Marsh McLennan

Sr. Benefits Account Manager

Marsh McLennan • $70K — $95K *
San Antonio, TX 78228Hybrid
Finance & Insurance
5 - 7 years of experience
3 days ago
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Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent education and related training
  • Five years of relevant insurance industry experience
  • Appropriate insurance license(s)
  • Strong client relation skills with excellent communication and service orientation
  • Ability to utilize leadership skills to motivate and train team members
  • Proficiency in Microsoft Office Suite
  • Ability to travel occasionally, overnight

Responsibilities

  • Build and maintain key client and carrier relationships via various communication methods.
  • Execute a tailored client service plan addressing business needs and risk management.
  • Lead the client service team in administration, billing, claims issue resolution, and problem solving.
  • Coordinate activities to ensure timely handling of new and renewal accounts.
  • Identify cross-sell opportunities and manage the renewal process for clients.
  • Present renewal options and documents to clients in collaboration with Producers.
  • Oversee marketing efforts for less complex accounts.

Benefits

  • Health and welfare programs
  • Tuition assistance
  • 401K plan
  • Employee assistance program
  • Career mobility opportunities
  • Join employee network groups
  • Volunteer opportunities
Full Job Description
Senior Benefits Account Manager

Job Summary

Primarily responsible for independently marketing smaller and/or less complex accountsExercise 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.

Essential Duties and Responsibilities
  • 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.


Qualifications
  • Bachelor's degree or equivalent education and related training
  • Five years of relevant insurance industry experience
  • Appropriate insurance license(s)
  • Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
  • Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
  • Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
  • Ability to travel, occasionally overnight


Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs.

About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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