Employee Health & Benefits Account Manager

Marsh McLennan•Maitland, FL

7d•Hybrid

About The Position

The Account Manager on the Employee Health and Benefits team is responsible for servicing and retaining middle- to large-market group benefit accounts. The role handles day-to-day client correspondence and questions, supports Producers and Benefit Consultants in gathering information for new and renewing groups, and assists with marketing submissions, implementations, intake forms, and enrollments. The Account Manager maintains organized workflows and current client electronic files and agency management system records. The role manages annual planning timelines, prepares client deliverables such as Benefit Guides, and leads and documents renewal implementation calls and paperwork. It also holds carriers accountable for accuracy, timelines, and service expectations; produces and audits materials; and advocates for clients by using internal resources and carrier partners. The position supports clients and teammates with questions involving administration, billing, claims, and problem solving. It project-manages Employee Navigator or PlanSource plan builds for implementations and open enrollment, ensuring plan rules, rates, updates, electronic file feeds, and integrations are accurate. The Account Manager counsels clients on compliance deadlines and requirements, including Form 5500 filings, COBRA rate updates, ACA reporting, Annual Wrap Documents and Annual Notices, Medicare Part D creditable coverage notices, and CMS disclosure emails. The role also keeps current on products, coverage, carrier guidelines, underwriting, and legislative changes, and performs other duties as requested by management. The employer describes a hybrid and flexible work environment and offers benefits including time off, tuition reimbursement, professional development, charitable contribution matching, and stock purchase opportunities.

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

Service and retain middle- to large-market group benefit accounts.
Handle day-to-day client correspondence and questions.
Assist Producers and Benefit Consultants with gathering information for new and renewing groups, marketing submissions, implementations, intake forms, and enrollments.
Keep workflows organized and client electronic files in the document management system up to date.
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 product to minimize errors.
Maintain client information in the agency management system.
Use internal resources and carrier partners to advocate for clients, solve problems, support client experience, and contribute to retention.
Maintain knowledge of applicable coverages, carrier guidelines, underwriting, and legislative changes, and maintain relationships with clients and carrier representatives.
Assist clients and teammates with service questions involving administration, billing, claims issues, and problem solving.
Project-manage Employee Navigator or PlanSource plan builds for implementation and/or open enrollment, ensuring accurate plan rules, rates, updates, 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 Annual Notices, Medicare Part D creditable coverage notices, and CMS disclosure emails.
Keep abreast of new products available to clients and current legislative changes.
Perform other duties and responsibilities as requested by management.