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Employee Health & Benefits Account Manager
Marsh McLennan. Manage strategic planning, renewal and marketing, compliance, open enrolment, implementation, and employee communication efforts for assigned clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management within the insurance industry, focusing on client advocacy, compliance, and strategic planning. Proficient in managing client relationships and ensuring timely deliverables while navigating complex regulatory requirements.
Highest-signal resume keywords
Florida 2-15 Insurance LicenseAccount Management ExperienceClient Relations SkillsMicrosoft Office Suite ProficiencyCompliance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Strategic PlanningRenewal ImplementationBenefit Guide PreparationProject ManagementForm 5500 CounselingCOBRA ReportingACA ReportingAnnual Wrap DocumentsMedicare Part D KnowledgeCMS Disclosure Requirements
Soft Skills
Detail OrientedTime ManagementExcellent CommunicationPresentation SkillsService Orientation
Tools & Technologies
Employee NavigatorPlanSourceAgency Management System
Certifications & Qualifications
High School Diploma or EquivalentActive Florida 2-15 Insurance License
Industry Keywords
Insurance AgencyClient AdvocacyComplianceOpen EnrollmentCarrier Relationships
About the role
Key responsibilities & impact- Manage strategic planning, renewal and marketing, compliance, open enrolment, implementation, and employee communication efforts for assigned clients
- Collaborate with the Producer and/or Account Executive to monitor and support new business and renewal processes
- Prepare marketing information or provide required information to marketing team members
- Build and maintain client and carrier relationships by phone, email, and in person
- 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 product to minimize errors
- Maintain client information in the agency management system
- Advocate for clients and solve problems using agency resources and carrier partners
- Assist clients and teammates with administration, billing, claims issues, and problem solving
- Project manage Employee Navigator or PlanSource plan builds for implementation and open enrolment
- Counsel clients on Form 5500, COBRA, ACA reporting, Annual Wrap Documents, Annual Notices, Medicare Part D, and CMS Disclosure requirements
- Keep abreast of new products and legislative changes
- Perform other duties and responsibilities 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
- Excellent communication and presentation skills
- Service orientation, cooperative nature, and tactfulness to resolve client and company problems