Sr. Benefits Account Manager

Marsh McLennan•Dallas, TX

About The Position

Marsh McLennan Agency is seeking a Sr. Benefits Account Manager. This role is primarily responsible for independently marketing and servicing accounts. The individual will exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. The Sr. Benefits Account Manager will be a leader and resource for colleagues and peers, providing exceptional client service and mentoring others. This role requires knowledge of coverages, carrier guidelines, underwriting, and legislative changes, as well as maintaining strong relationships with clients and carrier representatives. The position supports Producers and Marketing Account Executives in managing larger and/or more complex accounts.

Requirements

Bachelor’s degree or equivalent education and related training
Five years of relevant insurance industry experience
Appropriate insurance license(s)
Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
Ability to travel, occasionally overnight

Nice To Haves

Advanced degree
Certification in field of endeavor
Experience with Requests for Proposal

Responsibilities

Build and maintain key client and carrier relationships by phone, email and in person.
Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
Continually seek cross-sell opportunities and suggest new lines of coverage.
Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
Lead the marketing of accounts of smaller, less complex accounts.
Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
Manage the implementation process; prepare and deliver all applicable forms to client.
Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
Mentor team members.
Other duties and responsibilities as requested by management.