Senior Account Manager - Middle Market Employee Health & Benefits: Self-Funding Expert

Marsh McLennan • Schaumburg, IL

4d • Remote

About The Position

Marsh McLennan Agency Midwest is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services. The agency takes a client-centric approach, delivering personalized solutions and building long-lasting client relationships.

The Senior Account Manager ensures successful client service delivery by creating and implementing customized service plans. The role builds client relationships, understands client needs, negotiates coverage, and manages proposals and renewals. It also involves strategic planning and developing an understanding of the full scope of each client's business.

Requirements

• At least 5 years of insurance experience in applicable insurance products or lines, funding mechanisms, and employee benefit techniques.
• Experience negotiating contracts, leading renewal meetings, and presenting at open enrollment meetings.
• Self-starter with strong organization, problem-solving, and time-management skills to meet deadlines.
• Ability to create detailed analyses and presentations for prospect or client meetings.
• Ability to review the accuracy of others’ work on a project or task.
• Strong proficiency with Excel spreadsheets, Word documents, PowerPoint, and agency management systems.
• Strong financial acumen and ability to interpret complex self-funded policies.
• Ability to guide others on a fast-paced, high-energy team while maintaining a positive attitude.

Nice To Haves

• Life & Health license, or ability to obtain one upon hire.
• BS/BA in Business, Insurance, or a related field.
• GBA, CEBS, VBS, or another professional insurance designation related to Benefits.
• Experience working with Applied Epic, an agency management system.
• Availability to travel for client meetings as needed.

Responsibilities

• Create and implement customized service plans to ensure successful delivery of client services.
• Build strong client relationships and understand client needs.
• Negotiate coverage and contracts.
• Manage proposals and renewals.
• Lead renewal meetings and present at open enrollment meetings.
• Create detailed analyses and presentations for prospect or client meetings.
• Review the accuracy of others’ work on a project or task.
• Guide others on a fast-paced, high-energy team while maintaining a positive attitude.
• Engage in strategic planning for clients and understand the full scope of their businesses.

Benefits

• Medical, dental, and vision coverage.
• Employer-paid HSA contributions.
• 401(k) match.
• Flexible option to work from home or an office, based on discretion and schedule, for most positions.
• 20 days of paid time off to start.
• Tuition reimbursement.
• Designation and certification support and bonuses.
• Paid day off to volunteer and company-organized volunteer events.
• Up to $1,000 per year in matching charitable donations.
• Up to $750 per year in wellness rewards.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed