Benefits Account Manager

Marsh McLennan•Rollingwood, TX

About The Position

The Benefits Account Manager will provide support for the Account Executive, manage client data, and ensure accurate and timely completion of various tasks related to benefits administration. This role involves extensive client and carrier interaction, marketing support, and compliance adherence. The position requires strong organizational skills, technical proficiency, and excellent communication abilities. The company embraces a culture that celebrates and promotes diverse backgrounds and perspectives.

Requirements

College Degree Preferred
Bilingual Spanish a major plus
Ability to multi-task and 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 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).
Master all Account Manager duties and demonstrate proficiency and how to research and access best practice documentation.

Nice To Haves

Bilingual Spanish

Responsibilities

Enter client data into Benefit Point for RFPs and Prospect/Opportunity Reports.
Update client rates and plans within 5 workdays of client acceptance.
Provide support to Account Executive by performing duties outlined in the Job Description and Benefits Timeline.
Research and answer client questions regarding benefit plans, claims, and billings.
Update Benefit Point activities and adhere to the Benefits Timeline.
Assist bSwift team with client website setup.
Maintain on-line client binder as per department guidelines.
Coordinate workflows as per Benefit Timeline activities.
Act as a lead for other Account Managers in the absence of the Account Executive.
Create and release Request for Proposals (RFPs) to Carriers by due date.
Create and maintain marketing binder as per Department Guidelines and Benefit 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 spreadsheets and other materials for Formal Proposals, including copying, printing, and binding.
Prepare communication booklets as per Department Guidelines and Benefit Timeline.
Conduct enrollment meetings as necessary.
Gather data for ICAF/Milliman/DMW and submit to carriers.
Compile information for Sr. Account Consultant/Executive Team Lead.
Create aggregate reports upon request of the Account Executive.
Initiate stewardship reports from workflows and activities in Benefit Point.
Submit Medicare Part D disclosure letters to clients.
Compile data from Carriers and submit Schedule A’s to clients.
Prepare Annual Notices for distribution and coordinate processing dates.
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 12 hours of CE.
Provide support to Sr. Account Consultant or Account Executive as directed.
Demonstrate success in servicing multiple client renewals under mentorship.