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Account Manager - Marsh & McLennan Agency - Chesterfield-Maryville, MO at Marsh & McLennan Companies in Chesterfield, Missouri

Posted in Other 30+ days ago.

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Job Description:

Why choose Marsh & McLennan Agency (MMA)?

Make a career. Make a difference. When you work at MMA, you'll experience real opportunities to help people and businesses become more safe, secure, and successful. With MMA, you can create a career that matters.

Interested? Marsh & McLennan Agency (MMA) located in Chesterfield, MO may be the place for you. As an MMA colleague, you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Discover how much is possible as you grow or advance your career.

POSITION SUMMARY: An Account Manager actively manages an assigned book of business working in conjunction with the Employee Benefits Consultant and assigned service team to ensure each client's employee benefit plan needs and agreed upon service expectations are met.

  • Develop effective relationships with assigned clients with a focus on the day-to-day employee benefits and/or human resources department. This may include in-person visits, entertainment opportunities, telephone and electronic communications.
  • Develop a strong understanding of health & welfare benefit products, services, technical tools, and vendor/carrier markets. This includes J.W. Terrill tools and services as well as developing relationships with vendors/carriers in order to understand and compare available products and services.
  • Work with client and Consultant to develop annual Written Service Timeline based on agreed upon goals, objectives, and services to be provided.
  • Actively manage Written Service Timeline activities and deliverables including coordination of third party vendors and internal J.W. Terrill team members.
  • Act as primary contact for all day-to-day service issues and other inquiries for all assigned clients; act as liaison between client and vendors/carriers to resolve issues and identify process improvement opportunities.
  • Track, manage, and document open issues keeping the client and Consultant informed on status and ultimate resolution.
  • Coordinate, participate in, and/or lead client meetings and presentations including annual Stewardship Report for all Client Partner accounts. Ensure accurate notes are taken and maintained for follow-up and maintenance of comprehensive client history documentation.
  • Effectively prioritize and manage needs of multiple clients within assigned book of business on a daily basis.


  • Assist Consultant and/or Account Executive with development of renewal and marketing strategy.
  • Coordinate marketing projects by gathering required employee and plan documentation such as census data, experience data, current and proposed plan design information.
  • Analyze and compare carrier quotes; support negotiation of rates by the Consultant and/or Account Executive; coordinate preparation and delivery of renewal / marketing presentation.
  • Manage renewal timeline to ensure timely execution of client decisions.
  • Coordinate with client and carriers to ensure timely and efficient renewal and/or implementation of employee coverage.
  • Coordinate development of employee communication strategy and preparation of communication materials.
  • Coordinate and lead employee meetings as needed; preparing accurate information for employee meetings and providing timely delivery of such information; presenting benefits information to clients' employees in a professional manner - including all lines of coverage and services provided; Coordinating with client in scheduling employee meetings to ensure participation from insurance carriers or other vendors as needed.
  • Review client contracts and policies for accuracy.

  • Support Consultants as needed with new business presentations.
  • Support Consultants with identification of additional business opportunities within current book of business.


  • Obtain and maintain current benefit plan documentation for all client lines of coverage.
  • Prepare and submit internal client documentation adhering to current Process and Procedure requirements.
  • Maintain professional ethics according to insurance industry standards, J.W. Terrill standards and licensing laws in the state of Missouri.
  • Performance of duties may require travel to client locations.
  • Assist with special projects as assigned.
  • Attend unit, department, and company meetings and training sessions.


  • Bachelor's degree or equivalent work experience required
  • 3-5 years' experience in the welfare benefits plan industry working for an employer, insurer/administrator, consultant, or broker

SKILLS AND ABILITIES: which may be representative but not all inclusive of those commonly associated with this position:
  • Effective public speaking skills and excellent verbal and written communication skills are required.
  • Strong interpersonal and organizational skills
  • Physical ability to conduct local travel
  • Proficiency with Microsoft Office Suite of tools.

  • Missouri Broker's License

  • Three (3) to six (6) months.

PHYSICAL/VISUAL ACTIVITIES AND DEMANDS: Physical/visual activities or demands that are commonly associated with the performance of the functions of this job.
  • While performing the duties of this position the employee is regularly required to sit, talk, and hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms, stoop, and kneel. The employee is occasionally required to lift up to 10 pounds. The vision requirements include close vision and ability to adjust and focus, distance vision (clear vision at 20 feet or more), ability to identify and distinguish colors, peripheral vision, ability to judge distances and spatial relationships.

WORK ENVIRONMENT: Environmental and atmospheric conditions commonly associated with the performance the functions of this job.
  • Primarily normal office conditions; occasional exposure to weather conditions, dirt, dust, noise, and physical hazards when visiting client locations.

Marsh & McLennan Agency (MMA) provides colleagues the freedom to make a career and difference. We encourage you to explore your curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. More than just insurance brokers, we believe that a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep employees engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, and other programs.

You can apply your talent in bold ways that make a difference - at MMA. For more information about our company, please visit us at: