Benefits Account Manager

Marsh McLennan•Fort Worth, TX

About The Position

The Benefits Account Manager will provide support for the Account Executive by managing documentation, customer service, marketing, communication, reporting, compliance, and technical expertise related to employee benefits. This role involves entering client data, researching benefit plan inquiries, coordinating workflows, preparing proposals, and ensuring compliance with various regulations. The position also requires continuous learning and development of technical skills within the benefits industry.

Requirements

College Degree Preferred
24 to 36 months of experience in an Assistant Account Manager role or 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 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 and Prospect/Opportunity Reports.
Update client rates and plans within 5 workdays of acceptance.
Provide support to Account Executive, researching and answering 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.
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 Formal Proposals, including copying, printing, and binding materials.
Prepare communication booklets as per Department Guidelines and Benefit Timeline.
Conduct enrollment meetings as necessary.
Gather and submit data to carriers for ICAF/Milliman/DMW reporting.
Compile information for Sr. Account Consultant/Executive Team Lead.
Create aggregate reports upon request of the Account Executive.
Initiate stewardship reports from Benefit Point workflows and activities.
Submit Medicare Part D disclosure letters to clients as per Benefit Timeline.
Compile data from Carriers and submit Schedule A’s to clients.
Prepare Annual Notices for distribution and request 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.