Account Manager at CLS Living supporting property operations and leasing success. Focusing on financial performance and resident satisfaction in a collaborative environment.
About the role
- Account Manager on Employee Benefits team at Marsh McLennan Agency managing client deliverables and strategic planning. Ensuring organizational compliance and providing excellent client experience across multiple tasks.
Responsibilities
- Manage annual planning timeline and ensure all client deliverables are prepared on a timely basis
- Manage strategic planning, renewal & marketing, compliance, open enrollment, implementation and employee communication efforts for all assigned clients
- Independently produce accurate and timely materials and consistently audit work product to minimize errors
- Navigate our resources and leverage our carrier partners to advocate for and solve problems for clients, providing a great client experience and helping our retention efforts
- Stay organized, prioritize and manage multiple tasks and proactively plan to meet deadlines and get in front of potential issues
- Develop/simplify benefit guides
Requirements
- High school diploma or equivalent
- Current and valid Florida 2-15 insurance license
- At least 5 years of account management experience within an insurance agency
- Proficiency with Microsoft Office Suite, including Excel, Outlook and Word
- Detail oriented with strong time management skills
- Bachelor’s degree or higher (additional qualification)
- Bilingual (English/Spanish) (additional qualification)
- Experience with EPIC (additional qualification)
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched, scalable resources
- Committed to core values
- Inclusive culture
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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