Benefits Account Manager: Client Success & Strategy

Marsh McLennan Agency

Austin (TX)

On-site

USD 30,000 - 47,000

Full time

5 days ago
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Job summary

Marsh & McLennan Agency is seeking a Benefits Account Manager in Austin, TX. The role supports Account Executives, manages client data, updates rates/plans, and coordinates communication and timelines across departments.

The position emphasizes bilingual Spanish as a major plus, strong multi-tasking, and proficiency with MS Office. Evening/ overtime during cyclical periods is common, with a focus on accurate benefits administration.

Qualifications

  • Education: College degree preferred.
  • Bilingual Spanish a major plus.
  • Ability to multi-task, prioritize and use basic Word/Excel.

Responsibilities

  • Documentation: enter client data and update rates and plans within timelines.
  • Customer service: support Account Executive, answer questions, maintain online client binder.
  • Marketing: prepare proposals, maintain marketing binder and coordinate quotes.
  • Communication: prepare communication booklets; conduct enrollment meetings as needed.
  • Reporting: gather data, compile reports and initiate stewardship; aggregate reporting.
  • Compliance: manage annual notices and disclosure letters.
  • Technical: participate in training and certifications; support senior team members.

Education

College degree preferred

Job description

Marsh & McLennan Agency is seeking a Benefits Account Manager in Austin, TX. The role supports Account Executives, manages client data, updates rates/plans, and coordinates communication and timelines across departments.

The position emphasizes bilingual Spanish as a major plus, strong multi-tasking, and proficiency with MS Office. Evening/ overtime during cyclical periods is common, with a focus on accurate benefits administration.

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