Employee Health & Benefits Account Manager

ACCOUNT MANAGER

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Account Manager at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As our Account Manager on the Employee Health and Benefits team, you’ll be responsible for the service and retention of our middle to large market group benefit accounts. You will handle day to day correspondence and questions with the client. You will assist Producers and Benefit Consultants in gathering the necessary information for new and renewing groups to submit to the marketing team, handle implementations, intake forms and help with enrollments. You will need to keep your workflows organized and client’s electronic files in in our document management system up to date. Manage annual planning timeline and ensure all client deliverables, including Benefit Guides, are prepared on a timely basis. Lead, document and complete renewal implementation calls and paperwork with clients. Hold carriers accountable for accuracy, timelines, and service expectations. Independently produce accurate and timely materials and consistently audit work product to minimize errors. Responsible for maintaining client information on the agency management system. Navigate our resources and leverage our carrier partners to advocate for and solve problems for clients, providing a great client experience and support our retention efforts. Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives. Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request. Project manage Employee Navigator or Plan Source plan builds for implementation and/or open enrolment, ensuring accuracy of plan rules, rates and required updates are completed for successful transmission of electronic files feeds and integrations. Counsel clients on compliance deadlines related to Form 5500 filings, COBRA rate updates, ACA Reporting requirement for clients, preparation of and delivery of Annual Wrap Documents and Annual Notices, Medicare Part D credibility notice and CMS Disclosure Emails.Keep abreast of new products available for clients and current legislative changes. Other duties and responsibilities as requested by management.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

High school diploma or equivalent

Active and current Florida 2-15 insurance license.

2+ years of account management experience within an insurance agency and industry experience

Proficiency with Microsoft Office Suite, including Excel, Outlook and Word

Detail oriented with strong time management and client relations skills; including excellent communication and presentation skills with service orientation, cooperative nature, and tactfulness to resolve client and company problems.

These additional qualifications are a plus, but not required to apply:

Bachelor’s degree or higher

Bilingual (English/Spanish)

Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight

Ability to travel, occasionally overnight

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid and flexible work

Charitable contribution match programs

Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

· Instagram

· Facebook

· X

· LinkedIn

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com .

#MarshAgencyEHB

#LI-Hybrid