Sr. Benefits Account Manager

Marsh McLennan • Mansfield, OH

5d

About The Position

The Sr. Benefits Account Manager independently markets smaller and/or less complex accounts and makes independent decisions about client coverage analysis, coverage recommendations, and suggesting additional lines of coverage. The role serves as a leader and resource for colleagues, provides exceptional client service, and mentors others. It requires knowledge of coverages, carrier guidelines, underwriting, and legislative changes, as well as strong relationships with clients and carrier representatives. The position also supports Producers and Marketing Account Executives in managing larger and/or more complex accounts.

The role leads service activities for assigned accounts, coordinates timely and accurate new and renewal business processes, manages renewals and implementation, identifies cross-sell opportunities, and maintains account records in client management systems. The account manager also works with Producers on client relationship meetings, participates in marketing and renewal presentations, and stays current on products and legislative developments through relevant learning opportunities.

Requirements

• Bachelor’s degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relationship skills, including excellent communication and service orientation, a cooperative nature, and tactfulness in resolving client and company problems.
• Ability to use leadership skills to provide direction, constructive feedback, development, and training, and to motivate others to maximize productivity and team morale.
• 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 assigned accounts, addressing business needs and risk management goals.
• Lead client service activities related to administration, billing, claims issues, and problem-solving.
• Coordinate internal and external activities to handle new and renewal accounts in a timely, accurate, and professional manner.
• Seek cross-sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients, coordinating meetings to present renewals and supporting documents and obtain acceptance or a commitment to explore alternatives.
• Lead the marketing of smaller, less complex accounts.
• Prepare marketing information for smaller and/or less complex accounts, provide information to Producers, and participate in presenting options to clients.
• Manage implementation and prepare and deliver applicable forms to clients.
• Develop plans with Producers for relationship management meetings and visits with assigned clients.
• Use client management systems to update written or renewed policies, log activities, document meetings and follow-ups, manage follow-up dates, and find information to assist clients.
• Attend seminars, classes, and carrier meetings to learn about products and legislative changes.
• Mentor team members.
• Perform other duties and responsibilities as requested by management.

Benefits

• Competitive salaries and comprehensive benefits and programs, including health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, and volunteer opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior