Benefits Account Manager

Marsh McLennan•Lubbock, TX

10d•Onsite

About The Position

Marsh McLennan Agency is seeking a Benefits Account Manager. This role is responsible for providing support to Account Executives by managing client data, handling customer service inquiries, coordinating marketing efforts, preparing proposals, and ensuring compliance with various regulations. The position requires strong organizational skills, technical proficiency in relevant software, and excellent communication abilities. The company offers a culture that celebrates diversity and provides competitive compensation and benefits.

Requirements

College Degree Preferred
Obtain L&H License within six weeks of hire
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 thru 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 for RFPs, prospect/opportunity reports, and client rate/plan updates.
Provide customer service support by researching and answering client questions regarding benefit plans, claims, and billings.
Assist the bSwift team with client website setup.
Maintain the on-line client binder according to department guidelines.
Coordinate workflows according to the Benefits Timeline.
Act as a lead for other Account Managers in the absence of the Account Executive.
Prepare and release Requests for Proposal (RFPs) to carriers by specified deadlines.
Maintain the marketing binder according to department guidelines and the Benefits Timeline.
Follow up with carriers to ensure they have necessary information for quotes, submit missing information, and review quotes for accuracy and timeliness.
Prepare and review spreadsheets for accuracy.
Finalize and review formal proposals for accuracy, including copying, printing, and binding materials.
Prepare and develop communication booklets.
Conduct enrollment meetings as necessary.
Gather and submit data to carriers for ICAF/Milliman/DMW reporting.
Compile information for the Sr. Account Consultant/Executive Team Lead.
Create aggregate reports upon request from the Account Executive.
Initiate stewardship reports from Benefit Point workflows and activities.
Submit Medicare Part D disclosure letters to clients as per the Benefit Timeline.
Compile data from carriers and submit Schedule A's to clients.
Prepare Annual Notices for distribution.
Expand technical skill set by participating in technical skill development.
Complete Bisys Correspondence courses for major lines of business.
Initiate participation in the GBA certification.
Attend EBIA Webinars for continuing education.
Provide support to Sr. Account Consultant or Account Executive as directed.
Demonstrate success in servicing multiple client renewals under mentorship.