Employee Health & Benefits Account Manager

Marsh McLennan•Maitland, FL

8d•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). This is a hybrid position, based out of our various listed regional office locations (Maitland, Tampa, Clearwater, Sarasota), that may require in person client facing meetings. As our Account Manager on the Employee Health & Benefits team, you’ll be responsible for the service and retention of our middle to large market group benefit accounts. You will handle day to day correspondence and questions with the client. You will assist Producers and Benefit Consultants in gathering the necessary information for new and renewing groups to submit to the marketing team, handle implementations, intake forms and help with enrollments. You will need to keep your workflows organized and client’s electronic files in in our document management system up to date.

Requirements

High school diploma or equivalent
Active and current Florida 2-15 insurance license.
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; including excellent communication and presentation skills with service orientation, cooperative nature, and tactfulness to resolve client and company problems.

Nice To Haves

Bachelor’s degree or higher
Bilingual (English/Spanish)
Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight
Ability to travel, occasionally overnight

Responsibilities

Manage annual planning timeline and ensure all client deliverables, including Benefit Guides, are prepared on a timely basis.
Lead, document and complete renewal implementation calls and paperwork with clients. Hold carriers accountable for accuracy, timelines, and service expectations.
Independently produce accurate and timely materials and consistently audit work product to minimize errors.
Responsible for maintaining client information on the agency management system.
Navigate our resources and leverage our carrier partners to advocate for and solve problems for clients, providing a great client experience and support our retention efforts.
Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.
Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
Project manage Employee Navigator or Plan Source plan builds for implementation and/or open enrolment, ensuring accuracy of plan rules, rates and required updates are completed for successful transmission of electronic files feeds and integrations.
Counsel clients on compliance deadlines related to Form 5500 filings, COBRA rate updates, ACA Reporting requirement for clients, preparation of and delivery of Annual Wrap Documents and Annual Notices, Medicare Part D credibility notice and CMS Disclosure Emails.
Keep abreast of new products available for clients and current legislative changes.
Other duties and responsibilities as requested by management.