Employee Health & Benefits Account Manager

NERA Economic Consulting; Clearwater (FL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work model

Stock purchase opportunities

Competitive compensation

Career development

Job summary

Marsh McLennan Agency (MMA) seeks an Employee Health & Benefits Account Manager for a hybrid role based in Maitland/Tampa/ Clearwater/Sarasota areas. You will service and retain middle to large market group benefit accounts, coordinate renewals, and support enrollments with Producers and Benefit Consultants.

Key duties include managing client communications, ensuring accuracy in plans and rates, handling plan builds, and advising on compliance deadlines.

Qualifications

• Florida 2-15 insurance license current and active.
• 2+ years of account management experience within an insurance agency.
• Proficiency with Microsoft Office Suite (Excel, Outlook, Word).
• Strong communication, presentation, and client-service orientation.
• Detail oriented with excellent time management and relationship skills.

Responsibilities

• Manage service and retention of middle to large market group benefit accounts.
• Handle day-to-day client correspondence and questions; assist with renewals and enrollments.
• Coordinate with Producers and Benefits Consultants for new/renewal submissions; manage implementations.
• Maintain client information in the agency management system; ensure organized workflows.
• Lead renewal calls, audit work products for accuracy, and monitor timelines with carriers.
• Navigate carrier guidelines and legislative changes to support client relations.
• Project manage plan builds and data feeds for successful implementations.
• Advise clients on compliance deadlines (Form 5500, COBRA, ACA reporting).
• Keep abreast of new products and regulatory changes affecting clients.

Skills

Insurance license (FL 2-15)

Account management

MS Office

Communication skills

Time management

Client relations

Presentation skills

Bilingual (English/Spanish)

Education

High school diploma or equivalent

Bachelor’s degree or higher (plus)

Tools

Employee Navigator

EPIC

BenefitPoint

ImageRight

Microsoft Office Suite

Job description

Employee Health & Benefits Account Manager

Location: Maitland - Keller, Clearwater - Starcrest

Remote Type: Hybrid

Time Type: Full time

Job Description

Employee Health & Benefits Account Manager

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drives our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Employee Health & Benefits Account Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

A day in the life.

This is a hybrid position, based out of our various listed regional office locations (Maitland, Tampa, Clearwater, Sarasota), that may require in person client facing meetings.

As our Account Manager on the Employee Health & Benefits team, you’ll be responsible for the service and retention of our middle to large market group benefit accounts. You will handle day to day correspondence and questions with the client. You will assist Producers and Benefit Consultants in gathering the necessary information for new and renewing groups to submit to the marketing team, handle implementations, intake forms and help with enrollments. You will need to keep your workflows organized and client’s electronic files in in our document management system up to date.

As our Account Manager on the Employee Benefits team, you will:

• Manage annual planning timeline and ensure all client deliverables, including Benefit Guides, are prepared on a timely basis.
• Lead, document and complete renewal implementation calls and paperwork with clients. Hold carriers accountable for accuracy, timelines, and service expectations.
• Independently produce accurate and timely materials and consistently audit work product to minimize errors.
• Responsible for maintaining client information on the agency management system.
• Navigate our resources and leverage our carrier partners to advocate for and solve problems for clients, providing a great client experience and support our retention efforts.
• Be knowledgeable of applicable coverages, carrier guidelines, underwriting and legislative changes, to maintain relationships with clients and carrier representatives.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Project manage Employee Navigator or Plan Source plan builds for implementation and/or open enrolment, ensuring accuracy of plan rules, rates and required updates are completed for successful transmission of electronic files feeds and integrations.
• Counsel clients on compliance deadlines related to Form 5500 filings, COBRA rate updates, ACA Reporting requirement for clients, preparation of and delivery of Annual Wrap Documents and Annual Notices, Medicare Part D credibility notice and CMS Disclosure Emails.
• Keep abreast of new products available for clients and current legislative changes.
• Other duties and responsibilities as requested by management.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 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.

These additional qualifications are a plus, but not required to apply:

• Bachelor’s degree or higher
• Bilingual (English/Spanish)
• Experience with Employee Navigator, EPIC, BenefitPoint, and/or ImageRight
• Ability to travel, occasionally overnight

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrated opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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