Account Manager on Employee Benefits team at Marsh McLennan Agency managing client deliverables and strategic planning. Ensuring organizational compliance and providing excellent client experience across multiple tasks.
Responsibilities
Manage annual planning timeline and ensure all client deliverables are prepared on a timely basis
Manage strategic planning, renewal & marketing, compliance, open enrollment, implementation and employee communication efforts for all assigned clients
Independently produce accurate and timely materials and consistently audit work product to minimize errors
Navigate our resources and leverage our carrier partners to advocate for and solve problems for clients, providing a great client experience and helping our retention efforts
Stay organized, prioritize and manage multiple tasks and proactively plan to meet deadlines and get in front of potential issues
Develop/simplify benefit guides
Requirements
High school diploma or equivalent
Current and valid Florida 2-15 insurance license
At least 5 years of account management experience within an insurance agency
Proficiency with Microsoft Office Suite, including Excel, Outlook and Word
Detail oriented with strong time management skills
Bachelor’s degree or higher (additional qualification)
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