Employee Benefits Senior Account Manager

Overview

Employee Benefits Senior Account Manager at McGriff. The account manager should be viewed as the client support to help implement and service all aspects of a client's benefit program. The AM is the client's primary contact for assigned accounts, handling day-to-day service questions and issues and seeking support as needed from the Account Executive. The AM is knowledgeable in coverages, carrier guidelines, and legislative changes, and maintains relationships with carrier representatives. On some accounts, the AM may lead a client's renewal which may include marketing to gain experience for growth. Responsibilities may vary by AM market segment.

Responsibilities

• Check in with clients every 30 days via phone call to build / strengthen relationships.
• Service requests : acknowledge receipt ASAP (goal by close of business); keep client informed of status and anticipated closure date; escalate service matters to AE when needed.
• Compliance : conduct compliance reviews with clients; educate on requirements; handle 5500s (who is filing, request Schedule A's, confirm vendor filing, obtain final 5500 copy for our records, save to IR); prepare Partnership reports; manage 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; liaise with benefits administration or enrollment vendor; arrange carrier representatives; ensure materials are printed, delivered, and videos or PowerPoint presentations are proofed.
• Open enrollment meetings : coordinate times with client and Producer (unless AE is assigned); conduct or assist with meetings; ensure accuracy of benefit guides and enrollment materials; obtain final revisions and client approvals.
• Ensure client HR staff receive carrier training on portals, billing, etc.; handle agency-billed invoices if the client is on a fee agreement.
• Monitor revenue in MiDash and the McGriff revenue dashboard; provide explanations of variances.
• Identify opportunities to add lines of coverage and discuss with AE; participate in prospect meetings when appropriate; discuss McGriff's service model and the Client Experience Roadmap.
• Continue to learn and advance knowledge of the industry, carriers, lines of coverage, and compliance; participate in quarterly client calls facilitated by the Account Executive and / or producer.
• Gather information for renewal market and send to marketing; request renewals from carriers on accounts as assigned by AE or if no AE is assigned; update claims reports quarterly unless requested monthly.

Qualifications

Preferred qualifications

Benefits

Our future colleague. We'd love to meet you if your professional track record includes these skills. 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 projects and causes that fulfil colleagues outside of work.

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

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

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Sales and Business Development

Industries

Insurance

Note : This description focuses on the Employee Benefits Senior Account Manager role at McGriff and consolidates responsibilities, qualifications, and benefits from the original content while removing extraneous duplication and non-essential lines.

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