Benefits Account Lead: Client Service & Compliance

Marsh Agency

Austin (TX)

On-site

USD 55,000 - 75,000

Full time

7 hours ago
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Benefits offered by this job

Health benefits
401K
Career mobility
Employee assistance

Job summary

Marsh Agency is seeking a Benefits Account Manager in Austin, TX to support client data processing, billing, and plan administration. You will assist the Account Executive, coordinate benefit timelines, and help prepare proposals and enrollment meetings for renewal and new business.

The role requires a College degree (preferred), 2+ years in an Assistant Account Manager capacity, and strong communication skills. Spanish bilingual is a major plus; MS Office proficiency is expected.

Qualifications

  • Education: College Degree Preferred.
  • 24–36 months of experience in an Assistant Account Manager role or similar.
  • Bilingual Spanish a major plus.
  • Strong multitasking and communication skills.
  • Proficient with Office applications (Excel, Word, PowerPoint).

Responsibilities

  • Enter client data accurately into Benefit Point and update client rates.
  • Support Account Executive and team with duties listed in job description.
  • Assist with client website setup and maintain online client binder.
  • Coordinate workflows per Benefit Timeline and assist lead for other PMs.
  • Prepare communication booklets and conduct enrollment meetings when needed.
  • Gather data (ICAF/Milliman/DMW) and compile reports for senior staff.

Skills

Bilingual Spanish
Multitasking
Effective communication
Client service

Education

College degree preferred

Tools

Excel
Word
PowerPoint

Job description

Marsh Agency is seeking a Benefits Account Manager in Austin, TX to support client data processing, billing, and plan administration. You will assist the Account Executive, coordinate benefit timelines, and help prepare proposals and enrollment meetings for renewal and new business.

The role requires a College degree (preferred), 2+ years in an Assistant Account Manager capacity, and strong communication skills. Spanish bilingual is a major plus; MS Office proficiency is expected.

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