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Marsh

Global insurance brokerage and risk advisory

Account Executive - Health Insurance and Benefits

Customer SupportConfirmed live in the last 24 hours
Full-timeBogotá, Bogota, ColombiaNo salary listed

About the Job

Requirements

  • Training in insurance and experience in the sector at an insurance company or brokerage; technical training focused on organizational management and/or administration, or university education preferably in Administration, Engineering, Economics, or Law, is also considered.
  • Experience valued in corporate client service, health insurance, claims, reimbursements, renewals, and account management or maintenance.
  • Two to three years of experience, depending on the process requirement.
  • User-level proficiency in Microsoft Office, especially Word and Excel at an intermediate level.
  • Availability Monday to Friday, 7:00 a.m. to 4:00 p.m.; in February or March, the schedule changes to 8:00 a.m. to 5:00 p.m. Holiday availability is required only when holidays coincide in both countries.

Responsibilities

  • Provide high-level customer service, spending approximately 60% of the time responding to clients, insured members, and their employees about health plans, documentation, insurance use, procedures, claims, and reimbursements.
  • Advise insured members on appropriate use of their insurance and manage cases through closure.
  • Coordinate medical cases with clinics, providers, and healthcare entities, including guarantee letters, medical procedures, requests, prioritization, and pending cases.
  • Evaluate and coordinate reimbursements or claims with the Claims area, follow up on reimbursement settlements, and send information to clients to close cases.
  • Address and manage complaints with timely, solution-oriented responses; resolve issues with observed or pending documents and reinforce documentation required through the Marsh mailbox.
  • Obtain doctor shortlists at clients' request, coordinate appointments for special cases, and coordinate medication delivery with insurers.
  • Train clients to use self-service reimbursement tools.
  • Support account management and maintenance by following up on meeting agreements and supporting the Account Manager or Account Executive.
  • Coordinate with the MMB Consulting area to deliver the value proposition and involve internal support teams as needed.
  • Coordinate and follow up on preparation and presentation of reports committed to in service agreements; review and validate commercial and operational account follow-up.
  • Complete policy-renewal checklists in the SGS system according to Operations' documented process and validate that renewed health plans match negotiated terms.
  • Review, send, and archive contracts and policies in established systems; follow up on internal requests involving procedures, the mailbox, renewals, and collections.
  • Keep insured-member information, including names, email addresses, and other relevant details, current, and follow up on requests made to insurance companies.
  • Download Health Risks and Labor Risks invoices and send account statements every two weeks when Premium Tracking does not perform this task.
  • Prepare and coordinate special deliverables, including reports and discount documents; manage retroactive approvals by requesting approval and completing forms; request advance invoices and historical documents.
  • Prepare special reports requested by clients or internal teams; coordinate special reimbursements after approval; calculate premiums for SCTR and Vida Ley.
  • Generate EPS and/or SCTR certificates in emergencies or outside regular hours when appropriate, and handle urgent or unspecified operational tasks within the role's scope when they respond to client needs.
  • Support commercial and corporate activities by participating in client-requested talks and training, supporting policy quotations, assisting at health fairs, reviewing and validating account follow-up, attending internal meetings, collaborating on internal projects, and participating in internal training and courses.
  • Contribute actively to continuous improvement of processes and customer experience.

Desired Qualifications

  • Basic or intermediate English, mainly for oral communication; this is not required.
  • Technical courses in insurance and reinsurance.
  • Courses or training in customer service.
  • Strong spelling and diction, a corporate-client orientation, and strong organizational ability to manage workload volume and service-level agreements.

About the Company

Marsh

Global insurance brokerage and risk advisory

Marsh helps organizations manage risk and obtain insurance by acting as a risk adviser and broker, placing coverage with multiple underwriters rather than from a single source. It has grown into a diversified professional services firm that includes Mercer, Guy Carpenter, and Oliver Wyman, all under one holding company. Unlike traditional brokers, Marsh combines risk transfer with advisory and consulting services across insurance, reinsurance, HR, and management consulting. Its goal is to lower clients’ financial risk and total cost of risk by offering integrated risk management and advisory solutions.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1871

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