Employee Health & Benefits Senior Account Manager

Marsh McLennan•Miami, FL

8d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Senior Account Manager for their Employee Health & Benefits team. This is a hybrid position based out of the Fort Lauderdale/or Miami (Doral) office, requiring in-person client meetings. The role involves managing strategic planning, renewals, marketing, compliance, open enrollment, implementation, and employee communication for assigned clients. The Senior Account Manager will collaborate with Producers and/or Account Executives, build and maintain client and carrier relationships, and ensure client satisfaction and retention. This position requires strong organizational, prioritization, and proactive planning skills to meet deadlines and address potential issues.

Requirements

High school diploma or equivalent
Active and current Florida 2-15 insurance license.
8+ years of experience working in the health insurance industry; agency experience preferred.
Experience with self-funded accounts.
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)
HIA or CEBS designation
Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight
Ability to travel, occasionally overnight

Responsibilities

Manage strategic planning, renewal & marketing, compliance, open enrolment, implementation and employee communication efforts for all assigned clients.
Collaborate with the Producer and/or Account Executive to monitor and support the new business and renewal process.
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.
Stay organized, prioritize, manage multiple tasks, and proactively plan to meet deadlines and get in front of potential issues.
Provide analysis and assist in the recommendation of coverage needs to present to client.
Mentor, guide and serve as a resource for team members on highly complex accounts.
Support the Account Executive with pulling financial and claims reporting and analysis (e.g., monthly claims, high-cost claimant analysis) and communicate results and implications to clients.
Develop and deliver contribution modelling and budget scenarios to support client decision-making.
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.
Maintain client information on the agency management system.
Navigate resources and leverage carrier partners to advocate for and solve problems for clients, providing a great client experience and supporting 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.
Perform other duties and responsibilities as requested by management.