Clark Insurance Dallas , TX 75201
Posted 5 days ago
Company:
Marsh McLennan Agency
Description:
JOB TITLE: Benefits Account Manager
JOB TYPE: FLSA Non-Exempt
REPORTS TO: Director of Client Services
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Benefit Point & ImageRight
Enter client data into Benefit Point adequate to complete following:
RFP's
Prospect/opportunity Report
Update Client Rates and Plans tab with final agreed information within 5 workdays of client acceptance of renewal or new business presentation
Customer Service
Provide support for Account Executive through duties and responsibilities listed this Job Description and Benefits Timeline.
Research and answer questions regarding benefit plans, claims and billings for client, 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
Begin to act as a lead for other Account Manager's in the absence of the Account Executive
Marketing
Create and maintain marketing binder as per Department Guidelines and Benefit Timeline
Follow up with carriers to insure they have everything needed to quote, submit any missing information, review quotes as they are received to insure they are correct and received by the deadline as per RFP timelines.
Spreadsheets
Communication
Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.
Enrollment Meetings
Reporting
ICAF/Milliman/DMW - Gather Data necessary and submit to carriers. Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline.
Aggregate Reports
Compliance
Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit Timeline
Schedule A's
Technical Expertise
Expand Technical skill set by participating in technical skill development.
Complete Bisys Correspondence courses for major lines of business (i.e., Health Concepts, Life Concepts, Disability Income Insurance, Group Insurance, and Health Savings Account).
Initiate participation in the GBA certification.
Participation in the EBIA Webinars for 12 hours of CE………..goal is attendance in all sessions.
Provide support to Sr. Account Consultant or Account Executive as directed.
Demonstrated success in servicing multiple client renewals under mentorship of AE or Trainer
REQUIREMENTS:
Education: 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
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
#MMASW
#LI-CR1
#LI-AK1
Clark Insurance