Apply on Employer Site

Marsh McLennan Agency · 1 day ago

Benefits Account Manager

Fort Worth, TX

Full-time

Onsite

Entry Level

1+ years exp

Marsh McLennan Agency is seeking a Benefits Account Manager to support their client services team. The role involves managing client data, providing customer service, conducting enrollment meetings, and ensuring compliance with benefit timelines and regulations.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Hiring Manager

Catherine Roblin

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

Request for Proposal (RFP) – Create and release 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

Spreadsheets – Prepare and review for accuracy as per Department Guidelines and Benefit Timeline

Formal Proposal –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. 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

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

Insurance industry experienceBenefit PointRFP creationTechnical skill developmentBilingual SpanishCustomer serviceMulti-taskingBasic computer skillsCommunication skillsProblem solving

Required

Education: College Degree Preferred

12+ months insurance industry experience or comparable customer service 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)

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