Benefits Account Manager

Tech Sales Jobs; Texas; Hybrid; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Marsh McLennan Agency is seeking a Benefits Account Manager in a hybrid role based near Rollingwood/Bee Caves. You will manage documentation, client data, and benefits timelines while supporting Account Executives.

The position emphasizes data accuracy, carrier coordination, enrollment meetings, and regulatory compliance across benefits programs. Experience in benefits administration and MS Office is preferred.

Qualifikationen

• College degree preferred.
• 24–36 months of experience in an Assistant Account Manager role or 24+ months equivalent experience.
• Bilingual Spanish a major plus.
• Ability to multitask and prioritize work; basic word processing and spreadsheet skills.
• Strong cooperation and effective communication with clients, vendors and colleagues.
• Proficiency in Windows-based applications like Excel, Word, PowerPoint and general Internet tools.
• Willing to work overtime due to cyclical business periods.
• Mastery of all Account Manager duties and ability to mentor others.

Aufgaben

• Documentation: Enter client data into Benefit Point and update client rates and plans within 5 workdays.
• Customer service: support Account Executive and respond to benefit questions; maintain Benefit Point activities.
• Coordinate setup of client website as directed; maintain online client binder and workflow timelines.
• Marketing: manage RFPs and marketing binders; coordinate carrier quotes and spreadsheets.
• Enrollment meetings: prepare and conduct enrollment sessions as needed.
• Reporting: gather data for carriers; prepare aggregate reports and stewardship letters.
• Compliance: prepare Medicare Part D disclosures and annual notices.
• Technical: complete Bisys courses; participate in GBA CE and EBIA webinars.

Kenntnisse

Multitasking

Prioritization

Communication

Spanish language

Ausbildung

College degree preferred

Tools

Excel

Word

PowerPoint

Jobbeschreibung

Benefits Account Manager

Location: Rollingwood - Bee Caves

Remote Type: Hybrid

Time Type: Full time

Job Description

Company:

Marsh McLennan Agency

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

• 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.