Employee Benefits Account Manager
Employee Benefits Account Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
The account manager should be viewed as the client support to help implement and service all aspects of a clients benefit program.
The account manager is responsible for maintaining relationships with clients on assigned accounts and is the clients primary contact. The AM handles day-to-day service questions and issues seeking support as needed from the Account Executive.
Account managers are knowledgeable in coverages carrier guidelines and legislative changes.
Account managers are responsible for maintaining good working relationships with carrier representatives. On some accounts the account manager may lead a clients renewal which may include marketing to gain experience for growth.
Responsibilities may vary by AM market segment.
Check in with clients every 30 days via phone call to build/strengthen relationship.
Service requests:
Acknowledge receipt ASAP by close of business day is our goal
Keep client informed of status and anticipated date of closure rule of thumb is to update every 2 days unless it has been communicated resolution will take longer
Escalate service matters to AE when needed
Compliance:
Compliance review with client; educate on their requirements
5500s know who is filing/ assist client w/ requesting schedule As / confirm vendor filing / get copy of final 5500 for our records / save to IR
Partnership report
PCORI fees Medicare Part D Section 125 ACA COBRA etc.
Schedule weekly meetings with producers / AEs
Ensure renewal checklist is complete
Complete annual Open Enrollment tasks including confirmation of sold benefits rates and employee contributions liaising with any benefits administration or enrollment vendor arranging carrier representatives and making sure materials are printed and delivered and videos or PowerPoint presentations are ready and proofed.
Open enrollment meetings:
Coordinate & plan times with client & Producer (unless AE is assigned)
Conduct or help with open enrollment meetings
Ensure accuracy of benefit guide and enrollment materials
Get final revisions & approval from client on open enrollment materials
Make sure clients HR staff get carrier training on portals billing etc.
Handle agency-billed invoices if client is on a fee agreement
Monitor revenue in MiDash. McGriffs revenue dashboard; enter explanations of variances.
Look for opportunities to add needed lines of coverage and discuss with AE.
Participate in prospect meetings when appropriate and be able to discuss McGriffs service model including the Client Experience Roadmap.
Continue to learn and advance your knowledge of the industry carriers lines of coverage and compliance.
Participate in quarterly calls with clientsfacilitated by the Account Executive and/or producer
Gather information to go to market at renewal and send to marketing team.
Request renewals from carriers on accounts if assigned by AE or if there is no AE assigned.
Update claims reports each quarter unless requested monthly (unless AE is assigned)
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
Bachelors degree or equivalent education and related training
Two years of relevant insurance industry experience
Appropriate insurance license
Strong client relations skills; including excellent communication skills and service orientation cooperative nature and tactfulness to resolve client and company problems
Demonstrated proficiency in basic computer applications such as Microsoft Office Suite
These additional qualifications are a plus but not required to apply:
Advanced degree
Certification or designation
Experience with Requests for Proposal
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague well-being through robust benefit programs and resources encourages professional and personal development and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid Work
Charitable contribution match programs
Stock purchase opportunities
To learn more about McGriff a division of Marsh McLennan Agency check us out online: information on careers visit: flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
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 McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#MMAMCG#LI-Hybrid
Required Experience:
Manager
Employment Type
Full-Time
