients. You will be 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, you will understand how to use the system to acquire information to assist clients. You will provide administrative support for other tasks as they arise such as assigned special projects and development of new ideas/services, as requested. You will 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 by marketing and servicing new and renewal business.
Maintain relationships with clients and carrier representatives by being knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes.
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.
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.
Prepare marketing information or provide required information to a marketing person.
Schedule and conduct teammate meetings and complete the implementation process.
Prepare and deliver all applicable forms to clients.
Update policies that are written or renewed in the client management system(s).
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).
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 and legislative changes.