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Marsh McLennan Agency · 4 hours ago

Sr. Benefits Account Manager

Fayetteville, AR

Full-time

Onsite

Mid, Senior Level

2+ years exp

Marsh McLennan Agency is seeking a Senior Benefits Account Manager who will play a crucial role in the client services team. The successful candidate will provide expert support for employee benefits insurance accounts, ensuring effective communication and service delivery for clients.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Utilize agency management systems to conduct data entry

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

Function as a lead for other Account Managers in the absence of the Account Executive

Seen as a mentor and subject matter expert (a recognized “go-to” person), demonstrating superior skills and proficiencies with internal procedures and systems

Liaison for other Account Managers on coverages and processes

May take the lead on quality check/training of new colleagues

Strong cooperation and effective communication with clients, vendors and co-workers

Create and release 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 insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure 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

Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal

Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline

Conduct enrollment meetings as necessary

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

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

Create the aggregate report that is used in the analysis for 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 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

Participation in the EBIA Webinars for 12 hours of CE………..goal is attendance in all sessions

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

Demonstrated success in servicing multiple client renewals under mentorship of Trainer

Qualification

Group 1 LicenseEmployee benefits insuranceData entryExcelWordPowerPointBilingual SpanishCustomer serviceMulti-taskingEffective communicationProblem solving

Required

Have or obtain Group 1 License within 6 weeks of hire

Strong comprehension of contract requirements

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

Preferred

College Degree Preferred

2+ years as an Assistant AM/Account Manager at MMA preferred

Bilingual Spanish a major plus

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