Sr. Account Manager

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Senior Benefits Account Manager

FLSA Non-Exempt

The Senior Benefits Account Manager is a vital contributor to the client services team. The successful candidate will have strong experience in employee benefits insurance account (broker) support and serve as a lead or expert “power user” for a given account team.

• Utilize agency management systems to conduct data entry

• Enter client data into Benefit Point adequate to complete RFP’s, Prospect/Opportunity Report, and update Client Rates and Plans tab within 5 workdays of client acceptance of renewal or new business presentation

• Provide support for Account Executive through duties and responsibilities listed in 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 setup of client web site as directed by Benefits Operations Manager
• Maintain online client binder per department guidelines
• Coordinate workflows per activities created in Benefit Timeline
• Act as a lead for other Account Managers in the absence of the Account Executive
• Serve as a mentor and subject matter expert, demonstrating superior skills and proficiencies with internal procedures and systems
• Liaison for other Account Managers on coverages and processes
• Take lead on quality check/training of new colleagues
• Demonstrate strong cooperation and effective communication with clients, vendors and co-workers

• Create and release RFPs to Carriers by due date as per Benefit Timeline
• Create and maintain marketing binder per Department Guidelines and Benefit Timeline
• Follow up with carriers to ensure they have all information needed to quote, submit any missing information, review quotes and verify correctness before deadline
• Prepare and review spreadsheets for accuracy per Department Guidelines and Benefit Timeline
• Finalize and review Formal Proposal, including any necessary materials and builders
• Prepare and develop communication booklets per Department Guidelines and Benefit Timeline
• Conduct enrollment meetings as necessary

• Gather and submit data to carriers and compile information for Sr. Account Consultant/Executive Team Lead per Department Guidelines and Benefit Timeline
• Create aggregate reports upon request of Account Executive for client analysis
• Initiate stewardship reports from workflows and activities in Benefit Point
• Submit Medicare Part D disclosure letters to client per Benefit Timeline
• Compile and submit Schedule A’s to client per Department Guidelines and Benefit Timeline
• Prepare Annual Notices for Mail/E‑mail/Distribution

• Complete Bisys Correspondence courses for major lines of business
• Participate in GBA certification
• Complete 12 hours of CE via EBIA Webinars
• Support Sr. Account Consultant or Account Executive as directed
• Demonstrate success servicing multiple client renewals under mentorship of Trainer

• College Degree Preferred
• Obtain Group 1 License within 6 weeks of hire
• 2+ years as an Assistant AM/Account Manager at MMA preferred
• Strong comprehension of contract requirements
• Bilingual Spanish a major plus
• Ability to multi‑task, prioritize work, and basic word processing and spreadsheet computer skills
• Effective communication with clients, vendors and co‑workers
• Problem‑solving, confidentiality, diplomacy, sensitivity and tactfulness in client service
• Operational knowledge of Windows‑based application programs such as Excel, Word, PowerPoint and current Internet technologies
• Willingness to work overtime due to cyclical nature of business (primarily August thru December)
• Master all Account Manager duties and demonstrate proficiency in researching and accessing 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: