Employee Health & Benefits Account Manager

Marsh McLennan•Miami, FL

5d•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 enrolment, implementation, and employee communications for assigned clients. You will work with Producers and/or Account Executives to monitor and support new-business and renewal processes, prepare marketing information, and coordinate with marketing team members. The role involves building and maintaining client and carrier relationships, organizing work and 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 records in the agency management system. You will use agency resources and carrier partners to resolve client issues and support retention. The role also includes helping clients and teammates with administration, billing, and claims questions; managing Employee Navigator or Plan Source plan builds for implementation and open enrolment; and advising clients on compliance deadlines and notices. You are expected to keep current on coverages, carrier guidelines, underwriting, products, and legislative changes. 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 and 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 enrolment, implementation, and employee communication efforts 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 anticipate 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, audit work product, and maintain client information in the agency management system.
Use agency resources and carrier partners to advocate for clients, solve problems, deliver a strong client experience, and support retention.
Assist clients and teammates with service questions involving administration, billing, claims, and problem solving.
Project manage Employee Navigator or Plan Source plan builds for implementation and/or open enrolment, ensuring plan rules, rates, updates, electronic file feeds, and integrations are accurate.
Counsel clients on compliance deadlines and requirements, including Form 5500 filings, COBRA rate updates, ACA reporting, Annual Wrap Documents and Annual Notices, Medicare Part D credibility notices, and CMS Disclosure Emails.
Keep abreast of new products and legislative changes.