Benefits Account Manager

Marsh McLennan Agency; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Job summary

Marsh McLennan Agency seeks a Benefits Account Manager to support the Account Executive with benefit plan information, data entry, and client communications. The role involves coordinating timelines, preparing RFPs, and maintaining client binders and marketing materials.

The position includes cross-team collaboration (Benefit Point, Benefit Timeline, and marketing efforts), with potential to lead in the absence of the Account Executive. Bilingual Spanish is a plus.

Qualifications

• College degree preferred.
• 24 to 36 months of experience in an Assistant Account Manager role or equivalent industry experience.
• Bilingual Spanish a major plus.
• Ability to multi-task, prioritize work, and communicate effectively.

Responsibilities

• Enter client data into Benefit Point to complete reports (RFPs, prospect reports, etc.).
• Support Account Executive and respond to questions regarding benefit plans, claims and billings.
• Assist bSwift team with client website setup as directed by Benefits Operations Manager.
• Maintain online client binder per department guidelines and coordinate Benefit Timeline workflows.
• Act as a lead for other Account Managers in the absence of the Account Executive.
• Prepare and release RFPs to carriers by due date and maintain marketing binders.

Skills

Bilingual Spanish

Multi-tasking

Prioritization

Effective communication

Problem solving

Confidentiality

Diplomacy

Tactfulness

Education

College Degree Preferred

Tools

Excel

Word

PowerPoint

Internet technologies

Job description

JOB TITLE:

Benefits Account Manager

JOB TYPE:

FLSA Non-Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES:

Documentation

Benefit Point & ImageRight

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

Customer Service

• 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
• Begin to act as a lead for other Account Manager’s in the absence of the Account Executive

Marketing

• 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.

Communication

• Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.
• Enrollment Meetings – Conduct enrollment meetings as necessary

Reporting

• ICAF/Milliman/DMW – Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.
• Aggregate Reports – Upon request of Account Executive, create the aggregate report that uses in their analysis to the client.
• Initiate stewardship report from workflows and activities in Benefit Point.

Compliance

• Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline
• Schedule A’s – Compile Data from Carriers and submit Schedule A’s to client as per Department Guidelines and Benefit Timeline
• Annual Notices – Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.

Technical Expertise

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 AE or Trainer

REQUIREMENTS

• Education: College Degree Preferred
• 24 to 36 months of experience in an Assistant Account Manager role / 24+ months equivalent industry 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)
• Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.