Health & Senior Account Manager

Position Overview

Employee Health & Benefits Senior Account Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals.

Applicants must be within driving distance to our Alpharetta, GA office and be able to commute to the office at least three days per week.

• 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 addresses their business needs and risk management goals.
• Lead the client service team in activities related to administration, billing, claims issues, and problem solving.
• Coordinate internal and external activities to ensure new and renewal accounts are handled timely, accurately, and professionally.
• Seek cross‑sell opportunities and suggest new lines of coverage.
• Monitor and manage the renewal process for assigned clients and coordinate meetings with clients or Producers to present renewals or alternative options.
• Lead the marketing of smaller, less complex accounts and prepare marketing information.
• Prepare and deliver all applicable forms to clients.
• Plan and conduct relationship management meetings and visits with assigned clients.
• Use the client management system to update policies, log activities, and track follow‑up.
• Attend seminars, classes, and carrier meetings to stay abreast of new products and legislative changes.
• Mentor team members.
• Perform other duties and responsibilities as requested by management.

• Bachelor’s degree or equivalent education and related training.
• Five years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relationship skills and excellent communication, service orientation, and tactfulness.
• Leadership skills to provide direction, constructive feedback, development and training.
• Proficiency in basic computer applications such as Microsoft Office Suite.
• Ability to travel occasionally, including overnight stays.

• Advanced degree.
• Certification in relevant field.
• Experience with Requests for Proposal.

• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Hybrid work arrangement.
• Charitable contribution match programs.
• Stock purchase opportunities.

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