Employee Benefits Account Manager

About the role

Marsh McLennan Agency (MMA) combines the personalized service model of a local consultant with the global resources of Marsh, the world’s leading professional services firm in insurance and risk management. As an Account Manager at Horton, a Marsh business, you’ll deliver purposeful work and meaningful impact within an award-winning, inclusive, and top workplace culture.

Responsibilities

• Execution of Client Service
  • Collaborate with Producers, Account Executives, service teams, and internal departments to plan, execute, and track customized service strategies for each client, creating measurable value and efficiencies.
  • Manage the creation of proposals, including program summaries, service plans, and specific deliverables to support client decision-making.
  • Build personalized client relationships through demonstrated ownership of service plans and multiple communication channels (phone, email, in-person meetings).
  • Analyze risk, coverage, and program structure; recommend and execute coverage and program changes.
  • Oversee accuracy and display of information in client portals; consult with clients on portal access for their staff.
  • Leverage insurance knowledge to explain coverage terms, program options, and other details to clients.
  • Ensure cohesiveness and timeliness of service execution with internal departments; create reports on service plan execution.
  • Adopt an enterprise-wide approach to client service by collaborating with other service teams for a cohesive experience.
  • Manage time effectively to prioritize workload, client service requests, and service parameters.
• Market Strategy and Negotiation
  • Manage and oversee new business and renewal processes following workflow procedures and best practices.
  • Create underwriting submissions by engaging with clients on exposures, coverages, and program needs; assemble submission packages following best practices.
  • Communicate with underwriters and negotiate premiums, coverage, and other terms on behalf of clients.
  • Evaluate coverage, terms, and conditions of quotes; compare options from multiple carriers and present coverage comparisons.
  • Stay current on forms, coverage, insurance carriers, industry trends, and legislation.
  • Maintain positive working relationships with insurance carriers; attend meetings and events to learn about their products and underwriting approaches.
• Data Process and Integrity
  • Follow client service workflows and engage internal resources (e.g., process support teams, procedure manuals, reporting tools) to ensure efficiency and accuracy.
  • Maintain complete and accurate client files, including policy information, activities, attachments, and correspondence in agency management systems.
  • Meet activity timelines, quality metrics, and goals to achieve desired levels of data completeness and process integrity.
• Peer Relationships
  • Participate in scheduled meetings with service teams to discuss accounts, renewals, service needs, and platforms.
  • Train, guide, and mentor Client Service Representatives and peers.
  • Communicate effectively with Client Service Representatives to enable positive client relationships and efficient workload management.
  • Develop effective working relationships with Producers, Account Executives, service team members, managers, carriers, and other departments.

Requirements

• Producers License for Fire/Casualty or Life/Health (required upon hire).
• Available to travel to local and long-distance client meetings; means of transportation for local travel.
• 2+ years of Account Manager experience within an insurance brokerage or comparable experience.

Qualifications

• BS/BA in Business, Insurance, or related field (preferred).
• Professional insurance designations such as CPCU, ARM, or CEBS (preferred).
• Experience working with agency management systems (preferred).
• Proficient skill level in Microsoft Office Suite (preferred).

Benefits

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid work arrangements.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits, including employee assistance programs.
• 401K savings and other retirement programs.
• Performance-based incentives.

Pay

The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be made on a case-by-case basis.