Sr. Benefits Account Manager

Marsh McLennan•Fayetteville, NC

About The Position

The Sr. Benefits Account Manager independently markets smaller and/or less complex accounts and makes independent decisions regarding client coverage analysis, coverage recommendations, and potential new lines of coverage for existing clients. The role is 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 Account Manager leads client service activities, oversees account renewals and implementation, coordinates internal and external work, and identifies cross-selling opportunities. The role maintains client and carrier relationships, prepares marketing information and renewal materials, participates in presenting options, and uses client management systems to document and manage account activity. The position also keeps current on products and legislative changes by attending relevant seminars, classes, and carrier meetings.

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 skills, 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 that addresses business needs and risk management goals.
Lead the client service team in administration, billing, claims issues, and problem solving.
Coordinate internal and external activities to ensure new and renewal accounts are handled 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.
Coordinate meetings with clients and/or Producers to present renewals and supporting documents and obtain acceptance or a commitment to explore alternative options.
Lead marketing for smaller, less complex accounts.
Independently prepare marketing information for smaller and/or less complex accounts for Producers or clients.
Provide information to Producers and participate in presenting options to clients.
Manage implementation and prepare and deliver applicable forms to clients.
Formulate 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, establish follow-up dates, and manage follow-up activities.
Attend seminars, classes, and carrier meetings to learn about new products and legislative changes.
Mentor team members.
Perform other duties and responsibilities as requested by management.