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Marsh McLennan Agency · 1 day ago

Benefits Assistant Account Manager

Fort Worth, TX

Full-time

Onsite

Entry Level

1+ years exp

Marsh McLennan Agency is a leading organization in the insurance industry, and they are seeking a Benefits Assistant Account Manager to support Account Executives in managing client benefits. The role involves documentation, customer service, marketing, communication, reporting, and compliance responsibilities to ensure effective client support and accurate benefit management.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Enter client data into Benefit Point adequate to complete following:

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

Maintain on-line client binder as per department guidelines

Manage workflows as per activities created as per Benefit Timeline

Create and release Request for Proposal (RFP) to Carriers by due date as per Benefit Timeline

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, review quotes as they are received to ensure they are correct and received by the deadline as per RFP timelines

Prepare and review spreadsheets for accuracy as per Department Guidelines and Benefit Timeline

Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal

Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline

Conduct enrollment meetings as necessary

Gather Data necessary and submit to carriers for ICAF/Milliman/DMW

Compile information for Sr. Account Consultant/Executive Team Lead as per Department Guidelines and Benefit Timeline

Create the aggregate report that uses in their analysis to the client 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 as per Department Guidelines and Benefit Timeline

Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Executive to ensure annual distribution as appropriate

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

Provide support to Sr. Account Consultant or Account Executive as directed

Qualification

Group 1 LicenseInsurance industry experienceExcelWordPowerPointBilingual SpanishCustomer serviceMulti-taskingTechnical skill developmentEffective communicationProblem solving

Required

Education: College Degree Preferred

Have or obtain Group 1 License within 14 days of hire

12 to 18 months insurance industry experience or comparable customer service experience required

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)

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees