Benefit Service Associate jobs in United States
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Marsh McLennan Agency · 21 hours ago

Benefit Service Associate

Marsh McLennan Agency is seeking a Benefit Service Associate to provide administrative and project support to client service teams. The role involves assisting with the insurance bidding and renewal process, preparing client presentation materials, and maintaining client records and systems.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities
Hiring Manager
Claudia Jenkins
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Responsibilities

Assist client service teams with the insurance bidding and renewal process
Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy
Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner
Using approved templates, prepare and coordinate creation of new / renewal binders and iPad presentations, open enrollment communications, and other client presentation materials
As skill and efficiency in performing the above duties develops, work with team members to learn how to analyze coverage and premium rate options to determine how best to meet client needs
Provide general administrative support to client service teams
Upload presentations to iPads and generally maintain iPads assigned to the Practice Group
Upload client data to mobile applications
Work with website vendors to maintain client websites
Create and maintain wallet ID cards as requested
Process Broker of Record letters internally and with carriers
Maintain client and carrier contacts in requested internal systems
Prepare client records to be filed following policy renewals and on an ongoing basis
Update and assist in maintaining agency management and filing systems upon renewal and during special project requests
Coordinate open enrollment and other client communication materials as requested
Research trends and update benchmarking templates as requested
Provide general day-to-day support to clients as skill and knowledge develops
Act as liaison for client to research and resolve coverage, claim, and administrative problems
Escalate claim issues within the department and with our carrier partners, using resources and knowledge of procedures
Recognize areas of concern and potential issues and work with client service team to develop solutions
Adhere to internal process and procedures and keep abreast of changing regulations
Follow processes and procedures as outlined in the Procedure Manual
Attend departmental and carrier meetings to gain an understanding of health plan types and coverage options, and learn about changes/trends occurring in the insurance marketplace
Develop good relationships with others on the client service team
Share information with team members to create a network of information within the Department
Attend monthly service team meetings and other meetings as requested
Provide back up to other service team members as requested

Qualification

Employee benefit knowledgeMicrosoft Office proficiencyAdministrative support experienceMath skillsVerbal skillsWriting skillsTeamworkProblem-solving

Required

Bachelor degree is preferred. However, a minimum 2 years' experience working in a professional office setting providing administrative support with a heavy emphasis on accuracy and detailed work can be considered in lieu of college
Familiarity with the key features of commonly offered plan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledge of employee benefit insurance terminology and coverage options preferred
Proficiency in using the internet and Microsoft Office applications to include Outlook, Word, Excel, and PowerPoint to create, format and update documents, presentations, and spreadsheets which contain tables, charts, graphs and advanced formulas
Above average math skills to calculate ratios, rates and percentages
Demonstrated ability to prioritize tasks, resolve problems, plan appropriately and make sound decisions within the scope of job responsibilities when there are changes in workload and when under the pressure of deadlines
Strong verbal and writing skills to communicate in a concise, logical and professional manner
Dependable with the self-initiative to follow through on assignments and work productively with others in a team environment

Preferred

Familiarity with the key features of commonly offered plan types (i.e., HMO, PPO, CDHP-HSA) and a basic knowledge of employee benefit insurance terminology and coverage options preferred

Benefits

Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs

Company

Marsh McLennan Agency

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase