Account Manager - Medicare Support

Marsh McLennan • Dallas, TX

3d

About The Position

Provide marketing and administrative support to benefit advisors handling clients with Medicare products.

Requirements

• College Degree Preferred.
• 1+ years of experience in the insurance industry, particularly in Medicare support.
• Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
• Demonstrated cooperation and effective communication with clients, vendors, and co-workers.
• Ability to service clients effectively through problem-solving, confidentiality, diplomacy, sensitivity, and tactfulness.
• Operational knowledge of various Windows-based application programs such as Excel, Word, PowerPoint, and current Internet technologies.
• Willingness to work overtime when necessary and is approved, due to the cyclical nature of the business.

Responsibilities

• Support the Account Executive in managing client relationships.
• Deliver quality customer service to existing and new clients, as well as work with prospects.
• Run and prepare quotes/illustrations for Medicare plans.
• Prepare documentation for client presentations, including reviews, report compilation, duplication, and distribution.
• Maintain files for compliance and audits related to Medicare products.
• Provide and audit client applications for Medicare coverage.
• Manage applications during the underwriting process and request required medical records.
• Communicate status updates to clients during the application and underwriting process.
• Market applications for more favorable ratings when appropriate.
• Perform general administrative duties, including database maintenance, exam scheduling, photocopying, faxing, mailing, and filing.
• Provide IT backup when necessary.
• Assist with commission inquiries related to Medicare products.
• Coordinate with brokers to implement client renewals and outreach programs for Medicare plans.
• Undertake additional projects and special presentations as required.

Benefits

• health and welfare
• tuition assistance
• 401K
• employee assistance program
• career mobility
• employee network groups
• volunteer opportunities
• other programs

What This Job Offers

• Career Level: Mid Level