JOB TITLE: Senior Benefits Account Manager

JOB TYPE: FLSA Non-Exempt

SUMMARY:

The Senior Benefits Account Manager position is a vital contributor to the client services team.  The successful candidate will be experienced with strong employee benefits insurance account (broker) support.  This position is set apart as a lead or expert “power user” for a given account team. 

ESSENTIAL DUTIES & RESPONSIBILITIES:

Data Entry

Utilize agency management systems to conduct data entry

Documentation

Benefit Point & ImageRight

Enter client data into Benefit Point adequate to complete following:

RFP’sProspect/opportunity ReportUpdate 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 TimelineAssist bSwift team with set-up of client web site as directed by Benefits Operations Manager.Maintain on-line client binder as per department guidelinesCoordinate workflows as per activities created as per Benefit TimelineFunction as a lead for other Account Managers in the absence of the Account ExecutiveSeen as a mentor and subject matter expert (a recognized “go-to” person), demonstrating superior skills and proficiencies with internal procedures and systemsLiaison for other Account Managers on coverages and processesMay take the lead on quality check/training of new colleaguesStrong cooperation and effective communication with clients, vendors and co-workers.

Marketing

Request for Proposal (RFP) – Create and release to Carriers by due date as per Benefit TimelineCreate and maintain marketing binder as per Department Guidelines and Benefit TimelineFollow 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 – Prepare and review for accuracy as per Department Guidelines and Benefit Timeline. Formal Proposal –Finalize and review for accuracy spreadsheets and any other materials that are to be included in the Formal Proposal.  Preparation for the Formal Proposal can include copying, printing and binding or materials necessary for creating the formal proposal.

​Communications

Prepare and develop communication booklets as per Department Guidelines and Benefit Timeline.Enrollment Meetings – Conduct enrollment meetings as necessary

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 – Upon request of Account Executive, create the aggregate report that is used in the analysis for the client.Initiate stewardship report from workflows and activities in Benefit Point.

​Compliance

Medicare Part D - Submit Medicare Part D disclosure letters to client as per Benefit TimelineSchedule A’s – Compile Data from Carriers and submit Schedule A’s to client as per Department Guidelines and Benefit TimelineAnnual Notices – Prepare Annual Notices for Mail/E-mail/Distribution and request processing date from Account Manager to ensure annual distribution as appropriate.

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 AM or Trainer

REQUIREMENTS:

Education:  College Degree PreferredHave or obtain Group 1 License within 4 weeks of hire2+ years as an Assistant AM/Account Manager at MMA preferredStrong comprehension of contract requirementsBilingual Spanish a major plusAbility 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 technologiesWilling 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. 

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