Marsh McLennan
Senior Account Executive, Travel
Marsh McLennan, Fort Worth, Texas, United States, 76102
Responsibilities
Manage the Client Insurance Program, utilizing agency management system.
Generally manages small and less complex accounts than the Senior Account Consultant position.
Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources).
Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF, and any team member not specifically identified, as per Benefits Timeline.
Manage "workflows" and administration as per Benefits Timeline.
Manage and monitor administration of client benefit programs.
Research and answer questions regarding client benefit plans, claims billings, etc.
Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients.
In absence of more senior team members, provide direction and guidance to other team members when appropriate.
Manage renewal bid/RFP strategy and process.
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf.
Monitor and take appropriate action to ensure satisfactory vendor performance.
Stay up-to-date on carrier plans and websites.
Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology.
Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.
Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness.
Schedule Mid-year and Renewal Meetings - Prepare materials used in these meetings - DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.
Document compliance with Renewal Timeline and task completion by appropriate team member.
Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline.
Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.
Manage development and preparation of Request for Proposal.
Manage development and preparation of client presentation materials / all client deliverables.
Actively demonstrate ability to delegate to Account Manager.
Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight.
Check the Insurance Contract & Compliance.
Responsible for personally checking all client policies.
Compliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA.
Function as team member of the Client Services team to ensure superior service to all MMA Clients.
Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated.
Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate.
Ensure tasks from both Account Manager and outsourcing team are completed as directed.
Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Perform other duties as assigned by the Director of Client Services.
Benefits
Lennan 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.
#J-18808-Ljbffr
Manage the Client Insurance Program, utilizing agency management system.
Generally manages small and less complex accounts than the Senior Account Consultant position.
Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources).
Responsible for sharing knowledge, providing instruction, and delegating tasks to the Account Manager, Call Center, Benefits Admin, wellness and iCAF, and any team member not specifically identified, as per Benefits Timeline.
Manage "workflows" and administration as per Benefits Timeline.
Manage and monitor administration of client benefit programs.
Research and answer questions regarding client benefit plans, claims billings, etc.
Demonstrates a leadership role in all aspects of job performance both within the office as well as with clients.
In absence of more senior team members, provide direction and guidance to other team members when appropriate.
Manage renewal bid/RFP strategy and process.
Manage ongoing carrier/TPA/Vendor renewal negotiations on clients' behalf.
Monitor and take appropriate action to ensure satisfactory vendor performance.
Stay up-to-date on carrier plans and websites.
Assist bSwift team with completion of the bSwift requirements document for any assigned clients that are engaging bSwift as their ben admin and online enrollment technology.
Assist bSwift team with set-up of client web site as directed by Benefits Operations Manager.
Responsible for adherence to MMA Benefit Timeline Checklist to ensure appropriate level of service to client.
Ability to service our clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity, and tactfulness.
Schedule Mid-year and Renewal Meetings - Prepare materials used in these meetings - DELIVER TO PRODUCER 7 DAYS PRIOR TO MTG.
Document compliance with Renewal Timeline and task completion by appropriate team member.
Ensure that at a minimum the Account Manager performs all tasks identified in the Account Manager job description as well as the renewal timeline.
Manage development and preparation of communication booklets as per Department Guidelines and Benefit Timeline.
Manage development and preparation of Request for Proposal.
Manage development and preparation of client presentation materials / all client deliverables.
Actively demonstrate ability to delegate to Account Manager.
Ensure documentation to support actions and services necessary to meet client program needs are properly documented and filed in ImageRight.
Check the Insurance Contract & Compliance.
Responsible for personally checking all client policies.
Compliance oversight for "Schedule A" request from carriers, Form 5500, Medicare Part D Disclosures and CMS Reporting, HIPAA and ERISA and COBRA.
Function as team member of the Client Services team to ensure superior service to all MMA Clients.
Begin to demonstrate appropriate judgement regarding what tasks are managed at their level or those that need to be delegated.
Begin to delegate tasks to Account Manager, as well as outsourcing teams, as appropriate.
Ensure tasks from both Account Manager and outsourcing team are completed as directed.
Maintain and exhibit a positive, professional attitude in the performance of your job, treat clients, prospects, carriers/vendors, and agency employees with courtesy and respect, conform to the organizational chart on all personnel matters and contribute to a company team approach toward meeting agency goals and providing excellent client services.
Perform other duties as assigned by the Director of Client Services.
Benefits
Lennan 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.
#J-18808-Ljbffr