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Marsh McLennan Agency · 1 day ago

Benefits Account Manager

Houston, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Marsh McLennan Agency is a leading provider of insurance and risk management services, and they are seeking a Benefits Account Manager. The role involves managing client data, providing customer service, handling marketing tasks, ensuring compliance, and expanding technical expertise in benefits administration.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Hiring Manager

Ashley Kubacki

Responsibilities

Enter client data into Benefit Point adequate to complete following:

RFP’s

Prospect/opportunity Report

Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation

Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline

Research and answer questions regarding benefit plans, claims and billings for client, update Benefit Point activities and adhere to the Benefits Timeline

Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager

Maintain on-line client binder as per department guidelines

Coordinate workflows as per activities created as per Benefit Timeline

Begin to act as a lead for other Account Manager’s in the absence of the Account Executive

Create and release Request for Proposal (RFP) to Carriers by due date as per Benefit Timeline

Create and maintain marketing binder as per Department Guidelines and Benefit Timeline

Follow up with carriers to ensure they have everything needed to quote, submit any missing information, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines

Prepare and review spreadsheets for accuracy as per Department Guidelines and Benefit Timeline

Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal

Prepare communication booklets as per Department Guidelines and Benefit Timeline

Conduct enrollment meetings as necessary

Gather Data necessary for ICAF/Milliman/DMW and submit to carriers

Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline

Create the aggregate report that uses in their analysis to the client upon request of Account Executive

Initiate stewardship report from workflows and activities in Benefit Point

Submit Medicare Part D disclosure letters to client as per Benefit Timeline

Compile Data from Carriers and submit Schedule A’s to client as per Department Guidelines and Benefit Timeline

Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate

Expand Technical skill set by participating in technical skill development

Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account)

Initiate participation in the GBA certification

Participate in the EBIA Webinars for 12 hours of CE

Provide support to Sr. Account Consultant or Account Executive as directed

Demonstrated success in servicing multiple client renewals under mentorship of AE or Trainer

Qualification

Benefit PointRFP creationClient communicationExcelBilingual SpanishCustomer serviceMulti-taskingTechnical expertiseProblem solving

Required

Education: College Degree Preferred

24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry experience preferred

Bilingual Spanish a major plus

Ability to multi-task, prioritize work, possess basic word processing and spreadsheet computer skills

Ability to demonstrate cooperation and effective communication with clients, vendors and internally with co-workers

Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulness

Operational knowledge of various windows based application programs such as Excel, Word, Power Point and current Internet technologies

Willing to work overtime due to cyclical nature of business.(primarily August thru December)

Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees