Benefits Account Manager

Marsh•Midland, TX

About The Position

The Benefits Account Manager provides support for the Account Executive, handling various duties and responsibilities related to client service, marketing, communication, reporting, compliance, and technical expertise. This role involves managing client data, responding to inquiries, coordinating workflows, preparing proposals, and ensuring compliance with industry regulations. The position also requires continuous learning and development of technical skills within the benefits administration field.

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

Nice To Haves

Bilingual Spanish a major plus

Responsibilities

Enter client data into Benefit Point for RFPs and Prospect/Opportunity Reports.
Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance.
Provide support for Account Executive through duties and responsibilities listed in the Job Description and Benefits Timeline.
Research and answer questions regarding benefit plans, claims, and billings for clients.
Update Benefit Point activities and adhere to the Benefits Timeline.
Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.
Maintain on-line client binder as per department guidelines.
Coordinate workflows as per activities created as per Benefit Timeline.
Act as a lead for other Account Managers in the absence of the Account Executive.
Create and release Request for Proposal (RFP) 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 everything needed to quote, submit any missing information, and review quotes.
Prepare and review spreadsheets for accuracy.
Finalize and review spreadsheets and other materials for the Formal Proposal.
Prepare and develop 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 Account Executive.
Initiate stewardship report from workflows and activities in Benefit Point.
Submit Medicare Part D disclosure letters to client as per Benefit Timeline.
Compile Data from Carriers and submit Schedule A’s to client.
Prepare Annual Notices for Mail/E-mail/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 12 hours of CE.
Provide support to Sr. Account Consultant or Account Executive as directed.
Service multiple client renewals under mentorship of AE or Trainer.