The account manager should be viewed as the client support to help implement and service all aspects of a client’s benefit program.

The account manager is responsible for maintaining relationships with clients on assigned accounts and is the client’s primary contact. The AM handles day-to-day service questions and issues, seeking support as needed from the Account Executive.

Account managers are knowledgeable in coverages, carrier guidelines, and legislative changes.

Account managers are responsible for maintaining good working relationships with carrier representatives. On some accounts, the account manager may lead a client’s renewal which may include marketing to gain experience for growth.

Responsibilities may vary by AM market segment.

Check in with clients every 30 days via phone call – to build/strengthen relationship.

Service requests:

Acknowledge receipt ASAP – by close of business day is our goal

Keep client informed of status and anticipated date of closure – rule of thumb is to update every 2 days unless it has been communicated resolution will take longer

Escalate service matters to AE when needed

Compliance:

Compliance review with client; educate on their requirements

5500’s – know who is filing/ assist client w/ requesting schedule A’s / confirm vendor filing / get copy of final 5500 for our records / save to IR

Partnership report

PCORI fees, Medicare Part D, Section 125, ACA, COBRA, etc.

Schedule weekly meetings with producers / AE’s

Ensure renewal checklist is complete

Complete annual Open Enrollment tasks, including confirmation of sold benefits, rates, and employee contributions, liaising with any benefits administration or enrollment vendor, arranging carrier representatives, and making sure materials are printed and delivered and videos or PowerPoint presentations are ready and proofed.

Open enrollment meetings:

Coordinate & plan times with client & Producer (unless AE is assigned)

Conduct or help with open enrollment meetings

Ensure accuracy of benefit guide and enrollment materials

Get final revisions & approval from client on open enrollment materials

Make sure client’s HR staff get carrier training on portals, billing, etc.

Handle agency-billed invoices, if client is on a fee agreement

Monitor revenue in MiDash. McGriff’s revenue dashboard; enter explanations of variances.

Look for opportunities to add needed lines of coverage and discuss with AE.

Participate in prospect meetings when appropriate and be able to discuss McGriff’s service model, including the Client Experience Roadmap.

Continue to learn and advance your knowledge of the industry, carriers, lines of coverage, and compliance.

Participate in quarterly calls with clients facilitated by the Account Executive and/or producer

Gather information to go to market at renewal and send to marketing team.

Request renewals from carriers on accounts, if assigned by AE or if there is no AE assigned.

Update claims reports each quarter unless requested monthly (unless AE is assigned)

Our future colleague.

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

Bachelor's degree or equivalent education and related training

Two years of relevant insurance industry experience

Appropriate insurance license

Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems

Demonstrated proficiency in basic computer applications such as Microsoft Office Suite

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

Advanced degree

Certification or designation

Experience with Requests for Proposal

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 celebrates 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 Work

Charitable contribution match programs

Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/

For information on careers visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.linkedin.com/company/mcgriff

https://www.linkedin.com/company/marsh-mclennan-agency

https://www.instagram.com/lifeatmma/

https://www.facebook.com/LifeatMMA

https://twitter.com/marsh_mma

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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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