Senior Account Manager, Employee Health & Benefits

Marsh McLennan•Charlotte, NC
•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Senior Account Manager for its Employee Health & Benefits team. MMA provides business insurance, employee health and benefits, retirement, and private client insurance solutions, combining local consulting service with the resources of Marsh, a global professional services firm. The Senior Account Manager manages a varied workload across client service, compliance, and strategic planning, serving as a primary client contact. The role involves maintaining client relationships, coordinating enrollment and renewal processes, supporting compliance activities, and working with Account Executives, producers, carriers, vendors, and marketing colleagues. The position balances day-to-day service with strategic planning and ongoing learning to provide accurate, compliant, and responsive client support.

Requirements

  • Bachelor's degree or equivalent education and related training.
  • At least 5 years of relevant insurance industry experience.
  • Strong client relations skills, including excellent communication and service orientation, a cooperative nature, and tactfulness in resolving 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 one within 90 days of employment.
  • Advanced degree.
  • Certification or designation.
  • Experience with Requests for Proposal.

Responsibilities

  • Address new client inquiries promptly, provide status updates, and escalate issues to the Account Executive when needed.
  • Maintain strong client relationships through scheduled 30-day check-in calls and ongoing communication.
  • Work with carrier representatives to clarify coverage, resolve issues, and stay informed about carrier guidelines and legislative changes.
  • Coordinate Form 5500 filings and advise clients on PCORI fees, Medicare Part D, Section 125, ACA, and COBRA requirements.
  • Meet regularly with producers and Account Executives to ensure renewal requirements are met.
  • Oversee enrollment and renewal processes, confirming benefits, rates, and employee contributions.
  • Coordinate with benefits administration or enrollment vendors and arrange carrier training for client HR teams.
  • Prepare benefit guides and presentations for open enrollment.
  • Gather claims data and employee feedback to support renewals, and request updated carrier proposals when assigned.
  • Participate in quarterly client calls and prospect meetings.
  • Identify opportunities to enhance coverage options and collaborate with the Account Executive and marketing team on competitive renewal strategies.

Benefits

  • Generous time off, including personal and volunteering time.
  • Tuition reimbursement and professional development opportunities.
  • Hybrid work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Robust benefits programs and resources supporting colleague well-being.
  • Professional and personal development opportunities.
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