Employee Health & Benefits Account Manager

Marsh McLennan

. Manage annual planning timelines and ensure client deliverables, including Benefit Guides, are prepared on time .

Posted 10/2/2026full-timeMaitland • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management within the insurance industry, ensuring timely client deliverables and compliance with regulatory requirements. Proficient in utilizing agency management systems and advocating for clients to enhance their experience and retention.

Highest-signal resume keywords

Florida 2-15 Insurance LicenseAccount Management ExperienceEmployee Navigator ProficiencyMicrosoft Office Suite ProficiencyBilingual (English/Spanish)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementClient Deliverables PreparationCompliance CounselingProject ManagementAudit WorkProblem SolvingDetail OrientationTime Management

Soft Skills

Client RelationsCommunication SkillsPresentation SkillsService OrientationCooperative Nature

Tools & Technologies

Employee NavigatorEPICBenefitPointImageRightAgency Management System

Certifications & Qualifications

Florida 2-15 Insurance License

Industry Keywords

Insurance AgencyLegislative ChangesCOBRAACA ReportingForm 5500Medicare Part D

About the role

Key responsibilities & impact

Manage annual planning timelines and ensure client deliverables, including Benefit Guides, are prepared on time
Lead, document, and complete renewal implementation calls and paperwork with clients
Hold carriers accountable for accuracy, timelines, and service expectations
Produce accurate and timely materials and audit work to minimize errors
Maintain client information in the agency management system
Use resources and carrier partners to advocate for clients, solve problems, support client experience, and contribute to retention
Maintain knowledge of applicable coverages, carrier guidelines, underwriting, and legislative changes
Assist clients and teammates with administration, billing, claims, and problem-solving questions
Project manage Employee Navigator or Plan Source plan builds for implementation and/or open enrollment
Ensure accuracy of plan rules, rates, updates, electronic file feeds, and integrations
Counsel clients on compliance deadlines for Form 5500, COBRA rate updates, ACA reporting, Annual Wrap Documents, Annual Notices, Medicare Part D credibility notices, and CMS Disclosure Emails
Keep abreast of new products and legislative changes
Perform other duties as requested by management

Requirements

What you’ll need

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
Bachelor’s degree or higher (plus, not required)
Bilingual (English/Spanish) (plus, not required)
Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight (plus, not required)
Ability to travel, occasionally overnight (plus, not required)