Senior Account Manager, Employee Health & Benefits

Marsh McLennan • Charlotte, NC

5d • Hybrid

About The Position

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Account Manager, Employee Health & Benefits at MMA. 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). A day in the life. A Senior Account Manager, Employee Health & Benefits , manages a dynamic and varied workload that involves balancing client service, compliance, and strategic planning. Their responsibilities include promptly addressing new client inquiries, providing regular status updates, and escalating issues to the Account Executive when necessary. Maintaining strong client relationships is a key focus, achieved through scheduled 30-day check-in calls and ongoing communication with carrier representatives to clarify coverage details, resolve issues, and stay informed about carrier guidelines and legislative changes. Compliance activities are integrated into daily tasks, such as coordinating Form 5500 filings and advising clients on PCORI fees, Medicare Part D, Section 125, ACA, and COBRA requirements. These efforts are supported by regular meetings with producers and Account Executives to ensure all renewal requirements are met. The Senior Account Manager also oversees enrollment and renewal processes, confirming benefits, rates, and employee contributions, coordinating with benefits administration or enrollment vendors, arranging carrier training for client HR teams, and preparing benefit guides and presentations for open enrollment. They gather claims data and employee feedback to support renewals, request updated proposals from carriers when assigned, and participate in quarterly client calls and prospect meetings. Throughout their work, they identify opportunities to enhance coverage options and collaborate with the Account Executive and marketing team to develop competitive renewal strategies. This role requires a continuous balance of day-to-day service, strategic thinking, and ongoing learning to deliver accurate, compliant, and responsive support as the primary client contact.

Requirements

• Bachelor's degree or equivalent education and related training
• 5+ years of relevant insurance industry experience
• Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

Nice To Haves

• Life & Health License or ability to obtain within 90 days of employment
• Advanced degree
• Certification or designation
• Experience with Requests for Proposal

Responsibilities

• promptly addressing new client inquiries
• providing regular status updates
• escalating issues to the Account Executive when necessary
• Maintaining strong client relationships
• ongoing communication with carrier representatives to clarify coverage details, resolve issues, and stay informed about carrier guidelines and legislative changes
• coordinating Form 5500 filings
• advising clients on PCORI fees, Medicare Part D, Section 125, ACA, and COBRA requirements
• overseeing enrollment and renewal processes
• confirming benefits, rates, and employee contributions
• coordinating with benefits administration or enrollment vendors
• arranging carrier training for client HR teams
• preparing benefit guides and presentations for open enrollment
• gathering claims data and employee feedback to support renewals
• requesting updated proposals from carriers when assigned
• participating in quarterly client calls and prospect meetings
• identifying opportunities to enhance coverage options
• collaborating with the Account Executive and marketing team to develop competitive renewal strategies

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees