INACTIVE
Full-Time
Benefits Account Manager
Posted on 4/4/2026
Marsh & McLennan
No salary listed
Company Does Not Provide H1B Sponsorship
Houston, TX, USA
In Person
Category
 Sales & Account Management (1) |
|---|
Required Skills
Word/Pages/Docs
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
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 through December)
- Masters all Account Manager duties and demonstrates proficiency and how to research and access best practice documentation
Responsibilities
- Enter client data into Benefit Point adequately to complete RFPs.
- Enter client data into Benefit Point adequately to complete Prospect/opportunity Reports.
- Update Client Rates and Plans tab with final agreed information within five workdays of client acceptance of renewal or new business presentation.
- 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 clients, update Benefit Point activities, and adhere to the Benefits Timeline.
- Assist bSwift team with set-up of client website as directed by Benefits Operations Manager.
- Maintain online client binder as per department guidelines.
- Coordinate workflows as per activities created per Benefit Timeline.
- Begin to act as a lead for other Account Managers in the absence of the Account Executive.
- 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.
- Enrollment Meetings – 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.
- 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.
- 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.
- 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
INACTIVE