Employee Health & Benefits Senior 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 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 Employee Health & Benefits Senior 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 Senior Account Manager on the Employee Health & Benefits team, you’ll be primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provides exceptional client service and serves as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts.

Our future colleague.

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

• Build and maintain key client and carrier relationships by phone, email and in person.
• Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.
• Lead the client service team in service activities related to administration, billing, claims issues and problem solving.
• Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.
• Continually seek cross-sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or Producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Lead the marketing of accounts of smaller, less complex accounts.
• Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.
• Manage the implementation process; prepare and deliver all applicable forms to client.
• Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.
• Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Mentor team members.
• Other duties and responsibilities as requested by management.

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

• Education & Licensing: Bachelor's degree or equivalent education and related training; five years of relevant insurance industry experience; appropriate insurance license(s).
• Client Relations & Leadership: Strong client relationship skills with excellent communication, service orientation, and tactfulness; ability to utilize leadership skills to provide direction, feedback, and development while motivating teams to maximize productivity and morale.
• Technical Skills & Flexibility: Proficiency in basic computer applications such as Microsoft Office Suite; ability to travel occasionally overnight. Advanced degree, field certification, and experience with Requests for Proposal (RFP).

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 work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at Marsh Agency, check us out our website or flip through our 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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting reasonableaccommodations@marsh.com

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