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Marsh McLennan Agency · 2 days ago

Employee Benefits Senior Account Manager

Lexington, SC

Full-time

Hybrid

Mid, Senior Level

3+ years exp

Marsh McLennan Agency is seeking an Employee Benefits Senior Account Manager to provide client support in implementing and servicing benefit programs. The role involves maintaining relationships with clients, managing service requests, ensuring compliance, and coordinating open enrollment tasks.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

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

5500’s – know who is filing/ assist client w/ requesting schedule A’s / 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 / AE’s

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 client’s HR staff get carrier training on portals, billing, etc

Handle agency-billed invoices, if client is on a fee agreement

Monitor revenue in MiDash. McGriff’s 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 McGriff’s 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 clients facilitated 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)

Qualification

Insurance industry experienceInsurance licenseClient relations skillsMicrosoft Office SuiteService orientationCooperative natureTactfulnessCommunication skills

Required

Bachelor's degree or equivalent education and related training

3-5 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

Preferred

Advanced degree

Certification or designation

Experience with Requests for Proposal

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid Work

Charitable contribution match programs

Stock purchase opportunities

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees