Marsh McLennan Agency · 5 hours ago
EH&B Director of Account Management, Dallas
Marsh McLennan Agency is seeking an Employee Health & Benefits Director of Account Management. This role is responsible for the strategic leadership, development, and performance of the Account Management function, ensuring quality and scalability while developing talent through structured onboarding and coaching.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Develop and maintain the Account Manager job description and competency framework
Interview, evaluate, and make hiring decisions with Account Manager candidates
Lead and oversee onboarding for new Account Managers, ensuring a consistent and effective ramp-up experience
Partner with Regional Learning & Development to create and execute structured learning plans for new hires
Standardize Account Management work product, processes, and best practices across the practice
Ensure consistency in client deliverables, communication, and service execution
Continuously assess and refine AM processes to improve efficiency, quality, and scalability
Provide ongoing coaching and mentoring to Account Managers at all levels and tenure
Conduct regular performance evaluations and feedback sessions
Set accountability standards for participation in required and ongoing training
Hold the team accountable for demonstrating technical knowledge, client acumen, and professional growth
Perform ongoing skills and gap assessments to identify development opportunities
Evaluate and manage Account Manager capacity and workloads
Partner with leadership to ensure appropriate staffing levels aligned to client needs and growth
Identify risks related to workload imbalance or performance and proactively address them
Work in tandem with the Regional VP of EH&B Client Experience and Executive Team Leads to assess growth opportunities and define clear promotion pathways for Account Managers
Maintain strong, consistent communication with the Regional VP of EH&B Client Experience and ETLs regarding team performance, development progress, and needs from the field
Meet regularly with ETLs and local leaders to understand evolving business and client requirements
Collaborate closely with Regional Training (Learning & Development) on ongoing curriculum and skill development
Lead monthly Account Manager meetings focused on training, best practices, performance insights, and engagement
Qualification
Required
8+ years of experience in account management, client services, or related leadership roles
Proven experience leading, coaching, and developing high-performing teams
Strong understanding of account management operations, workflows, and client service delivery
Demonstrated ability to standardize processes and drive adoption across teams
Leadership and people development
Strong communication and executive presence
Coaching, mentoring, and performance management
Strategic thinking and problem solving
Collaboration and cross-functional partnership
Ability to influence without direct authority
Preferred
Bachelor's degree preferred; equivalent experience considered
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Employee network groups
Volunteer opportunities
Other programs
Company
Marsh McLennan Agency
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 StageRecent News
2026-01-23
2025-12-09
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