Marsh McLennan · 1 day ago
Benefits Assistant Account Manager
Fort Worth - Seventh
Full-time
Hybrid
Entry Level
1+ years expMarsh McLennan Agency is a leading company in the insurance sector, and they are seeking a Benefits Assistant Account Manager. This role involves supporting Account Executives, managing client documentation, and ensuring compliance with benefit timelines and reporting requirements.
Financial ServicesProfessional ServicesService Industry
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
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
Maintain on-line client binder as per department guidelines
Manage workflows as per activities created as per Benefit Timeline
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 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 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 Executive 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
Qualification
Required
Have or obtain Group 1 License within 14 days of hire
12 to 18 months insurance industry experience or comparable customer service experience required
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)
Preferred
Education: College Degree 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
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP, General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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