Benefits Account Manager

Marsh McLennan•Midland, TX

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, ensuring accurate and timely updates in systems like Benefit Point and ImageRight, and handling client inquiries regarding benefit plans, claims, and billing. The position involves coordinating workflows, preparing marketing materials, finalizing proposals, and creating communication booklets. Additionally, the Benefits Account Manager will conduct enrollment meetings, gather data for compliance reporting, and maintain client records according to department guidelines. The role also emphasizes technical skill development through courses and certifications, and requires the ability to service multiple client renewals effectively.

Requirements

College Degree Preferred
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 by researching and answering client questions regarding benefit plans, claims, and billings.
Assist with the set-up of client websites and maintain on-line client binders.
Coordinate workflows according to the Benefits Timeline.
Act as a lead for other Account Managers in the absence of the Account Executive.
Create and release Requests for Proposal (RFP) to Carriers by due dates.
Maintain marketing binders and follow up with carriers to ensure timely quotes.
Prepare and review spreadsheets for accuracy.
Finalize and review formal proposals, including copying, printing, and binding materials.
Prepare and develop communication booklets.
Conduct enrollment meetings as necessary.
Gather and submit data for ICAF/Milliman/DMW reporting.
Compile information for the Sr. Account Consultant/Executive Team Lead.
Create aggregate reports upon request.
Initiate stewardship reports from Benefit Point workflows.
Submit Medicare Part D disclosure letters to clients.
Compile data from Carriers and submit Schedule A's to clients.
Prepare Annual Notices for distribution.
Expand technical skill set through participation in technical skill development and courses.
Complete Bisys Correspondence courses for major lines of business.
Initiate participation in GBA certification.
Attend EBIA Webinars for continuing education.
Provide support to Sr. Account Consultant or Account Executive as directed.
Service multiple client renewals under mentorship.