Benefits Account Manager

Marsh McLennan•Houston, TX

About The Position

The Benefits Account Manager supports Account Executives and clients with benefits administration, marketing, communications, reporting, and compliance activities. The role manages client data and documentation in Benefit Point and ImageRight, coordinates workflows according to the Benefits Timeline, and researches and responds to questions about benefit plans, claims, and billing. It may also provide leadership to other Account Managers when the Account Executive is absent. The position prepares and coordinates carrier requests for proposals, quote follow-up, spreadsheets, formal proposals, communication booklets, enrollment meetings, client reports, Medicare Part D disclosures, Schedule A information, and annual notices. The Account Manager also pursues relevant coursework, certification, and continuing education, and supports Senior Account Consultants or Account Executives as directed.

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 cooperate and communicate effectively with clients, vendors, and coworkers.
Ability to serve clients through problem-solving and appropriate confidentiality, diplomacy, sensitivity, and tact.
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 proficiency in researching and accessing best-practice documentation.

Nice To Haves

Bilingual Spanish skills are a major plus.
College degree preferred.
Participation in GBA certification.
Participation in EBIA webinars, with a goal of attending all sessions.

Responsibilities

Enter client data into Benefit Point for RFPs and prospect/opportunity reports.
Update client rates and plans with final agreed information within five workdays of client acceptance of a renewal or new-business presentation.
Support the Account Executive through duties described in the job description and Benefits Timeline.
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 according to department guidelines.
Coordinate workflows according to activities established in the Benefits Timeline.
Act as a lead for other Account Managers when the Account Executive is absent.
Create and release requests for proposals to carriers by the Benefits Timeline due date.
Create and maintain marketing binders according to department guidelines and the Benefits Timeline.
Follow up with carriers, provide missing information, and review received quotes for accuracy and timeliness.
Prepare and review spreadsheets for accuracy according to department guidelines and the Benefits Timeline.
Finalize and review formal proposal spreadsheets and materials; prepare materials, including copying, printing, and binding when needed.
Prepare and develop communication booklets according to department guidelines and the Benefits Timeline.
Conduct enrollment meetings as necessary.
Gather and submit data for ICAF, Milliman, and DMW; compile information for the Senior Account Consultant or Executive Team Lead.
Create aggregate reports at the Account Executive’s request.
Initiate stewardship reports from workflows and activities in Benefit Point.
Submit Medicare Part D disclosure letters to clients according to the Benefits Timeline.
Compile carrier data and submit Schedule A’s to clients according to department guidelines and the Benefits Timeline.
Prepare annual notices for mail, email, or distribution and request a processing date from the Account Manager.
Complete Bisys correspondence courses for major lines of business.
Initiate participation in the GBA certification.
Participate in 12 hours of EBIA webinars, with a goal of attending all sessions.
Provide support to a Senior Account Consultant or Account Executive as directed.
Demonstrate success servicing multiple client renewals under the mentorship of an Account Executive or trainer.