Benefits Account Manager

Marsh McLennan•Houston, TX

About The Position

The Benefits Account Manager supports Account Executives and senior account staff in servicing employee benefits clients. The role handles client documentation, data and activity updates, customer inquiries, carrier marketing and proposal preparation, communications, enrollment meetings, reporting, and compliance-related work according to department guidelines and established Benefits Timelines. The Account Manager may act as a lead for other Account Managers when the Account Executive is absent and provides support to senior account staff as directed. The position also develops technical expertise through required correspondence courses, participation in GBA certification activities, and continuing-education webinars. Success includes servicing multiple client renewals under the mentorship of an Account Executive or trainer and demonstrating proficiency in Account Manager duties and best-practice research.

Requirements

College degree preferred.
24 to 36 months of experience in an Assistant Account Manager role, or 24 or more months of equivalent industry experience preferred.
Ability to multitask and prioritize work.
Basic word-processing and spreadsheet computer skills.
Ability to demonstrate cooperation and effective communication with clients, vendors, and coworkers.
Ability to serve clients through problem-solving and appropriate confidentiality, diplomacy, sensitivity, and tactfulness.
Operational knowledge of Windows-based applications such as Excel, Word, and PowerPoint, and current Internet technologies.
Willingness to work overtime due to the cyclical nature of the business, primarily August through December.
Mastery of Account Manager duties and demonstrated proficiency in researching and accessing best-practice documentation.

Nice To Haves

Bilingual Spanish is a major plus.

Responsibilities

Enter client data in Benefit Point to support RFPs and prospect/opportunity reports, and update client rates and plans within five workdays of acceptance of a renewal or new-business presentation.
Provide support to the Account Executive, research and answer client questions about benefit plans, claims, and billing, update Benefit Point activities, and follow the Benefits Timeline.
Assist the bSwift team with client website setup as directed by the Benefits Operations Manager, maintain the online client binder, and coordinate workflows tied to Benefits Timeline activities.
Begin acting as a lead for other Account Managers when the Account Executive is absent.
Create and release RFPs to carriers by the due dates; maintain the marketing binder; follow up with carriers, provide missing information, review quotes for accuracy, and ensure quotes arrive by the RFP deadline.
Prepare and review spreadsheets for accuracy and finalize and review materials for formal proposals, including copying, printing, and binding as needed.
Prepare and develop communication booklets according to department guidelines and the Benefits Timeline.
Conduct enrollment meetings as necessary.
Gather data and submit it to carriers for ICAF, Milliman, and DMW reporting, and compile information for the Sr. Account Consultant/Executive Team Lead.
Create aggregate reports upon request of the Account Executive and initiate stewardship reports from Benefit Point workflows and activities.
Submit Medicare Part D disclosure letters to clients, compile carrier data and submit Schedule A’s to clients, and prepare annual notices for distribution while coordinating processing dates.
Complete Bisys correspondence courses for major lines of business, initiate participation in GBA certification, and attend EBIA webinars for continuing education.
Provide support to the Sr. Account Consultant or Account Executive as directed and service multiple client renewals under the mentorship of an Account Executive or trainer.