Account Manager jobs in United States
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Marsh McLennan Agency · 5 hours ago

Account Manager

Marsh McLennan Agency is seeking an Account Manager to provide advice and assistance with technical and industry knowledge to meet client needs. The role involves acting as the primary point of contact for clients and carriers, guiding benefit analysts, and ensuring compliance with company standards while developing strong customer service skills.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas: RFP review and preparation
Analysis of utilization reports, carrier reports and claims data and trends
COBRA, HIPAA and coordination of 5500 data
Work closely with and instruct carrier representatives to ensure smooth implementation of new plans
Ensure required plan information and materials are sent to the client in a timely manner
Guide and mentor Benefit Analysts throughout the process of gathering Client census and benefit plan information used to prepare materials for new business presentations, renewals and open enrollment meetings
Explain client needs and concerns focusing on how various plan designs and recommendations address those issues
Review renewals, new business presentations, and open enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance
Ensure that client files and documentation are maintained according to policy and procedures, and consistent with Marsh & McLennan professional standards
Develop analytical, customer service and communication skills needed to perform as a consultant
Present to Consultant the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates
Under the guidance of the Consultant, participate in prospect and renewal meetings to learn client needs, challenges and concerns
Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the goal being to take on these responsibilities
Conduct employee open enrollment meetings to communicate benefit options
Respond to and resolve routine issues the client may encounter regarding receipt of benefit services and coverage questions
Keep Director apprised of potential E&O concerns and client dissatisfaction. Strategize with Director and Consultant to develop possible resolutions and proactive solutions to avoid continued or future problems

Qualification

HealthWelfare plan benefitsEmployee health insurance knowledgeClient service skillsMicrosoft Office proficiencyCommunication skillsBachelor's degreeLifeDisability License

Required

Must possess a strong understanding of health and welfare plan benefits and carriers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 5 years' experience providing group health and benefits sales or service while at a brokerage or carrier
Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format
Strong knowledge of employee health insurance carriers, their strengths and weaknesses, plan design features as well as the general factors which affect cost and plan design
Maintain a valid unrestricted Life and Disability License and meet the continuing education requirements
Maintain a valid driver's license and dependable transportation
Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas

Preferred

Bachelor's degree is strongly preferred

Company

Marsh McLennan Agency

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase