Employee Health & Benefits Account Manager

Marsh; Fort Lauderdale (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match

Stock purchase plan

Job summary

Marsh Agency is seeking an Account Manager to oversee Employee Health and Benefits for assigned clients. You will handle strategic planning, renewals, compliance, enrollment, and communications, coordinating with Producers and Account Executives.

Build strong client and carrier relationships, manage timelines, and ensure accurate materials and plan builds. The role requires organization, multitasking, and proactive problem-solving in a dynamic environment.

Qualifications

• High school diploma or equivalent.
• Active Florida 2-15 insurance license.
• 2+ years of account management experience in an insurance environment.
• Proficiency with MS Office (Excel, Outlook, Word).
• Detail oriented with strong time management and client relations skills.

Responsibilities

• Manage strategic planning, renewal, marketing, compliance, open enrollments, implementation, and employee communications for assigned clients.
• Collaborate with the Producer and/or Account Executive on new business and renewal processes and provide required information to the marketing team.
• Build and maintain client and carrier relationships by phone, email and in person.
• Stay organized, prioritize, manage multiple tasks, and meet deadlines to prevent issues.
• Lead renewal implementation calls and paperwork with clients and ensure timelines and service expectations are met.
• Audit and maintain accuracy of materials in the agency management system and leverage carrier partners for client solutions.
• Assist clients with service questions related to administration, billing and claims.
• Project manage Employee Navigator or Plan Source plan builds for implementation/open enrollment.
• Counsel clients on Form 5500 deadlines, COBRA, ACA reporting, annual notices and CMS disclosures.

Skills

Insurance license 2-15 (FL)

MS Office (Excel/Outlook/Word)

Attention to detail

Communication

Education

High school diploma

Bachelor's degree

Tools

Employee Navigator

EPIC

BenefitPoint

ImageRight

Job description

ACCOUNT MANAGER

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 drive 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 Account Manager at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

A day in the life.

As our Account Manager on the Employee Health and Benefits team, you'll manage strategic planning, renewal & marketing, compliance, open enrolment, implementation and employee communication efforts for all assigned clients. You will collaborate with the Producer and/or Account Executive to monitor and support the new business and renewal process as well as prepare marketing information or provide required information to a marketing team member. This role requires you to build and maintain client and carrier relationships by phone, email and in person. You will need to stay organized, prioritize, manage multiple tasks, and proactively plan to meet deadlines and get in front of potential issues. 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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful 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

We embrace a culture that celebrates and promotes the