Employee Health & Benefits Senior Account Manager

Marsh•Alpharetta, GA
•Hybrid

About The Position

The Senior Account Manager on Marsh Agency’s Employee Health & Benefits team independently markets smaller and/or less complex accounts and makes independent decisions about coverage analysis, coverage recommendations, and suggesting additional lines of coverage for existing clients. The role is a leader and resource to colleagues, provides exceptional client service, and mentors team members. It requires knowledge of coverages, carrier guidelines, underwriting, and legislative changes, as well as strong relationships with clients and carrier representatives. The Senior Account Manager also supports Producers and Marketing Account Executives in managing larger and/or more complex accounts.

Requirements

  • Strong client relationship skills, excellent communication, service orientation, and tactfulness.
  • Ability to use leadership skills to provide direction, feedback, and development while motivating teams to maximize productivity and morale.
  • Proficiency in basic computer applications such as Microsoft Office Suite.

Nice To Haves

  • Bachelor's degree or equivalent education and related training.
  • Five years of relevant insurance industry experience.
  • Appropriate insurance license(s).
  • Advanced degree.
  • Field certification.
  • Experience with Requests for Proposal (RFP).
  • Ability to travel occasionally overnight.

Responsibilities

  • Build and maintain key client and carrier relationships by phone, email, and in person.
  • Execute a comprehensive client service plan for assigned accounts that addresses business needs and risk management goals.
  • Lead client service activities related to administration, billing, claims issues, and problem solving.
  • Coordinate internal and external activities to ensure new and renewal accounts are handled in a timely, accurate, and professional manner.
  • Seek cross-sell opportunities and suggest new lines of coverage.
  • Monitor and manage the renewal process for assigned clients, coordinating meetings with clients and/or Producers to present renewals and supporting documents and obtain acceptance or commitment to pursue alternatives.
  • Lead the marketing of smaller, less complex accounts.
  • Independently prepare marketing information for smaller and/or less complex accounts for Producers or clients, provide information to Producers, and participate in presenting options to clients.
  • Manage the implementation process and prepare and deliver applicable forms to clients.
  • Formulate plans with Producers for relationship-management meetings and/or visits with assigned clients.
  • Use client management systems to update written or renewed policies, log activities, document meetings and follow-up, manage service issues, and obtain information to assist clients.
  • Attend seminars, classes, and carrier meetings to learn about new products and legislative changes as opportunities occur.
  • Mentor team members.
  • Perform other duties and responsibilities as requested by management.

Benefits

  • Generous time off, including personal and volunteering time.
  • Tuition reimbursement and professional development opportunities.
  • Hybrid work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
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