Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Senior Benefits Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeDallas, TX, USANo salary listedHybrid

About the Job

Requirements

Have or obtain a Group 1 license within 12 weeks of hire.
Two or more years as an Assistant Account Manager or Account Manager at Marsh McLennan Agency is preferred.
Demonstrate strong comprehension of contract requirements.
Be able to multitask, prioritize work, and use basic word-processing and spreadsheet applications.
Demonstrate cooperation and effective communication with clients, vendors, and coworkers.
Service clients effectively through problem solving, confidentiality, diplomacy, sensitivity, and tact.
Have operational knowledge of Windows-based applications such as Excel, Word, and PowerPoint, and current internet technologies.
Be willing to work overtime due to the cyclical nature of the business, primarily August through December.
Master all Account Manager duties and demonstrate proficiency in researching and accessing best-practice documentation.

Responsibilities

Use agency management systems to conduct data entry.
Use Benefit Point and ImageRight to enter client data needed to complete requests for proposals and prospect/opportunity reports.
Update the Client Rates and Plans tab with final agreed information within five workdays of client acceptance of a renewal or new-business presentation.
Support the Account Executive through the duties and responsibilities in this job description and the Benefits Timeline.
Research and answer client questions about benefit plans, claims, and billings; update Benefit Point activities and adhere to the Benefits Timeline.
Assist the bSwift team with client website setup as directed by the Benefits Operations Manager.
Maintain the online client binder according to department guidelines.
Coordinate workflows according to activities created under the Benefits Timeline.
Function as a lead for other Account Managers in the absence of the Account Executive.
Serve as a mentor and subject-matter expert on internal procedures and systems.
Act as a liaison for other Account Managers on coverages and processes.
Lead quality checks or training for new colleagues as needed.
Create and release requests for proposals to carriers by the due date specified in the Benefits Timeline.
Create and maintain the marketing binder according to department guidelines and the Benefits Timeline.
Follow up with carriers to ensure they have the information needed to quote, submit missing information, and review quotes for accuracy and timely receipt.
Prepare and review spreadsheets for accuracy according to department guidelines and the Benefits Timeline.
Finalize and review spreadsheets and other materials for formal proposals; prepare materials by copying, printing, and binding or otherwise assembling them.
Prepare and develop communication booklets according to department guidelines and the Benefits Timeline.
Conduct enrollment meetings as necessary.
Gather and submit ICAF, Milliman, and DMW data to carriers; compile information for the Senior Account Consultant or Executive Team Lead according to department guidelines and the Benefits Timeline.
Create aggregate reports for client analysis at the Account Executive’s request.
Initiate stewardship reports from workflows and activities in Benefit Point.
Submit Medicare Part D disclosure letters to clients according to the Benefits Timeline.
Compile carrier data and submit Schedule A documents to clients according to department guidelines and the Benefits Timeline.
Prepare annual notices for mail, email, or distribution and request processing dates to ensure timely annual distribution.
Develop technical skills by participating in technical skill development.
Complete Bisys correspondence courses for major lines of business, including health concepts, life concepts, disability income insurance, group insurance, and health savings accounts.
Begin participation in the Group Benefits Associate certification.
Participate in 12 hours of EBIA webinars, with attendance at all sessions as the goal.
Provide support to the Senior Account Consultant or Account Executive as directed.
Service multiple client renewals successfully under the mentorship of a trainer.

Desired Qualifications

A college degree is preferred.
Bilingual Spanish is a major plus.

Company:

Marsh McLennan Agency

Description:

JOB TITLE: Senior Benefits Account Manager

JOB TYPE: FLSA Non-Exempt

SUMMARY:

The Senior Benefits Account Manager position is a vital contributor to the client services team. The successful candidate will be experienced with strong employee benefits insurance account (broker) support. This position is set apart as a lead or expert “power user” for a given account team.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Data Entry

Utilize agency management systems to conduct data entry

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
Function as a lead for other Account Managers in the absence of the Account Executive
Seen as a mentor and subject matter expert (a recognized “go-to” person), demonstrating superior skills and proficiencies with internal procedures and systems
Liaison for other Account Managers on coverages and processes
May take the lead on quality check/training of new colleagues
Strong cooperation and effective communication with clients, vendors and co-workers.

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 insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure 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

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 is used in the analysis for 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 to ensure annual distribution as appropriate.

echnical 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 Trainer

REQUIREMENTS:

Education: College Degree Preferred
Have or obtain Group 1 License within 12 weeks of hire
2+ years as an Assistant AM/Account Manager at MMA preferred
Strong comprehension of contract requirements
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.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size: 10,001+
Company stage: Not listed
Total funding: Not listed
Headquarters: New York, NY
Founded: 1871

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